News
Alphabet smashed Q2 estimates, but investors balked as the company jacked up full-year capex to nearly $200 billion, stoking fears over AI returns. The stock cratered 7% on Thursday.
News
Alphabet heads into Q2 earnings with the market laser-focused on AI capital spending guidance and reports of a delay in its next-gen Gemini model. Shares slipped 1.38% in after-hours trading as the "Frozen v2" chip rally fades.
News
Alphabet shares slid 2.17% Friday after reports that its flagship Gemini AI model is falling behind schedule, adding fuel to a growing market debate over whether Big Tech’s massive capex binge is building real capacity or just paying more for the same.
News
IT services giant Cognizant is pushing back fresh graduate hiring, a move that’s spooking investors and dragging Google parent Alphabet (GOOGL) down more than 1% in Monday trading.
Deep Dive
Alphabet's stock has more than doubled and landed in the Dow — but free cash flow was cut in half and the valuation sits just 3.5% below the dot-com bubble peak. So what exactly are you buying now?
News
A Swedish court hit Google with a $1.5 billion antitrust damages verdict for Klarna, while South Korea launched a fresh investigation into its app-store payment policies. The twin blows underscore mounting global regulatory pressure on Alphabet.
Deep Dive
Berkshire has been stealthily accumulating Alphabet since Q3 2025, making it the firm's 5th-largest holding. On June 1, it added another $10B in a private placement — the same night Alphabet launched an $80B equity offering and raised its 2026 capex guidance to $180–190B.
Deep Dive
SpaceX filed its S-1 targeting a $1.75–2T valuation, igniting a frenzy in related stocks. But most plays buy hype, not equity — here's how to cut through the noise.
Googl
The bear case on Google is breaking down. Search accelerated +19%, Cloud exploded +63% to $20B, and a $460B+ backlog signals escape velocity — but $180B+ in capex and undisclosed AI Search unit economics keep the story unresolved.