Microsoft's Azure has been the fastest grower of the big three cloud computing companies. Alphabet has a cost advantage with ...
Alphabet reported Q3 2025 revenues surpassing $100 billion, driven by strong growth in Google Services and Google Cloud. GOOG faces regulatory risks due to its dominance in search and digital ...
In its second-quarter earnings release, Alphabet raised its 2025 capital spending guidance by $10 billion. The spending is to serve demand from AI cloud customers. Google Cloud has become a go-to ...
Netflix had won the streaming war long before investors noticed. I argue the same is already true in AI – and the winner is Alphabet. Everyone chases the “smartest chatbot,” but the real prize is who ...
The internet search giant is not buying coins directly, and it isn't buying a mining company outright. But the economic exposure here is still real enough to matter for investors, so let's investigate ...