Though advertising still makes up the lion’s share of the company’s revenue, investors have been focusing more on the part of Alphabet’s GOOG GOOGL business that seems the best proxy for AI ...

Alphabet is shrugging off concerns sparked by DeepSeek over AI spending, boosting its capital expenditures to a whopping $75 ...

Alphabet Faces Scrutiny on AI Spending as Google Cloud Growth Slows By Deborah Mary Sophia and Zaheer Kachwala (Reuters) - Alphabet will face investor scrutiny over its massive spending on AI when ...

RBC Capital keeps an Outperform rating and $235 price target on Alphabet (GOOGL) after its Q4 results. The quarter keeps the AI Search bear case at bay, but it was no match for an unexpected cloud ...

DeepSeek crashed Nvidia’s stock last week based on speculation that its cheaper AI models would dramatically decrease Big Tech’s spending on things like data centers and GPUs. But Alphabet has ...