In the company's most recent quarterly report, management upped its 2026 capital expenditure guidance to a range of $195 billion to $205 billion, setting $200 billion as the midpoint of anticipated AI ...

That said, if Anthropic trades similarly to SpaceX, there could be plenty of volatility early on. That's why investors who understand Anthropic's potential but are more risk-averse may want to ...

Alphabet has turned into the Warren Buffett of Wall Street.

Investors are concerned that Alphabet faces a fresh threat from Nvidia’s plans to help fund the AI buildout alongside major Wall Street players.

Microsoft is already relatively close to its median 12-month price target.

Alphabet is growing cloud revenue faster than almost anyone on Wall Street expected, yet its stock trades at a multiple more ...

The Google parent saw shares drop after news that DeepMind CEO Demis Hassabis would take on a bigger role and a veteran AI ...

Alphabet is seeking to raise up to $25 billion through a U.S. bond sale as the Google parent ramps up spending on artificial ...

Meta and Alphabet both poured record billions into AI last quarter, but one came out with expanding margins and a soaring ...

Alphabet posted second-quarter earnings after the close of trading on Wednesday. Capital spending doubled relative to a year before, and the company lifted its full-year forecast on the metric.

Alphabet just posted its first-ever negative free cash flow and is racing back to debt markets for the third time in nine ...

Buy Alphabet long-dated investment-grade notes (e.g., 20–40 year tranches) because $115B of orders for up to $25B shows ...