Slowing growth in Alphabet's cloud business and a bigger-than-expected capex forecast for 2025 dragged shares down more than 8% in postmarket trading. The Google parent company, which reported ...
Alphabet, the parent company of Google, is planning to invest $75bn in AI infrastructure in 2025. This move is aimed at bolstering the company's capabilities in AI research and the integration of ...
Alphabet's capital expenditure is estimated to have been $50 billion for last year, according to LSEG, with more planned for 2025 to support its cloud expansion and AI-driven search features ...
I reiterate a Buy rating for Alphabet/Google, with a fair value of $232 per share, driven by leadership in AI, cloud, and data analytics. Alphabet's Q4 FY24 results showed 12% constant revenue ...
Yet the stock may rise if the company’s enormous bet on AI results in faster-than-expected growth. While Alphabet’s earnings per share beat expectations in Q4, the company’s revenue ...
Shares of Google parent Alphabet tumbled Wednesday amid worries about whether the tech giant's spending on AI will pay off. Several analysts lowered their price targets for the stock, citing ...
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 ...
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 ...
Full fiscal year revenue was $350 billion, up 14% year-over-year. Read Also: Alphabet Q4 Earnings Preview: AI, YouTube, DOJ Case Key Items To Watch What's Next: Alphabet CEO Sundar Pichai said the ...
He emphasized that Alphabet's Gemini 2.0 and Flash models are among the most efficient AI models, outperforming DeepSeek's V3 and R1 in terms of cost per query and latency.
Cohen added that investors are also concerned about Google Cloud’s slower pace of growth, and want to know when its investments in AI are going to help boost that business. “For Alphabet to ...