Alphabet is the parent company of Google, YouTube, Waymo, DeepMind, and more. The company is using AI to transform its core businesses, and it's having an incredible amount of success. I think ...

Even with monster cloud-revenue growth of 48%, Alphabet hasn’t earned the benefit of the doubt around its rapidly rising artificial-intelligence spending. At least that’s what the stock’s Thursday ...

Alphabet Inc.'s Google Cloud reached a $70 billion annualized run rate, with Q4 revenue of $17.7 billion, up 48% year-over-year. Cloud operating income surged from $2.1 billion to $5.3 billion YoY, ...

Growth in Google Cloud is the most important metric. Strong outperformance here could boost overall results and further demonstrate GenAI monetization. We are expecting a capex increase for 2026, and ...

2025 proved Alphabet can scale AI without breaking its core business. Google Cloud crossed the line from optionality to a structural growth engine. Alphabet reaffirmed its status as a durable mega-cap ...

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I last covered Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) on Jan 16, 2026, with an article titled "Alphabet: Why I Agree With Wall Street This Time." The article was triggered by the sentiment changes from ...