Alphabet CEO Sundar Pichai promised the Gemini 3.5 Pro AI flagship model by June 2026, but it has been delayed past September. Instead, Alphabet released the Gemini 3.8 Flash, a lower-cost coding model, disappointing investors and triggering the company's longest stock losing streak since 2015. Despite strong financials with revenue growth and cloud expansion, the delay raises concerns about Alphabet's AI development pace. The stock's future depends on upcoming releases and whether heavy investments translate into sustainable growth.
A federal judge ruled that Google holds an illegal monopoly in the ad tech market but refused to force the company to sell its AdX advertising exchange. While the court upheld the monopoly finding, it denied the structural remedy sought by the Justic...
Microsoft has started reporting Azure's standalone revenue, revealing it is closer in size to Google Cloud but significantly smaller than Amazon Web Services (AWS). Azure's full-year revenue surpassed $100 billion with 43% growth in Q4, while AWS lea...
An Arkansas federal judge denied Entergy Arkansas's request to temporarily block the Arkansas Democrat-Gazette from publishing details about a $526 million solar facility deal powering a $4 billion Google data center. The company argued the documents...
Jim Cramer praised Apple's balance sheet as 'pristine' while criticizing hyperscalers like Alphabet for heavy debt from AI data center investments. However, filings show Apple actually carries nearly twice the debt of Alphabet, with a debt-to-equity ...
Alphabet's cloud segment posted an impressive 82% revenue growth in Q2 FY2026, with overall revenue up 24% year-over-year and earnings per share far exceeding estimates. Despite this strong performance and a cloud backlog of $514 billion, the stock t...
