Alphabet surpassed $400 billion in annual revenue in Q4 2025, driven by a 48% growth in Google Cloud and 17% growth in Search, with YouTube also hitting $60 billion in revenue. Meta posted 23.78% revenue growth mainly from advertising but faced heavy losses in its Reality Labs hardware division. Both companies plan large capital expenditures in 2026, with Alphabet focusing on cloud infrastructure and AI, while Meta invests in superintelligence research. Investors will watch Alphabet's cloud momentum and Meta's margin recovery amid rising costs and regulatory challenges.
In 2026, Alphabet has delivered outstanding returns over one, three, and five years, contrasting with struggles faced by other hyperscalers. The semiconductor sector remains highly cyclical, impacting both business performance and stock prices. A com...
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
Following a five-year antitrust lawsuit by Epic Games, Google will let Android users in the US download third-party apps directly from the Google Play Store starting July 22. This change comes after a court ruling that found Google's Play Store pract...
Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endor...
Google has announced its biggest solar power and battery storage purchase, investing in a project in Arkansas that will generate enough electricity to meet about 6% of the state's peak demand. The project, developed with Cypress Creek Energy, will ad...
