Big Tech companies like Google, Microsoft, Meta, and Amazon are accelerating AI revenue growth but facing financial challenges as capital expenditures (capex) rise faster than operating cash flow. The company with the highest capex in 2026 has turned free cash flow negative, and others may follow by year-end. To support their finances, many are increasing debt by tapping capital markets. This trend highlights the tension between investing in AI growth and maintaining healthy cash flow and balance sheets.
Alphabet Inc. reported a huge Q2 earnings beat with EPS of $9.11, far exceeding analyst expectations of under $3. The net income surged 298%, mainly due to $99 billion in 'other income' from valuation gains in SpaceX and Anthropic, rather than core b...
Google introduced a new biometric feature allowing users to unlock or recover their accounts using selfie videos instead of passwords. Users record a short video with guided head movements, which is encrypted and stored securely, to verify their iden...
Alphabet increased its 2026 AI capital expenditure guidance to $195–205 billion due to capacity shortages driven by stronger-than-expected customer demand. Google Cloud revenue surged 82% to $24.8 billion, with a backlog of $514 billion supporting lo...
Alphabet Inc. is heavily investing in AI infrastructure, leading to increased capital expenditures and negative free cash flow in the short term. Google Cloud revenue surged 82% to $24.8 billion, with a backlog of $514 billion, indicating strong dema...
Alphabet reported robust earnings with 25% revenue growth and an 82% increase in cloud revenue, signaling strong business momentum. However, the company issued guidance below analyst estimates and raised its capital expenditure forecast for 2026, ref...
