Alphabet and Meta both doubled their AI capital expenditures last quarter, with Alphabet spending $44.92 billion and Meta $30.12 billion. Alphabet is monetizing its AI data centers through cloud services, driving an 82% increase in cloud revenue to $24.77 billion, while Meta reinvests AI compute power into enhancing its ad business, increasing ad impressions and prices but seeing a drop in operating margin. Alphabet's external AI revenue and strong cloud backlog support its higher valuation and growth outlook, whereas Meta's AI investment hinges on improving internal ad revenue and margin recovery. Investors should watch Alphabet's cloud growth and Meta's revenue against their capex plans to gauge future performance.
Alphabet's market cap stands at $4.27 trillion as of Oct 08, 2026 22:03 WIB, reflecting its dominant position in cloud services and AI investments. Meta's market cap is $1.84 trillion with a dividend yield of 0.29%, showing a more cautious investor stance despite its significant AI capital expenditures. On Pluang, Alphabet's stock price rose slightly by 0.35% while Meta's price remained flat, indicating differing market reactions to their AI strategies.
Waymo, Alphabet's autonomous vehicle unit, closed its first $5 billion loan from major lenders including PIMCO and Blackstone to support its commercial expansion in the US, Europe, and Japan. This debt financing aims to provide financial flexibility ...
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Duke Energy and stakeholders including Amazon, Google, Meta, and Microsoft have agreed on enhanced protections to shield North Carolina utility customers from costs related to data centers. The agreement requires large-load customers, such as data ce...
Google and Unity have partnered to create an AI-powered gaming platform that allows users to build games using natural language prompts without coding. Their new Playground platform targets users 18 and older, enabling easy game creation, while the u...
After Marvell's October 6, 2026 Investor Day, multiple Wall Street firms upgraded their price targets, with some raising them to $400. Analysts highlight Marvell's strong AI connectivity business and project over $30 in EPS by fiscal 2031, driven by ...
