Alphabet has significantly increased its capital expenditures to $180-$190 billion in 2026, funding aggressive AI and cloud expansion. Despite a 46.6% drop in free cash flow and a quadrupling of long-term debt to $90.5 billion, the company posted strong revenue of $109.9 billion and beat earnings expectations by 94.1%. Cloud revenue is growing rapidly at 63%, with products built on its AI model Gemini surging nearly 800% year over year. The market has priced in much of this growth, but investors face risks if cloud growth slows or costs rise further. Patience is key as Alphabet aims to balance heavy spending with future returns, with a buy signal if cloud growth stays above 50% and free cash flow recovers, and a sell signal if growth falters and margins compress.
Cerebras Systems, an AI chip maker known for its wafer-scale engine technology, is set to debut on Nasdaq under ticker CBRS, marking the first IPO from TSG Invest's Venture 50 Index. The company raised its IPO price range to $150-$160 per share due t...
Apple's recent quarter showed strong iPhone revenue growth and a $100B buyback, but rising memory chip costs pose risks to its hardware-heavy business. Despite a 48% gain over the past year, insiders are selling shares, and the stock trades at a high...
Google's upcoming I/O event will showcase new AI-powered Android XR smart glasses and advanced agentic AI developments through its Gemini platform. These smart glasses aim to compete with Meta and Apple by leveraging Google's open Android ecosystem, ...
The surge in artificial intelligence (AI) capital spending is historic, with 2026 estimates nearly doubling to $725 billion, driven by major tech companies known as hyperscalers. This massive investment requires significant energy, benefiting natural...
Affirm is integrating its pay-over-time financing options into Google's AI platforms, including the Gemini app and Google Search, through Google Pay. This allows users and AI agents to choose Affirm at checkout, see full costs and payment plans upfro...
