Google is massively increasing its capital spending on AI infrastructure, guiding $175-$185 billion for 2026, dwarfing Apple's $12.7 billion capex. This shift highlights Google's growing dominance in AI, with its Gemini AI processing billions of tokens per minute and boasting 750 million monthly users. Apple, while strong in revenue and services, remains dependent on Google's AI technology, likely integrating Gemini into iOS 27. The upcoming WWDC event will reveal how much Apple relies on Google for AI, signaling a major shift in control from Apple to Google in mobile AI innovation.
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...
