Alphabet increased its 2026 capital expenditure guidance to $180-$190 billion, up from $175-$185 billion, driven by the Intersect acquisition and strong demand in Google Cloud. The company spent a record $35.67 billion in Q1 2026 and plans to raise equity capital, shifting from its usual stock buybacks, to fund expanding cloud infrastructure. Google Cloud's backlog nearly doubled to $462 billion, with over half expected to convert to revenue within 24 months, highlighting robust customer demand. Despite a recent stock dip, Alphabet posted strong Q1 earnings with 22% revenue growth and a 63% increase in cloud revenue, signaling continued growth and capital discipline. The company also raised its dividend by 5%, indicating confidence in long-term demand and financial health.
IBM and Google Cloud have launched a new Google Cloud Practice to help organizations scale AI into production and modernize core systems faster. The practice combines IBM's AI-powered platform, IBM Consulting Advantage, with Google Cloud's Gemini Ent...
Lovable, a fast-growing startup from Stockholm, has expanded its multi-year collaboration with Google, increasing its use of Google Cloud services fivefold and gaining access to advanced AI models including Anthropic's Claude and Google's Gemini. Thi...
In 2026, several small-cap stocks in the Russell 2000 index surged over 400%, driven by AI infrastructure demand. ETFs like Vanguard Russell 2000 Growth (VTWG) and Inspire Small/Mid Cap (ISMD) held key winners such as Applied Optoelectronics, Aehr Te...
Jim Cramer warned that a surge in capital raises linked to the AI boom could overwhelm investor demand and push stock prices down in the near term. He highlighted that companies like SpaceX, Anthropic, OpenAI, and Alphabet are raising large amounts o...
Alphabet raised $45 billion in its initial stock sale tranche, surpassing the planned $40 billion, signaling strong investor appetite for AI-related investments. The total offering aims to reach $85 billion, earmarked for AI infrastructure and develo...
