UBS maintained a Neutral rating on Alphabet as Google Cloud revenue surged 82% to $24.8 billion with improved margins, driven by AI demand. However, Alphabet's nearly $45 billion quarterly capital expenditures and negative free cash flow raised investor concerns about the sustainability of returns. The company is heavily investing in AI infrastructure, raising its 2026 capex outlook to $195-$205 billion, while holding a strong balance sheet with $242.5 billion in cash. UBS's cautious stance reflects uncertainty over whether these AI investments will generate sufficient future revenue and margin growth to offset near-term cash flow pressures.
AI-119 Vulcan Project Research and Engineering Company has introduced a hardware-based security system to comply with California's Executive Order N-9-26, which mandates strict safety controls on frontier AI developers like OpenAI and Google by May 2...
Alphabet reports Q3 results on October 28, highlighting Google Cloud's massive $514 billion backlog and a 2026 capital expenditure (CapEx) forecast between $195 billion and $205 billion. Cloud revenue surged 82% to $24.77 billion with improved margin...
On October 22, 2026, 337 out of 497 S&P 500 stocks rose, yet the index closed lower due to heavy losses among major tech companies like Meta Platforms, NVIDIA, Apple, and Alphabet. Meta's earnings miss and costly legal settlements weighed on the inde...
Google cleared 816 acres of forest in Northern Finland without full environmental approval to build a data center, cutting down about 250,000 trees. This caused ecological damage, forcing wolves closer to towns and polluting local waterways, which an...
Apple's stock has risen 28% this year, matching the overall technology sector and outperforming rivals Microsoft and Alphabet. This surge is largely fueled by strong early demand for the new iPhone Duo, which has also boosted Apple's growing services...
