Amazon and Alphabet are seeing results of their spending paying off.
Alphabet is experiencing robust growth in its cloud services, with a $106 billion backlog and significant capital outlays to support future demand. GOOG's cloud margins improved substantially in q2'25 ...
Alphabet Inc. delivered strong Q4 2025 results, but I maintain a 'Hold' rating due to valuation and capital expenditure risks. Alphabet's revenue grew 18% year-over-year, with Google Cloud surging ...
Alphabet plans $175 billion-$185 billion capex in 2026, exceeding analyst expectations Google Cloud's revenue grew 48%, surpassing Microsoft Azure's growth Google's competitor to ChatGPT reaches 750 ...
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