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Among the bunch of big-time spenders concerning the AI frenzy, a pair of Mag 7 members involved in the cloud, including Microsoft and Alphabet, stick out considerably, with each pouring billions into their respective AI efforts.
Tech companies with Middle East operations have scrambled to respond as fighting rippled across the region following the U.S.-Israeli military campaign against Iran. Nvidia temporarily closed its Dubai office, while Amazon shuttered all its corporate offices in the Middle East.
Alphabet Inc. (GOOGL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Markets are under pressure today as escalating tensions in the Middle East unsettle investors. Equities are selling off broadly, from the US to Europe to emerging markets, as risk appetite contracts and capital moves defensively.
Look for stocks and commodities that moved "too far, too fast," says Jessica Inskip (@jessicainskip), as they can provide trading opportunities in volatile markets like the one we're currently experiencing. She later highlights her Big 3 in Fastenal (FAST), Nvidia (NVDA), and Alphabet (GOOGL) to explain her bullish expectations in each.
Zacks.com users have recently been watching Alphabet (GOOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Alphabet (GOOGL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Summary: At the start of 2026, 24/7 Wall St. Analyst and AI Investor Podcast co-host, Eric Bleeker, said that Intel was one stock that was really standing out to him as a potential buy. Bleeker recently went further in depth about why he still likes Intel, but does acknowledge that it does face potential challenges.... Intel (INTC) Hopes To Continue Surge And Avoid Another Disappointment.
Employees at Alphabet and OpenAI are pushing for stricter limits on the military's use of AI, through a number of letters that circulating at tech companies. Google is facing added scrutiny as it reportedly negotiates with the Pentagon over Gemini.
Alphabet has seen accelerating top-line growth in a difficult macroeconomic environment. The Trade Desk issued disappointing guidance for the current quarter as its top-line momentum continues to decelerate.
Reddit has plenty of room to grow as the social media and social news markets converge.
The survey reveals 23% of institutional credit investors say an artificial intelligence (AI) bubble is their biggest worry.
The Information reports that Apple will lease data centers from Google for Siri. Apple has already teamed up with Google to help fix its Apple Intelligence AI service.
Google stock (NASDAQ: GOOGL) has surged approximately 48% over the last six months, driven largely by the integration of advanced Gemini AI models into its core search and cloud businesses. This rally was further bolstered by strong quarterly earnings that showcased resilient advertising revenue and the company's first-ever dividend announcement.
Investors have been nervous about an AI correction for months. By all appearances, that correction has now arrived.
Google Cloud's 48% Q4 revenue growth indicates the massive potential for this booming segment. Alphabet's capital expenditures could approach $200 billion in 2025, significantly higher than the year before.
Alphabet's Gemini 3 has surpassed OpenAI, shifting AI leadership and unsettling major tech competitors. GOOGL's unmatched distribution, vertical integration, and AI talent create a formidable moat, threatening rivals' cloud and AI businesses. Microsoft, Amazon, and Nvidia's $60B OpenAI investment signals defensive positioning to counter Google's platform dominance.
Some analysts think it's time to switch to software stocks. But exiting hardware is probably a mistake.
Shares of pure-play companies IonQ, Rigetti, and D-Wave are down more than 30% so far in 2026. Large-scale use may be many years away, creating a survival risk for these cash-burning companies.