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Alphabet's $44.9B in AI spending outpaced its cash generation, ending the company's 22-year streak of positive free cash flow.
The pure plays are so risky that it makes sense to consider investing in their suppliers instead.
Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.
Alphabet just posted its first negative free cash flow quarter as a public company, and Wall Street panicked. But the number investors fixated on may be the least important figure in the entire earnings report.
Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.
The Oracle of Omaha now has direct ties to the groundbreaking AI infrastructure buildout.
Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.
These AI stocks should directly benefit from Alphabet's increasing capex.
Under Greg Abel, Berkshire Hathaway has taken a sizable stake in Google-parent Alphabet.
Alphabet's attractive valuation doesn't tell the entire story.
The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...
Quantum computing is on the horizon.
Gemini may not be the most popular AI model, but investors are wrong to ignore Alphabet's AI progress.
EU fines Alphabet's Google €890 million for antitrust violations under the Digital Markets Act. The penalty represents the first major enforcement action under the new EU digital rules. The US administration responds with threats of retaliatory tariffs, adding to US EU trade tensions. Google is required to adjust core business practices in Europe or face the risk of further sanctions. Alphabet, the parent of Google (NasdaqGS:GOOGL), sits at the center of global search, digital advertising...
How diversified is a 147-stock fund when 10 names hold 60% of the money?
The AI cloud provider plans to spend about five times its past year's revenue building capacity in 2026.
Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.
Alphabet is doubling down on AI and has been gradually raising its capex budget. The stock has come off its 2026 highs, and any further weakness would make the stock a compelling buy.
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.
Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough spot ahead of the July 29 earnings report. Whether the pullback is an opportunity or a warning depends on one question Wall Street is still debating.
Artificial intelligence needs electricity; these high-yield energy companies are helping to provide it.
Big Tech is pouring hundreds of billions into AI every year, but investors are quietly starting to separate the winners from the companies that may never see a return on their colossal bets.
Drive past enough American commercial real estate and you start to notice the second acts. The bowling alley that became a church. The Sears that became a self-storage warehouse. Somebody put up the building for one reason, the reason expired, and the concrete found a new job. That pattern is not a ...
Tesla provided a fresh Robotaxi update on the eve of its Q2 earnings report.
Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.
Alphabet's AI spending spree could hand Lumentum and Celestica another tailwind as demand outpaces infrastructure supply.
Berkshire Hathaway has traded both stocks extensively over the last year.
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