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Alphabet Boosted by AI, Cloud Demand

Alphabet Boosted by AI, Cloud Demand as Spending Needs Jump

Alphabet Inc. said demand for artificial intelligence products boosted quarterly sales, and now requires an extreme increase in capital spending — heightening pressure on the company to justify the cost of keeping up in the AI race.

Reuters on MSN · 1d

Alphabet jumps as AI-driven spending fuels cloud revenue surge

Alphabet shares rose more than 3% in early trading on Thursday as the Google parent's earnings underscored a key message to investors: AI spending is climbing, but so are the returns.

The Financial Times · 1d

Alphabet profits jump 20% on strength in search and cloud units

Alphabet posted another quarter of double-digit growth in revenue and profit, as the search giant’s efforts to integrate artificial intelligence start to bear fruit and demand for cloud computing surged.

Alphabet updates AI spending forecast

Seeking Alpha · 14h

Alphabet Is Shifting From An Alpha Bet To Tech's Best Stalwart

Alphabet Inc.'s $85B AI capex is backed by a $106B cloud backlog, showcasing tangible ROI. Click for my updated look at GOOGL stock post Q2 earnings.

MarketWatch · 1d

Tech Up as Alphabet Earnings Stoke AI Optimism -- Tech Roundup

Shares of technology companies rose after Alphabet's earnings stoked speculation on artificial-intelligence peers. Shares of the Google owner rose as its investment in AI capabilities appeared to pay off at its cloud-computing unit.

TheStreet on MSN · 1d

Alphabet updates AI spending forecast after earnings surprise

The hyperscaler wars are still raging despite concern earlier this year that cloud network players, including Alphabet, Amazon, and Microsoft, may cut capital spending on AI infrastructure. Concerns that surging spending to refresh and build out cloud networks accelerated when China’s DeepSeek chatbot launched with a shockingly low $6 million development cost,

21h

Alphabet: Too Cheap Given The AI Potential

Alphabet Inc.'s Q2 earnings exceed expectations, fueled by AI-driven growth in Cloud and Search. Click for my updated look at ...

Alphabet CEO Sundar Pichai Hails ‘Standout’ Q2 as AI Drives Growth Across Divisions

Alphabet CEO Sundar Pichai praises a standout Q2 driven by AI-powered growth across divisions, with Google Search and Cloud ...

2don MSN

Google’s AI push pays off with solid second quarter, but doubts about company’s future persist

Google’s accelerating shift into artificial intelligence helped propel its corporate parent to another quarter of solid ...

2don MSN

Alphabet’s (GOOGL) AI Overviews Are Monetizing Well—Analysts See Upside Ahead

Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks in the Spotlight Right Now. On July 22, Stifel analyst Mark Kelley ...

Alphabet beats earnings targets, but investors worry about increased AI spending

The addition of AI Overviews to Google Search may be one reason why that business continues to show strength. It brought in ...

Alphabet (GOOGL) Gets $190 Price Target Ahead of Earnings, Analyst Sees Favorable Setup

Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks on Analysts’ Radar Right Now. On July 21, Wolfe Research analyst Shweta ...

1don MSN

Alphabet (GOOGL) Unveils New AI Search Features for Advanced Research and Problem-Solving

Alphabet Inc. (NASDAQ:GOOGL) ranks among the best magic formula stocks to invest in. Robby Stein, VP of Product at Google ...

2don MSN

Alphabet tops Q2 estimates with 14 percent revenue jump as AI ambitions and legal challenges define future

Alphabet Inc. reported strong second-quarter earnings, exceeding Wall Street's expectations with a 14 percent revenue ...

Alphabet Inc (GOOG) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and AI Momentum

Alphabet Inc (GOOG) reports robust financial performance with significant gains in Google Cloud and YouTube, while navigating increased expenses and supply challenges.

1don MSN

Why Google may have just kicked off a new wave of the AI spending rush

Analysts note new tax provisions could be giving the large technology companies more flexibility to invest in chips and other ...

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