Google, Amazon, Microsoft and Meta have spent more than $1 trillion on artificial intelligence infrastructure since 2023. The total reached about $1.1 trillion ...

TL;DRAlphabet, Amazon, Meta, and Microsoft hold roughly $2.4tn in AI spending commitments, and two are already cash-flow negative The four largest US technology companies have locked in nearly two and ...

Search/Cloud growth and +30% operating income, but FCF turns negative as capex surges. Click here to read my latest analysis.

For years, researchers have tried to harness the "twist" of light to transmit data. This property describes how light spirals ...

Waymo's robotaxis began operating on freeways again Wednesday, starting in Phoenix — two months after the Alphabet subsidiary suspended all high-speed routes when its vehicles repeatedly failed to ...

Mayor Daniel Lurie on Tuesday publicly backed a proposal in Congress to reel in any unruly, autonomous vehicles.

Meta enters Q2 earnings after a record nine-session losing streak, with 2026 capex guidance of 125-145B dollars and 2027 ...

Buffett personally bought Alphabet for Berkshire but ranks AXP and KO higher, citing $175 billion in annual AI capex as a dealbreaker. OXY beat Q1 EPS consensus nearly 2x and is up 32% YTD, while ...

Alphabet (GOOGL) began trading as a member of the Dow Jones Industrial Average on Monday, June 29, 2026, replacing Verizon Communications after 22 years — and the 130-year-old index marked the ...

Alphabet makes its debut in the Dow Jones Industrial Average. The Supreme Court ruled Trump does not have the authority to fire Fed Governor Lisa Cook. Fresh talks will take place in Qatar over the ...

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