Tag
Alphabet
32 articles
Lowe's Drone Delivery Pilot Targets High-Friction Project Moments
Home improvement retailer launches drone delivery in North Carolina with DoorDash and Alphabet's Wing, aiming to solve a specific customer pain point during active projects.
Blackstone, Alphabet Secure $22B to Build TPU Cloud Rival to Nvidia
Crux AI, a joint venture between the two companies, lands debt financing from 10 banks to scale compute capacity for AI labs without relying on Nvidia's dominant GPU ecosystem
Waymo Launches in Las Vegas as AV Operators Race to Saturate Market
Alphabet's robotaxi unit enters its 15th market with up to 1,000 vehicles permitted, but combined authorizations for three operators could flood Clark County with 8,000 autonomous vehicles within a year.
YouTube's Toy Freaks Ban Exposed the Creator Economy's Structural Flaw
A platform-coached creator built 13 billion views following YouTube's own guidance, then lost everything when advertisers demanded accountability.
Tech Giants Now Rival Treasury for Investor Dollars
Microsoft, Apple, Alphabet, Amazon and Meta are issuing bonds at yields so close to Treasury rates that investors are shifting capital away from government debt, forcing Washington to pay more to borrow.
Alphabet and Amazon P/E Ratios Hide True Valuations
Unrealized gains from Anthropic and SpaceX stakes inflate current earnings metrics, making the tech giants appear cheaper than they are.
Google Plans Full Pixel Exit From China by 2027, Shifting Flagships to Vietnam
Google has told suppliers all Pixel phones, watches and earbuds will be made outside China starting this year, with Vietnam absorbing flagship development work.
Alphabet's $94B and Nvidia's $21B SpaceX Stakes Push Shares Toward $150
13F filings confirm Alphabet and Nvidia hold combined SpaceX positions worth over $115 billion, backing a 6 percent rally on Aug. 17.
Abel Puts $38B Into Alphabet, Cuts Berkshire's Cash Pile by $15B in One Quarter
A portfolio disclosure shows Berkshire's Alphabet stake hit 106 million shares as Greg Abel spent a net $20 billion on stocks — the largest quarterly outlay since 2022.
Cramer's August Top Picks: Alphabet, Semi Equipment Stocks Lead AI Infrastructure Play
Jim Cramer named Alphabet his top stock to buy at his August Monthly Meeting, also favoring Lam Research, KLA Corp and Applied Materials on data center memory shortages.
Alphabet's Pixel 11 Puts Gemini Front and Center — Weeks Before Apple's Siri Reboot
The new smartphone lineup integrates Google's most capable Gemini AI, launching ahead of Apple's expected Gemini-powered Siri overhaul.
Move 37 at 10: How One AlphaGo Stone Launched a Hundred-Billion-Dollar AI Race
DeepMind's 2016 Go win produced a single stone placement that launched a decade of AI research and a commercial infrastructure race now worth hundreds of billions.
Alphabet Targets $25 Billion Bond Sale to Fund AI Infrastructure
The company is offering notes in up to 10 parts, testing investor appetite for AI-related financing after a summer market selloff.
Alphabet Falls 5 Percent as Gemini Delay and Jeff Dean Exit Spook Investors
Alphabet closed at $364.39 Wednesday, its worst single-day drop in over a year, after reports of a delayed Gemini 3.5 Pro release and the departure of AI pioneer Jeff Dean.
Peacock-YouTube Bundle Bets on Distribution Over Content Spending
Comcast's streaming service pursues subscriber growth through distribution deals rather than the billion-dollar content library consolidation defining its rivals.
Intel Drops 8% Despite Strong Guidance as AI Spending Fears Hit Nasdaq
Chip stocks led a Nasdaq selloff Friday as investors questioned the return on AI infrastructure spending, rotating into pharmaceuticals and other defensive sectors.
Trump Threatens EU Tariffs After Google Fine; Tech Lobby Scrambles
The president's move follows a $5.2 billion antitrust penalty from the European Commission against Alphabet, risking a broader trade dispute for U.S. tech firms.
Alphabet, Amazon Capex Surge Forces Tech Valuation Reset
Heavy AI and cloud spending compresses free cash flow at major technology companies, forcing investors to reprice the sector.
Mag 7 Stocks Drop: Tesla Leads Steep Decline as Nasdaq Falls
Mega-cap technology stocks posted their largest collective daily loss in over two years, with Tesla shedding 14.5 percent and Alphabet dropping 7.1 percent.
Alphabet, Tesla Shares Drop as AI Spending Costs Weigh on Margins
Alphabet fell about 4 percent and Tesla dropped more than 5 percent in premarket trading after both companies signaled higher AI capital expenditures
Trump Delays AI Order: Nvidia, Microsoft Face Fewer Regulatory Restrictions
The decision signals a U.S. strategy prioritizing AI development speed, easing regulatory burdens for major technology companies competing with China
Meta, Alphabet Bet on Executive Training: Soft Skills Drive Revenue Growth
Tech giants invest in etiquette training to reduce reputational risk and boost business development as industry matures
Tech CEOs Face Capitol Hill Grilling as $11 Billion in Ad Revenue Hangs in Balance
Meta, Alphabet and Apple executives will testify on child safety as lawmakers target platforms' monetization of young users
Druckenmiller Exits Alphabet, XLF; Buys STMicro, Broadcom, Intel
The legendary investor completely sold his Alphabet position after a 277 percent boost last quarter and divested his top-three XLF holding
Alphabet's ¥250 Billion Bond Sale Tests Yen Carry Trade Stability
The tech giant's record offering, the largest by a foreign issuer in Japan, shows corporations locking in low-cost funding as rate differentials widen
Cramer: AI Stock Rally Has More Room to Run Beyond Nvidia
CNBC host says it's 'not too late' to buy leading artificial intelligence stocks as enterprise demand accelerates
Nvidia Hits $208 on AI Chip Demand; Apple Services Growth Drives Rally
GPU maker extends market leadership as data center buildouts accelerate globally while Apple's recurring revenue stream reduces iPhone dependence
Tech Titans Drive S&P 500 to New Highs; Apple, Amazon, Google Lead Rally
The S&P 500 and Nasdaq surged to record levels this week, propelled by robust performance from mega-cap technology stocks and a renewed focus on growth catalysts, signaling strong investor confidence.
Google's Workspace AI Overhaul: Redefining Enterprise Productivity and Margins
Alphabet's latest Workspace enhancements, powered by Gemini, aim to embed AI deeply into daily business operations, intensifying its competitive push against Microsoft in the lucrative enterprise SaaS market.
Alphabet's SpaceX Stake: A Hidden Catalyst for GOOGL Valuation
Alphabet's strategic investment in Elon Musk's space exploration venture holds significant hidden value that Wall Street underprices, offering substantial upside for investors.
AI Agent Coordination: The Next Trillion-Dollar Bottleneck Reshaping Tech Investment
The shift from raw computational power to sophisticated multi-agent cooperation presents a formidable engineering and economic hurdle, redefining competitive advantages for leading tech firms and their capital allocation strategies.
Waymo's Revenue Engine Accelerates: Ridership Surges 300%
Alphabet's autonomous driving unit, Waymo, is proving its commercial viability with a dramatic increase in ridership, signaling a pivotal shift in the robotaxi sector's financial trajectory and market dominance.