Amazon Cloud Needs to Deliver After Microsoft, Alphabet Misses
Amazon.com Inc. shares have largely climbed on the back of two trends: strength in its cloud business and a focus on costs.
Alphabet, Microsoft's cloud misses highlights capacity problem
Alphabet (GOOG, GOOGL) shares are under pressure after the company's cloud revenue fell short of Wall Street's expectations.
Alphabet, Meta, Microsoft set to spend $230 billion this year as hefty AI bills come under scrutiny
Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...
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Alphabet’s Stock Drops After Google Cloud Miss; Investors Wary of $75B Data Center Spending
Alphabet reported $81.6B in Q4 revenue, below analysts’ $82.8B estimate. Google’s parent company announced $75B in 2025 capex ...
Alphabet shares fall as cloud growth concerns and AI spending rattle investors
Alphabet shares fell 8% on Wednesday as investors balked at the Google parent's slowing cloud growth and planned $75 billion ...
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Alphabet Plans $75B In Capex This Year Amid AI Data Center Push
Google's parent company is planning more investment in AI infrastructure than analysts projected, even amid concerns around ...
Alphabet earnings: What to expect on AI and the cloud, with Google parent’s stock near a record
Alphabet reports fourth-quarter earnings after Tuesday's closing bell. Investors will be focused on cloud momentum and AI ...
Alphabet is planning to spend big on AI again this year, sending shares down
Alphabet's fourth-quarter earnings showed slowing growth in its Cloud Services business and a bigger-than-expected capex ...
Broadcom Stock (AVGO) Surges on Alphabet’s $75B AI Spending Plans
Broadcom (AVGO) stock surged 4.3% on Wednesday and gained another 1.5% in today’s pre-market trading session. This surge was ...
What Microsoft results mean for Alphabet and Amazon.com
Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while ...