While Google’s cloud growth blew Wall Street away, a Stifel analyst worries it will be difficult for Microsoft Azure to ...

KEY TAKEAWAYS Alphabet Inc. (NASDAQ: GOOGL) plans capital expenditures of $175 billion to $185 billion in 2026, expanding AI ...

Cloud software stocks have been big winners on the market historically, but lately, one of the surest bets in investing over ...

Prediction: Nvidia Will Overtake Alphabet, Apple, and Microsoft to Become the World's Most Profitable Company by the End of 2027. Here's Why the "Magnificent Seven" Stock Is a Buy in January. By ...

As the numbers push higher, what is still unclear is whether the companies will all be able to execute on their lofty ...

Microsoft's Azure has been the fastest grower of the big three cloud computing companies. Alphabet has a cost advantage with its custom AI chips that should become more evident starting next year.

Google's parent company, Alphabet, reported record annual revenue exceeding $400 billion for the first time, driven by search and cloud growth despite significant AI spending.

Is Microsoft's pain Google's gain? Alphabet's stock is rising 1.5% in the extended session on Wednesday, while Amazon's stock ...

Alphabet beats earnings, but heavy AI infrastructure spending outlook unsettles Wall Street despite strong Google Cloud ...