Alphabet Inc. remains my largest position, rated Strong Buy despite its recent outperformance and a 20% pullback. I see the market underestimating GOOG’s growth trajectory post-Gemini 2.5, with ...

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Alphabet Inc.’s drone delivery company Wing will begin delivering parcels to homes in the San Francisco Bay Area this year, marking its latest expansion in a small but fast-growing market. Partnering ...

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Alphabet CEO Sundar Pichai will get a new performance-based equity pay package worth up to $692M. The new package ties Pichai's compensation partly to the financial performance of Waymo and Wing.

Robotics company Intrinsic has announced it will be folding into Google as the company bets on the future of physical AI in manufacturing. The company focuses on software tools to make robots more ...

Google is moving further into physical AI by bringing a familiar robotics software platform under its wing. Alphabet-owned Intrinsic, which builds AI models and software designed to make industrial ...

Alphabet's TPUs are a viable alternative to Nvidia's GPUs in some scenarios. Nvidia's are still the most popular computing units overall. Nvidia stock is cheaper than Alphabet right now -- something ...

Alphabet said Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ramp-up by the Google parent as it deepens investments to push ahead in the AI ...

Alphabet declined to answer one of its investors during questions about Google’s AI deal with Apple on Wednesday’s fourth-quarter earnings call. Instead of responding to an analyst’s question about ...

Alphabet today announced Q4 2025 earnings with $113.8 billion in revenue. These numbers range from October to December and wrap up the fiscal year. Revenue is up 18% from $96.5 billion in Q4 2024, ...