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The Latest Breaking News from Alphabet

'We recommend that investors avoid this IPO': One top analyst's harsh verdict on SpaceX

Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible

Fortune

Dell raises annual forecasts as AI data center buildout fuels demand

US tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure ‌this year, ⁠which would ⁠drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer.

The Economic Times

2 Warren Buffett-Inspired Fund Managers Disagree on Amazon Stock, and Why I’m Staying on the Sidelines Here

While Berkshire Hathaway exited Amazon in Q1, Bill Ackman's Pershing Square doubled down on the stock. How should investors play Amazon stock?

Barchart

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Is Alphabet Stock Outperforming the Dow?

Alphabet has outpaced the Dow Jones Industrial Average recently, and analysts are highly optimistic about the stock’s prospects.

Barchart

The CFOs steering Big Tech's trillion-dollar AI bet

At Meta, Microsoft, Alphabet, Oracle, OpenAI, and Nvidia, the finance chiefs steering AI investments are all women.

Fortune

Meet Sanjay Mehrotra, who went from visa rejections to become CEO of trillion-dollar tech giant Micron

Sanjay Mehrotra, CEO of Micron Technology, has led the chipmaker to a market valuation exceeding $1 trillion, joining fellow Indian-born tech leaders like Microsoft's Satya Nadella and Google's Sundar Pichai. Despite early visa rejections, Mehrotra's persistence paved the way for his success in the competitive memory-chip industry, now crucial for…

The Economic Times

AI is Powering A Semiconductor Boom

As tech giants spend astronomical sums on data centers, chip companies are scrambling to keep up. Expect demand to outstrip supply for a while.

Kiplinger

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The 2026 Fortune Most Powerful Women list is here—and 11 CFOs made the cut

Huawei's Meng Wanzhou, Microsoft's Amy Hood, Meta's Susan Li, Alphabet's Anat Ashkenazi, and Nvidia's Colette Kress all land in the top 50.

Fortune

Why Traders Are Watching Bull Call Spreads on GOOGL

Alphabet (GOOGL) has been holding up well and just bounce right at the 20-day moving average.

Barchart

Five giant hyperscalers—and Nvidia—share a surprising trait: female CFOs

How female finance chiefs rose to the top at the most consequential moment for AI spending.

Fortune

AI rally: SK Hynix, Micron Technology join trillion-dollar club; Taiwan bourse overtakes India in market value

The AI boom is fueling a surge in chipmakers like SK Hynix, Samsung, and Micron, pushing them into the $1 trillion market-cap club. This global tech rally has propelled Taiwan past India in market value, highlighting the dominance of AI-driven semiconductor giants.

The Economic Times

Waymo has suspended all its robotaxi rides on freeways in the US over safety concerns

Waymo said the pause is temporary and only to integrate software updates, but they follow earlier recalls and software defects to the Alphabet subsidiary

The Independent UK

After NVIDIA, Broadcom's Earnings Are Next—Here's What to Watch

Broadcom's next earnings report is on the horizon. While the financials will be key, see why Broadcom's thoughts on Alphabet could be a needle mover.

MarketBeat

Alphabet Just Unveiled Its Most Ambitious AI Lineup Yet

At Google I/O 2026, Alphabet unveiled a suite of new AI models and features, including Gemini 3.5 Flash, Omni, and Antigravity 2.0, as it looks to sharpen its competitive edge.

MarketBeat

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Evening Standard

Big tech earning £200k per person from data of each internet user in UK, report finds

Amazon, Microsoft, Meta and Alphabet extract up to £1,000 annually from a single user’s personal data, according to the report

International Business Times UK

Berkshire Hathaway AI Stock Portfolio Now Has 37% Riding on Just Three Tech Giants

Berkshire Hathaway shifts focus to AI investments, with over a third of its portfolio in AI-linked stocks. Is it marking a departure from Warren Buffett's tech-averse strategy?

Barchart

GDP, Earnings and Other Key Things to Watch this Week

Markets enter the final week of May with a holiday-shortened trading schedule following Memorial Day Monday closure, compressing important economic data and high-profile earnings into four sessions.

MarketBeat

The Smart Glasses Gold Rush Is Leaving Old-School Eyewear Behind

Alphabet and Samsung's entry into smart glasses signals a hardware supercycle, challenging Meta's early market lead with EssilorLuxottica.

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news in one place.

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Barchart

Microsoft Stock Is a Buy as OpenAI Prepares for an IPO. Here’s Why.

OpenAI is reportedly looking to file for an IPO. MSFT stock looks like a buy ahead of the AI startup's listing.

The Economic Times

Grok falls flat in Washington, undercutting SpaceX's AI growth story

SpaceX's AI chatbot Grok faces significant challenges gaining traction within the U.S. government. Federal agencies show a strong preference for competitors like OpenAI and Alphabet. This limited adoption raises questions about SpaceX's ambitious valuation and its projected AI market share. Grok's struggle in the government sector may also impact its…

MarketBeat

AI Consolidation Begins: Blackstone & Google Forge an AI Empire

The Blackstone-Google joint venture is reshaping the AI cloud landscape, creating a new paradigm for institutional investment in core infrastructure.

The Economic Times

Nvidia to announce Q1 earnings tonight. What to expect and why there could be a $350 billion price swing

All eyes are on Nvidia’s April quarter earnings as investors assess whether the AI chip giant can sustain its explosive growth momentum. Strong AI spending by Big Tech firms is expected to support another robust quarter, though concerns around valuations, competition, China exposure, and data centre demand continue to keep…

The Economic Times

Google DeepMind hires staff from Contextual AI in licensing deal, source says

Google DeepMind is reportedly acquiring over 20 researchers and licensing technology from AI startup Contextual AI for $80 million to $90 million. This move follows Alphabet's strategy of talent acquisition through licensing deals, similar to past agreements with Windsurf and Character.AI.

Barchart

Dear Google Stock Fans, Mark Your Calendars for May 19

Alphabet’s Google I/O event is expected to showcase major Gemini AI upgrades and deeper agentic AI integration.

MarketBeat

Ackman and Berkshire Are Betting Against Each Other on AI

Bill Ackman's Pershing Square made big moves in top AI hyperscaler stocks in Q1, with several standing in clear contrast to Berkshire Hathaway's changes.

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