Alphabet faces high investor expectations following a year of significant stock growth, with the core focus being proof that ...

Alphabet GOOGL.O said on Tuesday it will spend $75 billion on its AI buildout this year, 29% more than Wall Street expected, and investors signaled disappointment at a missed cloud revenue target and ...

Alphabet's capital spending was also on the rise, with the company booking capital expenditures of $17.20 billion in the quarter. That was about 20% higher than $14.3 billion in the fourth quarter, ...

Right Tail Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. For 2025, the Right Tail portfolio increased by ...

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want to see a proven return on capital employed (ROCE) that is increasing, and secondly ...

Alphabet is experiencing robust growth in its cloud services, with a $106 billion backlog and significant capital outlays to support future demand. GOOG's cloud margins improved substantially in q2'25 ...

We continue to view Alphabet’s GOOGL stock as attractive. The network effect of Google’s core advertising business remains strong, and as we anticipated, hesitancy among advertisers is lessening, ...