BofA Securities projects all three hyperscalers will spend upwards of $140 billion each in 2026 to support the data-center ...

Alphabet Inc. shares have performed extremely well over the last year, but selling now could be a big mistake. Based on megatrend themes, significant competitive advantages and earnings growth ...

Alphabet said it would issue $80 billion of equity, including $10 billion of stock to Berkshire Hathaway, as it funds its huge AI computing infrastructure buildout. Alphabet said it plans to issue $30 ...

I first made Alphabet (GOOGL) a Long Idea in February 2018. Since then, the stock is up 110% compared to a 46% gain for the S&P 500. Even after such strong outperformance, the stock has another 43%+ ...

Alphabet remains my top large-cap tech pick, reaffirmed by exceptional Q1 earnings and AI-driven momentum. Q1 highlights include 63% cloud revenue growth, 19% core search growth, and a 60% QoQ ...

Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) released a terrible earnings report on Oct. 25. And since the company has few good things to say about its near-term prospects in the online ad market, its ...

Microsoft Office, which is now marketed as Microsoft 365, is a staple for many businesses. More than 1 million companies in the world use that software package, which includes Word, Excel, Outlook, ...

Berkshire has largely avoided investing in the tech sector in the past.

Third Point apparently bought back a big stake in Google parent Alphabet. The search giant was the hedge fund firm’s fifth-largest long position at the end of last month, according to the firm’s ...