Alphabet AI-driven revenue acceleration, margin expansion, and new TPU hardware sales offer multiple paths to long-term ROIC.

The market momentum in the last month has made many investors feel confident as the beta — the general market lift — did a lot of heavy lifting for positions. But at the end of the day, we are still ...

Alphabet and Amazon both dropped massive AI infrastructure numbers this quarter, but pouring billions into compute means nothing if you cannot turn silicon into revenue before the interest clock runs ...

The Nasdaq Composite popped 2.69% on investors enthusiasm over Alphabet and its new AI model Gemini 3. Amazon will spend up to $50 billion on AI infrastructure for its US. government customers. OpenAI ...

Alphabet and Tesla headlined a busy afternoon of Big Tech earnings reports that will help determine where the AI trade is headed next.

Intelligent Alpha’s Doug Clinton and Oppenheimer’s Jason Helfstein join 'Closing Bell' to discuss what Clinton's focused on in Alphabet's earnings results, the appetite for capex and much more. Got a ...

Doug Clinton, Intelligent Alpha founder and CEO, joins 'Closing Bell' to talk his outlook in Big Tech and what prompted his decision to sell Alphabet.