Alphabet’s AI Push Takes Expensive New Turn
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is returning to debt markets for as much as $25…
Alphabet Inc (GOOG) Q2 2026 Earnings Call Highlights: Record Revenue Growth and AI Innovations …
This article first appeared on GuruFocus. Revenue: $119.8 billion, up 24% year over year. Google Services Revenue: $94.5…
Lovable signs multiyear deal with Google Cloud to up usage 5x, source says
Lovable and Google announced an expanded multiyear collaboration on Wednesday. Lovable, the fast-growing Stockholm vibe-coding startup, has long…
Google Won the Search War. It’s Using the Same Tactic to Win in AI.
While Anthropic hypes its unreleased Mythos AI model as dangerously powerful, Google is changing the conversation — to…
Warren Buffett’s Successor, Greg Abel, Just Sold 16 Stocks, but Piled Into an AI Titan That’s Now a Top-5 Position for Berkshire Hathaway
Big changes are afoot at Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB). With Warren Buffett retiring as CEO on Dec.…
SAP Unveils the Autonomous Enterprise | SAP Sapphire
The company introduces a unified SAP Business AI Platform, deepening partnerships with Anthropic, Amazon Web Services, Google Cloud,…
Five architects of the AI economy explain where the wheels are coming off
Earlier this week, five people who touch every layer of the AI supply chain sat down at the…
Skip the SoundHound Hype — These Three Titans Own the AI Infrastructure Layer That Actually Matters
Quick Read SoundHound AI (SOUN) has surged 43% on retail excitement, but the unprofitable voice AI play lacks…
Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating
Wednesday was a bad day to be an AI doomer. Microsoft and Alphabet, Google’s parent company, both reported…
Google to invest up to $40B in Anthropic in cash and compute
Google plans to invest up to $40 billion in Anthropic and support the AI firm’s growing computing needs,…