Alphabet grew Q2 revenue 24% but fell 7% on a capex hike. At $361, its forward P/E near 28 could appeal to investors willing to look past the spending.

Berkshire Hathaway CEO Greg Abel makes his bet on which company will be a leader in AI.

Both Tesla and Alphabet signaled higher spending as they invest in artificial intelligence.

Google and Meta both reported blowout Q2 revenue growth, yet only one of them left investors rattled and sitting on a year of losses. The divergence between their AI bets reveals a fundamental split in how Big Tech survives the spending era.

About 12% a year for six years gets it done. The hard part is a $200 billion spending program.

Aug 6 (Reuters) - Alphabet is looking to raise between $20 billion and $25 billion from its latest U.S. bond offering, a source familiar with the matter said on Thursday, weeks after the tech giant's 2026 capital spending outlook triggered a steep selloff.

Second-quarter capital expenditures surged to $44.9 billion, twice last year's level, and Alphabet signaled another increase in 2027.

Alphabet Inc. reported ~$20B Cloud revenue in Q1, growing 63% YoY and significantly outpacing overall company topline expansion. Google Cloud backlog surged to ~$462B, nearly doubling QoQ, with over 50% expected to convert into revenue within 24 months.