Alphabet sold bonds that don’t mature until 2126, and got way more interest than it needed. The deal brought in almost ten ...

A jaw-dropping 2026 capex budget highlights just what could be at stake in the AI race.

Alphabet's high CapEx, projected at $175-185 billion in 2026, pressures free cash flow but supports critical AI investments.

Alphabet delivered strong Q4 2025 results, but I maintain a 'Hold' rating due to valuation and capital expenditure risks.

With revenue topping $400B for the first time, the Chocolate Factory is at no risk of putting itself in the poor house Google ...

Market discernment may curb unrealistic AI investments, supporting better risk pricing. The bond markets and equity markets appear to be taking different views on the sustainability of artificial ...

Unbridled AI spending plans by the likes of Alphabet to Meta Platforms and Amazon have fanned fears of an AI arms race.

July 22 - Bank of America analysts argue that leading AI names like Nvidia (NASDAQ:NVDA), Super Micro Computer (NASDAQ:SMCI) and Alphabet (NASDAQ:GOOGL) are not exhibiting classic bubble behavior, ...

A rare 100-year bond issued by the owner of Google will compound fears that tech firms’ historic debt-fuelled capital expenditure is evidence of an AI bubble. But, this is a shot in the arm for the UK ...