Google parent AlphabetGOOGL delivered fourth-quarter earnings and revenue that topped consensus estimates as cloud computing revenue came in well above expectations but YouTube ad revenue missed.
Thu, April 2, 2026 at 10:55 AM UTC My portfolio has benefited from the hyperscaler capex race for the better part of two years now, and even I did a double-take when Dylan Patel, CEO of semiconductor ...
Google (GOOGL) plans to spend $175-185B on capex in 2026, consuming essentially all of its $164.7B operating cash flow and driving free cash flow to near zero, while Amazon is spending ~$200B in capex ...
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