Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor ...

Alphabet had an excellent year in 2025, but 2026 is not yet a given.

Bill Ackman has helped Pershing Square Capital Management make billions of dollars on the Alphabet stock positions since the end of Q3.

Does the search giant's cloud growth (and the spending required to support it) justify buying shares today?

Right Tail Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. For 2025, the Right Tail portfolio increased by ...

Alphabet CEO Sundar Pichai said his company plans to invest about $75 billion in capital expenditures this year. The announcement came as part of Alphabet's fourth-quarter earnings report. Meta ...

Alphabet is experiencing robust growth in its cloud services, with a $106 billion backlog and significant capital outlays to support future demand. GOOG's cloud margins improved substantially in q2'25 ...

Alphabet beat second-quarter revenue and profit estimates on Tuesday, driven by a rise in digital advertising sales and healthy demand for its cloud computing services, but flagged that capital ...

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned ...

Alphabet GOOGL.O said on Tuesday it will spend $75 billion on its AI buildout this year, 29% more than Wall Street expected, and investors signaled disappointment at a missed cloud revenue target and ...

Atai Capital, an investment management firm, recently released its third-quarter 2023 investor letter. A copy of the same can be downloaded here. The fund declined by 5.8% in the third quarter which ...

Alphabet CEO Sundar Pichai said the company is planning another big year of spending as it continues to build out its artificial intelligence offering. Stream Los Angeles News for free, 24/7, wherever ...