Alphabet, Microsoft's cloud misses highlights capacity problem
Alphabet (GOOG, GOOGL) shares are under pressure after the company's cloud revenue fell short of Wall Street's expectations. Microsoft's (MSFT) Azure also missed bringing the story of Big Tech's rapid cloud segment growth into question.
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Alphabet’s Stock Drops After Google Cloud Miss; Investors Wary of $75B Data Center SpendingAlphabet reported $81.6B in Q4 revenue, below analysts’ $82.8B estimate. Google’s parent company announced $75B in 2025 capex ...
Google's parent company is planning more investment in AI infrastructure than analysts projected, even amid concerns around ...
Alphabet shares fell 8% on Wednesday as investors balked at the Google parent's slowing cloud growth and planned $75 billion ...
Alphabet reports fourth-quarter earnings after Tuesday's closing bell. Investors will be focused on cloud momentum and AI ...
Alphabet CEO Sundar Pichai said the company is planning another big year of spending as it continues to build out its artificial intelligence offering. TakeAway Points: Sundar Pichai, the CEO of ...
Alphabet's fourth-quarter earnings showed slowing growth in its Cloud Services business and a bigger-than-expected capex ...
Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while ...
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Microsoft (MSFT), and Google parent Alphabet (GOOG) are expecting a cumulative $228 billion in capital expenditures in 2025, driven by their investments in artificial intelligence infrastructure. That ...
Broadcom (AVGO) stock surged 4.3% on Wednesday and gained another 1.5% in today’s pre-market trading session. This surge was ...
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