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GOOGLE CLOUD BACKLOG
Alphabet’s AI risks deepen as filing reveals $98 billion in commitments beyond the $1 trillion spending- Google shares crash 13% after $9 billion cash burn sparks AI spending fears
- Why did Alphabet stock crash 10% as Microsoft shares rose nearly 4%? Google parent may face its worst post-earnings drop ever as search ads slow and cash flow turns negative
- Microsoft, Amazon and Google may spend $600 billion on AI in 2026. Will investors see returns?Microsoft, Amazon and Google could spend as much as $600 billion on AI in 2026, but investors want to know whether the massive investment w...27 Oct, 2026, 08.06 PM IST
- Big Tech earnings a test of the AI boom amid market turmoilInvestors are pressing for evidence that the AI boom can deliver swift returns to justify its enormous price tag. Rising bond yields at AI ...27 Oct, 2026, 03.37 PM IST
- Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...04 Sep, 2026, 04.44 PM IST
- Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...26 Aug, 2026, 10.21 PM IST
- AMI’s Nvidia chip bet; Groww’s new growth playHappy Wednesday! AMI has ordered 9,000 Nvidia Vera Rubin chips, becoming one of Asia’s first such adopters. This and more in today’s ETtech...26 Aug, 2026, 07.42 AM IST
- AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...26 Aug, 2026, 06.00 AM IST
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...15 Aug, 2026, 12.37 AM IST
- US Stock Market: JP Morgan raises S&P 500 year-end target to 8,000 on AI, earnings optimismJ.P. Morgan raised its S&P 500 year-end target to 8,000, citing stronger corporate earnings and growing confidence in AI investments. The b...11 Aug, 2026, 11.16 AM IST
- Microsoft shares surge 16% as AI cloud bet starts showing up in numbersMicrosoft shares surged 16% after stronger-than-expected guidance, robust Azure cloud growth and rising Microsoft 365 Copilot adoption ease...30 Jul, 2026, 07.55 PM IST
- Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...20 Jul, 2026, 06.09 PM IST
- Google limits Meta's use of its Gemini AI models: ReportGoogle, owned by Alphabet, told Meta around March it could not meet the full Gemini capacity the company had sought to purchase, the news...28 Jun, 2026, 04.02 PM IST
- Anthropic commits to spending $200 billion on Google's cloud and chips: ReportAI startup Anthropic will spend a massive $200 billion with Google Cloud over five years. This deal significantly boosts Google's revenue b...06 May, 2026, 06.24 AM IST
- Google stock price, Alphabet earnings, revenue and profit rise after AI drives quarterly resultsGoogle stock price, Alphabet earnings, revenue and profit moved higher after the company reported strong quarterly results. The company pos...30 Apr, 2026, 02.20 AM IST
- Google names Amin Vahdat as new chief of AI infrastructure buildout: Semafor reportsGoogle has named veteran leader Amin Vahdat as chief technologist for AI infrastructure as it massively expands data centre and hardware sp...11 Dec, 2025, 10.14 AM IST
- Alphabet stock skyrockets after stellar earnings - key points for investors to noteAlphabet stock skyrocketed after a blockbuster quarter. Shares jumped 8% pre-market to $296.70 after closing at $274.57, up 2.82%. Alphabet...30 Oct, 2025, 05.28 PM IST
- Oracle shares surge 43%, co-founder Ellison tops Musk as world's richestOracle shares saw a significant surge. This happened after a strong forecast for its cloud sector. Larry Ellison's wealth increased substan...11 Sep, 2025, 05.39 AM IST
- Alphabet sees net profit rise 19%; says AI Mode ‘going well’ in India and the USAlphabet's Q2 net profit surged 19% to $28.2 billion, fueled by robust growth in Google Cloud and the positive impact of AI across its prod...24 Jul, 2025, 11.21 AM IST
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