AI capital expenditure returns face their biggest test this week as Alphabet, Tesla, and Intel report Q2 2026 earnings.

Bank of America reiterates a buy on Google with a $430 target ahead of July 22 earnings, flagging an $80 billion Anthropic ...

Alphabet is downgraded to neutral as surging expectations have made the stock a crowded trade. Rapid AI-driven narrative shifts surrounding Google and strong cloud/LLM share gains have fueled ...

Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is a mega-cap tech giant that’s seen absolutely incredible growth in recent years. This year alone, Alphabet has seen its market capitalization surge ...

We expect search to remain resilient as artificial intelligence continues to unlock net new monetizable queries while giving Alphabet more context, enabling better targeting. We think Google Cloud ...