Alphabet beats on cloud revenue, posts strong Gemini usage:

benzinga.com/markets/earnings/26/07/60624431/alphabet-beats-q2-estimates-as-google-cloud-grows-82-our-ai-investments-are-redefining-whats-possible

Jul 22

Alphabet Beats Q2 Estimates as Google Cloud Grows 82%: 'Our AI Investments Are Redefining What's Possible

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Jul 23

Alphabet is falling on a big spending forecast increase. What analysts are saying

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Financial Post

B−

Jul 22

Alphabet beats on cloud revenue, posts strong Gemini usage: Alphabet reported cloud revenue that far surpassed Wall Street’s expectations and strong gains in ...

financialpost.com/investing/alphabet-beats-cloud-revenue-strong-gemini-usage

Bloomberg

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Jul 22

Alphabet Posts Cloud Sales Beat, Slight Miss on Search Revenue

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marketwatch.com

Jul 21

Alphabet is pouring record cash into data centers, and earnings will show whether that’s paying off

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Benzinga

Credibility B+

Oct 15

OpenAI, Anthropic AI Lead Is ‘Very Perishable,’ Professor Says - Alphabet (NASDAQ:GOOGL)

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datacenterdynamics.com/en/news/googles-deepmind-hiring-for-nuclear-expert/

datacenterdynamics.com Oct 17

Google's DeepMind hiring for nuclear expert: Will be responsible for evaluating and mitigating the safety risks of frontier AI models in the nuclear domain

reuters.com/business/ai-turned-google-cloud-also-ran-into-alphabets-growth-driver-2025-10-31/

Oct 31 25

AI turned Google Cloud from also-ran into Alphabet’s growth driver: Once a money-losing backwater, Google Cloud has become one of Alphabet's fastest-growing ...

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Quartz

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Amazon stock soars 13% as the cloud powers shares toward their best day in years: After months of anxiety over whether Amazon could keep up with Microsoft and ...

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Alphabet becomes fourth company to reach $3 trillion market cap: Google's parent company added hundreds of billions of dollars in value in September following a ...

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reuters.com/business/retail-consumer/big-tech-may-be-breaking-bank-ai-investors-love-it-2025-07-31/

Jul 31 25

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cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html

Jul 30 25

Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion

Key FactsMicrosoft tops forecasts and reports Azure revenue for first time

Jul 30, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: cnbc.com

Microsoft reported EPS of $3.65 and revenue of $76.44 billion, both exceeding LSEG expectations.

Microsoft disclosed Azure’s dollar scale for the first time; fiscal-2025 revenue exceeded $75 billion, while quarterly growth reached 39%.

Finance chief Amy Hood forecast first-quarter revenue of $74.7 billion to $75.8 billion, above the $74.09 billion LSEG consensus.

Microsoft expects over $30 billion in first-quarter capital expenditures and assets acquired through finance leases, while data-center capacity remains constrained.

"I talked about it, my gosh, in January, and said I thought we'd be in better supply-demand shape by June," Hood said. "And now I'm saying I hope I'm in better shape by December."— Microsoft CFO Amy Hood, on a conference call with analysts, discussing the expected supply-demand balance and quarterly outlook.

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Entrepreneur

Jul 25 25

This Big Tech CEO Just Became a Billionaire for the First Time: Sundar Pichai, the 53-year-old CEO of Google and its parent company Alphabet, is now worth $1 ...

entrepreneur.com/business-news/google-ceo-sundar-pichai-is-a-billionaire-for-the-first-time/495064

Key FactsGoogle Cloud Expands AI Partnership with OpenAI

Jul 24, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: techcrunch.com

CEO Sundar Pichai expressed strong enthusiasm about supplying OpenAI with cloud computing support through Google Cloud.

Google Cloud’s revenue surged to $13.6 billion in Q2 2025, fueled by AI-related clients including OpenAI.

OpenAI added Google Cloud to its list of key cloud providers due to constraints with Nvidia GPUs.

Google’s AI chatbot Gemini now has 450 million monthly active users, reflecting progress in AI product development.

We are very excited to be partnering with them on Google Cloud.
— Sundar Pichai made this statement during Google’s second-quarter earnings call.

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reuters.com/business/alphabet-jumps-ai-driven-spending-fuels-cloud-revenue-surge-2025-07-24/

Jul 24 25

Alphabet jumps as AI-driven spending fuels cloud revenue surge: Alphabet shares rose more than 3% in early trading on Thursday as the Google parent's earnings ...

2 6

reuters.com/business/google-parent-alphabet-surprises-with-capital-spending-boost-after-earnings-beat-2025-07-23/

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Jul 24 25

Google's financial performance remains unaffected by competition from ChatGPT

Engadget

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Jun 10 25

OpenAI will reportedly start using Google's cloud servers: OpenAI has inked a deal with Google to begin using the latter's cloud computing service ...

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Ars Technica

Jun 02 25

Google settles shareholder lawsuit, will spend $500M on being less evil: Google could also be liable for legal fees in the case.

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May 15 25

Coreweave signs new $4 bln deal with OpenAI, filing shows: Nvidia-backed AI company Coreweave has signed an additional agreement with OpenAI under which the ...

Key FactsCoreWeave Outlook: CapEx and Lockup Risks

May 15, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: wccftech.com

CoreWeave reported Q1 2025 revenue of $981.632 million, beating consensus by 14%.

Guidance disappointed with projected Q2 CapEx of $3–3.5 billion alongside revenue guidance of $1.06–1.10 billion, and FY2025 revenue is forecast at $4.9–5.1 billion with CapEx of $20–23 billion.

The company added Google as a hyperscaler customer and carries an order backlog of $25.9 billion, including $11.2 billion from OpenAI.

DA Davidson downgraded CoreWeave to Underperform with a $36 price target, noting limited short-term downside due to a very small float and very high cost to borrow but warning risk may increase after lockup expirations and potential secondary offerings.

We realize shares may have limited short-term downside given the very small float and very high cost to borrow, but that may change upon the expiration of the lockup and likely need for secondaries.
— Gil Luria, DA Davidson analyst, commenting on CoreWeave (CRWV) and the stock's limited downside due to its float

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Growth Stocks Are the Place to Be After Microsoft and Meta Earnings: Investors should consider growth stocks like Nvidia, Broadcom, and Arista Networks ...

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Apr 26 25

Google’s profits skyrocketed 50% in Q1, beating expectations: Google's profits rose 50% in this year's first quarter, beating analysts' ...

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neowin.net

Feb 13 25

AI-powered answers may soon be part of Reddit's search: During its Q4 earnings call, Reddit's CEO shared plans to integrate AI-powered answers with its ...

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Feb 04 25

Alphabet shares drop as much as 9% on revenue miss, soaring AI investments : Alphabet reported fourth-quarter earnings on Tuesday after the close of regular ...