Alphabet (GOOGL)
10 articles on this topic, newest first.
Apple's Real AI Bet Isn't a Chatbot. It's Siri Running Your Apps
Apple has stepped back from the race to build a smarter chatbot than ChatGPT. Instead it is building an "OS agent" that connects Mail, Photos, Calendar and hundreds of thousands of apps to actually finish tasks. 2026 is the first year that strategy gets tested as a product, not a keynote promise.
AGI Arrives Every Few Months. Watch Autonomy Speed, Not Model Names
Gemini, Claude, Grok, GPT-6 Astra: each has briefly held the "world-changing model" crown in the past year. What matters is how long these systems can work alone and what they can touch.
Why Google Bought 22 Years of Electricity Before More AI Chips
Even with money for GPUs, AI cannot run without power. Google's 13 billion euro bet on Finland points to a bigger shift than data center expansion: the AI bottleneck is moving from compute to electricity.
Higher Rates Don't Break Big Tech's Business. They Reprice Its Future.
Microsoft, Alphabet, Apple and Nvidia are sitting on more cash than debt. What rates actually change is the discount rate applied to cash flows a decade out, and whether a cut is a soft landing or a recession signal.
Why Meta jumped 6.5%: Muse is the first price tag on AI compute
Muse is not a big revenue line yet. But in a capex race running toward $145 billion a year, it is the first product-shaped answer to the question every AI investor is asking: how does this money come back?
The industry wins, the shareholder loses: AI's most awkward scenario
The biggest risk in AI is not that the technology fails. It is that AI works, spreads through the economy, and still destroys returns because too much capacity gets built. The internet succeeded. Plenty of dot-com investors did not.
AI Stocks Come in Three Kinds. Pricing Them the Same Way Is the Mistake
Nvidia, Meta and Tesla all get called AI growth stocks. They sell entirely different things: proven cash, a productivity boost hidden inside an old business, and a bet on a market that does not exist yet.
Gemini slipped for two months. Google is playing a bigger game.
ChatGPT pulled back ahead in chatbot web traffic. But the next contest Google is preparing for is not better answers. It is an agent platform that ties Search, Android, Workspace, Photos and Cloud together and actually finishes the job.
Same cloud, three different ways to earn the money back
Microsoft, Alphabet and Amazon are all spending enormous sums on AI infrastructure. The route each one takes to recover that capital is not the same, and that is what decides the winner.
The blue links are disappearing: what a website is worth when AI ends the search
Search is shifting from finding good pages to writing the answer itself. The convenience has a bill attached, and the people who produce the original pages are the ones paying it.
Nothing featured in this section yet.
Enter the email address where we should send the newsletter.