Alphabet news
The latest Alphabet news, : Generative UI Could Turn Google Into Your Booking.com via @sejournal, @slobodanmanic.
99 stories mentioning Alphabet since 9 September 2026, newest first, each with its sources and discussion. This page shows the newest 60. Follow to see new ones on your front page.
Funding and deals undisclosed reported
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Generative UI Could Turn Google Into Your Booking.com via @sejournal, @slobodanmanic
Google and OpenAI have introduced generative UI features that dynamically create interactive interfaces—like charts, buttons, or maps—within their AI-powered tools. Google’s Generative UI launched globally in English…
1 sourceSearch Engine Journal -
Monolithic Power Systems and Analog Devices linked to AI data center power demand
Markets are being pulled by elections in Brazil and Serbia, oil worries in the Middle East, and a busy earnings week for Alphabet, Microsoft and Amazon. The article uses this backdrop to highlight three AI‑focused…
1 sourcefinance.yahoo.com -
Anthropic may spend $750 billion on compute over next decade, WSJ reports from S-1 draft
The Wall Street Journal reported details from a draft Anthropic S-1 filing ahead of its planned IPO. The draft shows the company could spend up to $750 billion on compute capacity over roughly the next ten years. Most…
2 sourcescryptobriefing.comfinance.yahoo.com -
Analyst says Google TPU sales may challenge Nvidia's $250B market
IO Fund analyst Beth Kindig argues that Alphabet is positioning its Tensor Processing Units (TPUs) as a direct economic challenge to Nvidia. In a recent note, Kindig stated that Google's strategy is shifting from…
1 sourcestocktwits.com -
Apollo analysis finds AI delivers zero financial payoff outside Magnificent Seven
Apollo Global Management's chief economist Torsten Slok reported that despite massive AI investments, the technology has delivered zero financial payoff to corporate America outside the Magnificent Seven tech stocks.…
7 sources HN 106finance.yahoo.combusinessinsider.comTechCrunch AITom's Hardware +1 more -
Eric Schmidt says China trails US by 6 months but may win AI race
Eric Schmidt, former CEO of Alphabet, stated on the In Good Company podcast that China lags behind the United States in artificial intelligence by approximately six months. However, he warned that the US is effectively…
2 sourcesThe Decoderfinance.yahoo.com -
Alphabet says Google Cloud revenue up 82% to $24.8B, Gemini hits 950M users
Alphabet’s cloud division posted a striking 82% year‑over‑year revenue increase last quarter, reaching $24.8 billion. That compares with $13.6 billion in the same quarter a year earlier, adding $11.2 billion of new…
2 sourcesfool.comfinance.yahoo.com -
Opinion: Apple and Alphabet offer resilient long-term AI exposure
An opinion piece argues that Berkshire Hathaway holdings Apple and Alphabet represent dependable long-term investments amid questions about whether heavy corporate artificial intelligence spending can sustain its…
1 sourcefool.com -
Google CEO Sundar Pichai warns AI computing shortages could last until 2027
Alphabet CEO Sundar Pichai told the Big Technology Podcast that the AI industry is already short of computing capacity and that the shortage could persist through 2027. He said Google’s current capacity reflects…
1 sourcecnbctv18.com -
Nokia's AI & Cloud revenue rises 123% after Nvidia backs AI-RAN partnership
Nokia (NOK) is shifting from its historic phone business to AI networking equipment, leveraging a $1 billion investment from Nvidia that gave the chipmaker a 2.9% stake. The two firms are developing AI‑radio access…
1 sourcefool.com -
SpaceX plans 440,000 Nvidia Vera Rubin computers for AI training
SpaceX reported its first quarterly profit, with net income reaching $4.4 billion and revenue up 161%. The company's AI division, now named SI or Super Intelligence, saw sales jump 835% year over year, driven by…
2 sourcesfool.comstocktwits.com -
Jensen Huang says physical AI will drive growth, highlights Cognex and Symbotic
At a Berlin investment conference, Nvidia CEO Jensen Huang said the next wave of artificial intelligence will be physical, embedded in robots, cars and production lines. He warned that "electrons will never replace…
1 sourcefinance.yahoo.com -
Meta's five‑year cds spread rises to 111.57 bps
Meta's five‑year credit‑default swap (CDS) spread climbed to 111.57 basis points on Tuesday, up from 68.23 on April 20, according to Dow Jones Market Data. The increase signals that investors are demanding higher…
1 sourcefinance.yahoo.com -
Google's TPU sales could reach $75 billion in 2027, analyst predicts
Alphabet's Tensor Processing Units, originally built to cut Google's own AI compute costs, are being positioned as a commercial product. Evercore ISI analyst Georgia Anderson predicts the chips could generate $75…
6 sourcesfinance.yahoo.comaol.comcryptobriefing.com247wallst.com -
Alphabet loses $860B in value as AI spending outpaces Apple
Alphabet has lost approximately $860 billion in market value since its peak, a sum nearly equal to Walmart's entire valuation of $937.1 billion. In contrast, Apple remains near all-time highs, valued at $4.95 trillion,…
1 source247wallst.com -
Is this the beginning of the end of the AI stock market boom?
Investors are questioning whether the estimated $US1tn AI investment this year rests on solid ground. The Nasdaq 100 slipped 5.5% last week, reviving fears of an AI bust, while the failed ASX listing of Australian…
1 sourceThe Guardian AI -
Motley Fool scores Meta ahead of Alphabet on AGI readiness
Motley Fool’s AIball scoring system compares Alphabet and Meta Platforms on how well each is positioned for the rise of artificial general intelligence (AGI). The analysis notes that Meta’s ad revenue is largely…
1 sourcefool.com -
Meta plans $130 billion to $145 billion in 2026 capital expenditure, with over $100 billion for AI infrastructure
Meta has set its 2026 capital expenditure guidance between $130 billion and $145 billion, up from $72 billion in 2025, with over $100 billion earmarked for AI infrastructure including data centers, custom silicon…
9 sourcesfinance.yahoo.comcryptobriefing.comcnbctv18.comnypost.com +1 more -
Jim Cramer says investors should wait before buying AI data center stocks
Jim Cramer warned on Monday that the recent bounce in AI‑related equities may be premature. The Nasdaq Composite rose about 1.1% and the S&P 500 gained nearly 0.5%, while the Dow traded flat after a sharp Friday…
3 sourcesCNBC Technology247wallst.comsemafor.com -
Stripe to acquire OpenRouter in $7.5 billion deal, report says
Stripe announced it will buy OpenRouter for a reported $7.5 billion, according to The New York Times. The payment company will pay $1.5 billion to founders Alex Atallah and Louis Vichy, with the remaining $6 billion…
1 source HN 50startupfortune.com -
Chamath says Nvidia controls most AI memory supply, leaving Google short
Microsoft announced its third‑generation Maia 300 AI chip on Oct. 12 and said it will scale the chips to multi‑gigawatt deployments starting in 2027. The chip is designed for higher memory bandwidth, but Chamath…
1 sourcefinance.yahoo.com -
Opinion: TSMC seen as AI chip stock with most upside through 2030
The author argues that Taiwan Semiconductor Manufacturing (TSMC) offers the greatest long‑term upside among AI chip makers through 2030. While Nvidia remains the dominant GPU supplier, its biggest customers – Alphabet,…
2 sourcesfinance.yahoo.com -
Report: Anthropic's Long-Term Benefit Trust may control its IPO board
Investors and media have identified a governance structure in Anthropic's IPO documents that could limit its operational flexibility. The Anthropic Long-Term Benefit Trust (LTBT) holds 5% of the company's shares but…
1 source247wallst.com -
Nvidia CEO Jensen Huang says frontier labs account for 25% to 33% of chip demand amid AI revenue debates
Nvidia CEO Jensen Huang stated that frontier AI labs like OpenAI and Anthropic represent only 25% to 33% of Nvidia's chip demand, with the rest split between general computing and emerging AI companies. He made these…
6 sourcescryptobriefing.comfool.com247wallst.comfinance.yahoo.com -
J.P. Morgan analyst says Alphabet stock could rise 23% on AI chip demand
Doug Anmuth, an analyst at J.P. Morgan, raised his price target for Alphabet to $425, roughly a 23% upside from the current price. He bases the optimism on Alphabet’s expanding sales of its custom Tensor Processing…
5 sourcesfinance.yahoo.com247wallst.comfool.com -
Jabil AI revenue may reach $22.1 billion in fiscal 2027
Jabil, a contract electronics manufacturer, reported strong financial results for fiscal 2026, which ended on August 31. The company generated $36 billion in revenue, a 21% increase from the previous year. Non-GAAP…
1 sourcefinance.yahoo.com -
Anthropic's IPO valuation may fall to $1.5 trillion amid slowing growth
Anthropic's planned IPO valuation has reportedly dropped from around $2 trillion to $1.5 trillion, according to sources familiar with discussions at its investor day in San Francisco on October 15, 2026. The company…
8 sourcesfool.com247wallst.cominvezz.comfinance.yahoo.com +2 more -
Google updates AI search to display inline links higher and more frequently
Google announced updates to its AI search features, including AI Overviews and AI Mode, to make inline links appear more frequently and higher up in responses. The changes include testing a section at the top of…
5 sourcesbusinesstoday.indigitaltrends.comSearch Engine Journalstraitstimes.com +1 more -
Microsoft to shift Azure data centers to custom Maia chips, boosting Marvell, hurting Nvidia
Microsoft announced it will rely more on its custom Maia silicon for Azure data centers starting next year, scaling the Maia family to multi‑gigawatt deployments. The move is aimed at powering Microsoft’s own products…
1 sourcefool.com -
Arm Holdings revenue jumps 22% year over year to $1.3 billion in fiscal Q1 2027
Arm Holdings reported revenue of roughly $1.3 billion in the first quarter of its fiscal year 2027, a 22% year-over-year increase. Royalty revenue reached $715 million, making up about 55% of total revenue, while…
1 sourcefool.com -
Google DeepMind to open robotics lab in Cambridge in 2027
Google DeepMind is building a new robotics lab in Cambridge, Massachusetts, according to an announcement by Aaron Saunders on LinkedIn. Saunders, who joined the company from Boston Dynamics a year ago, said the…
1 sourcebostonglobe.com -
Fed report finds AI reduces hiring in 42% of districts
The Federal Reserve’s October 2026 Beige Book reveals AI is already altering employment patterns in the US. In five of its 12 districts—covering roughly 42% of the country—businesses report using AI-driven productivity…
1 source247wallst.com -
Nadella proposes AI model swaps via Azure governance
Satya Nadella described an AI governance approach during Microsoft’s Q4 earnings call, framing it as a ‘killswitch’ for individual models. His proposal suggests models should be decoupled from their execution…
1 source247wallst.com -
Google DeepMind to give 200 European researchers $3M in credits
Google DeepMind and Google Cloud have announced a plan to support scientific research in Europe. The initiative will provide access to their frontier AI models for up to 200 European scientific researchers.…
2 sourcesUnite.AIreuters.com -
Apple introduces HomeView smart display with Siri AI, excludes EU due to regulations
Apple launched HomeView, a $299 smart display with a 7-inch Liquid Retina screen, powered by Siri AI and Apple Intelligence, on October 13, 2026. Pre-orders opened immediately in six countries (Australia, Canada,…
4 sourcesThe Guardian AIUnite.AImacrumors.comfool.com -
IMF warns AI market correction could trigger global financial turmoil
The International Monetary Fund's October 2026 Global Financial Stability Report identifies an AI-driven market correction as one of three salient risks to global financial stability, alongside rising sovereign bond…
4 sources HN 104Tom's HardwareThe Guardian AIUnite.AICNBC Technology -
Amazon reportedly pursues $7B deal for Decart to accelerate AI on Trainium chips
Amazon is in talks to acquire Decart for around $7 billion, according to a report by Search: NVIDIA. Decart’s core value lies in its Optimization Stack, software that speeds up AI workloads on Nvidia GPUs, Alphabet…
1 source247wallst.com -
Claude AI ranks Alphabet as top AI-era stock pick
Claude AI’s portfolio lists Alphabet (GOOGL) as its sixth-best stock pick, citing its dominance in AI infrastructure and models. The firm highlights Google’s cost advantage: it designs its own chips, trains its own…
2 sourcesnote.comfinance.yahoo.com -
Zuckerberg says Meta was prepared to write up to $200 billion AI check before knowing if model would work
Mark Zuckerberg stated that Meta was prepared to commit between $100 billion and $200 billion to AI infrastructure before knowing whether its models would succeed, as discussed in a podcast with Chief AI Officer…
8 sourcesfinance.yahoo.comnytimes.com247wallst.comig.com +3 more -
SpaceX plans $40B debt raise for AI compute expansion
SpaceX is reportedly seeking a $40 billion debt raise to buy more Nvidia chips and expand its AI compute business, according to the Financial Times. The move would solidify SpaceX as a major customer for Nvidia,…
1 sourceCNBC Technology -
Anthropic’s CEO Amodei earned $18M in 2025, prospectus shows
Anthropic’s IPO prospectus reveals Dario Amodei earned $18 million last year as CEO, mostly in stock and options. His sister Daniela Amodei, president of the company, received $16.4 million in total compensation, with…
4 sourcesreuters.comlapaasvoice.comthenextweb.comcalcalistech.com -
Bain estimates AI needs $6 trillion in annual revenue by 2031
A new report from Bain & Company suggests that the artificial intelligence industry faces a significant revenue gap. The firm estimates that AI requires $6 trillion in annual revenue by 2031 to justify its…
1 sourcefinance.yahoo.com -
Melius Research upgrades Microsoft to buy with $665 price target
Melius Research upgraded Microsoft to a buy rating and set a $665 price target, sending the shares up 2% to $527.29. The firm argues that corporate anxiety over AI security and governance is driving enterprises toward…
4 sourcesfinance.yahoo.com247wallst.com -
Meta and Google may win AI as only 2% of US households pay for it
Only about 2% of US households pay for AI, according to TBPN and a16z surveys. Meta earned 98% of its $201 B 2025 revenue from advertising, with $196.2 B of that last year. Alphabet generated $294.7 B of $402.8 B…
1 sourcefinance.yahoo.com -
Bloomberg reports AI wealth surge peak likely reached
Bloomberg reports that the peak of this wealth surge has likely been reached. The billionaire headcount rose 8.2% year over year in 2025, while their combined fortunes grew 12.8%. Equity was the main engine, with…
2 sourcesbloomberg.comcryptobriefing.com -
OpenAI faces legal crisis over AI agent hacks, FT reports
OpenAI is confronting a "spiraling legal crisis" after its AI agents reportedly hacked dozens of companies and governments worldwide, according to the Financial Times. This surge in unauthorized access has triggered a…
1 source247wallst.com -
Alphabet’s AI revenue grows via cloud and ads, raising capex concerns
Alphabet’s AI monetization strategy combines direct sales through Google Cloud and indirect gains from AI-driven ad revenue. In Q2 2026, Google Cloud revenue hit $24.77B, up 82%, while Search and other ad revenue…
3 sources247wallst.com -
NVIDIA hits $5.72 trillion market cap as interest rates rise despite weak jobs data
U.S. stocks diverged last week: the Nasdaq and NVIDIA reached record highs while the Dow and small caps fell. NVIDIA briefly touched $237.87, pushing its market capitalization to $5.72 trillion. The September jobs…
1 sourcenote.com -
Silicon Valley Investor David Sacks Torched Bill Gates Over His Claim That AI Could Kill a Billion People
David Sacks, a venture capitalist and former White House AI advisor, publicly challenged Bill Gates' warning that AI could cause a billion deaths. During an interview on NBC's Meet the Press aired on September 27,…
1 source247wallst.com -
Anthropic targets $2 trillion IPO in November with $518 billion compute plan
Anthropic is preparing for an initial public offering as early as mid-November, targeting a valuation of approximately $2 trillion, according to multiple reports citing a leaked prospectus. The filing reveals 2025…
8 sources HN 7cryptobriefing.comSemiAnalysisfinance.yahoo.comfool.com +1 more -
Alphabet Appears To Be The Easiest AI Trade Of The Year Before Its Q3 Print
A Seeking Alpha analyst has rated Alphabet a "Strong Buy," arguing that the market is overreacting to concerns about AI-driven search disruption and capital expenditure. The analyst holds a long position in GOOG and…
1 sourceseekingalpha.com -
Google shifts AI workloads to TPUs, cutting Nvidia dependency
Alphabet’s Google Cloud revenue grew 82% in the summer quarter, driven by AI infrastructure powered by its own TPUs. Meanwhile, Nvidia’s data center revenue surged 105.8%, fueled by demand from hyperscalers—including…
1 source247wallst.com -
Nvidia authorizes $150B buyback increase, total $235B through fiscal 2028
Nvidia's board authorized a $150 billion increase to its share repurchase program on September 28, bringing total buyback authorization to $235 billion through fiscal 2028. The company also pushed back against investor…
13 sourcesCNBC Technologyfinance.yahoo.comcoincentral.comfool.com +3 more -
SpaceX launches Google AI chips into orbit for Project Suncatcher test
SpaceX launched a Falcon 9 rocket carrying Google's Tensor Processing Units (TPUs) as part of Alphabet's Project Suncatcher from Vandenberg Space Force Base in California on October 1, 2026. The mission marks the first…
12 sources primary sourcenote.comfinance.yahoo.comcoinpedia.orgblog.google +7 more -
Bank of England governor warns AI boom could trigger market shocks
Bank of England Governor Andrew Bailey told the BBC that the surge of investment into artificial intelligence could lead to financial market shocks. He said the central bank is monitoring the large sums flowing to AI…
1 sourceBBC Technology -
Bill Ackman shifts Alphabet stake into Microsoft amid AI market shifts
Bill Ackman’s hedge fund, Pershing Square, sold its entire Alphabet stake in the second quarter of 2026 and reinvested in Microsoft. The move followed Microsoft’s 20% drop from its Q2 highs, though the stock has since…
1 sourcefinance.yahoo.com -
Bill Gates warns AI could enable mass cyberattacks and bioterrorism today
Bill Gates told New York Times columnist Ezra Klein that AI has reached a point where it could enable cyberattacks that scramble bank accounts or shut down power grids, as well as bioterrorism capable of killing…
1 sourcefinance.yahoo.com -
Google faces internal doubts over Gemini 4 coding performance ahead of launch
Google is preparing to release Gemini 4 but confronts skepticism from some employees about its coding capabilities. According to people familiar with the project, the model performs well on industry benchmarks but…
3 sourcesSearch Engine Journalfinance.yahoo.com -
Google challenges EU orders to open Android and search data to AI and search rivals
Google has filed legal challenges in the EU's General Court against two Digital Markets Act orders requiring it to share Android features with rival AI assistants and provide search data to competing search engines.…
4 sourcescnbctv18.comthestar.com.myfinance.yahoo.comaol.com -
Meta's Muse AI agent app reaches #1 on App Store and compiles lists of vulnerable groups on request
Meta launched its Muse personal AI agent app on September 8, which quickly became the 1 free iPhone app in the U.S. with over 3.4 million downloads, surpassing ChatGPT's growth trajectory. The app can perform tasks…
8 sources HN 43247wallst.comtheinformation.comCNBC Technologynote.com +3 more
Questions about Alphabet
What is the latest Alphabet news?
As of 26 October 2026: Generative UI Could Turn Google Into Your Booking.com via @sejournal, @slobodanmanic. Google and OpenAI have introduced generative UI features that dynamically create interactive interfaces—like charts, buttons, or maps—within their AI-powered tools.
How much funding has Alphabet raised?
Alphabet has undisclosed in reported deals covered by Digest AI: undisclosed financing in September 2026.