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GOOGL

Thailand First-Half Investment Applications Hit USD 32.5 billion on Soaring Data Center Sector, Significant Pledges in E&E and Infrastructure, BOI Says

The Thailand Board of Investment today announced that applications for investment promotion in the first half of 2025 increased by 139% from the year earlier period to a record 1.06 trillion baht (ca. USD 32.5 billion) led by a 20-fold rise to 522.6 billion baht in digital sector pledges, as well as continued investment in the electrical and electronic appliance (E&E) sector, and rail infrastructure...

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GOOGL

Shares in Google parent Alphabet rise after capex plans boost

Alphabet shares rose 2.5% in early European trading on Thursday after the Google parent company raised its capital spending plans, following a strong beat of Wall Street estimates for quarterly revenue and profit. On Wednesday, the search giant cited surging demand for its cloud computing services as it increased its capital expenditure forecast for the year to about $85 billion from $75 billion, and signalled a further rise in 2026...

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GOOGL

Bright spots emerge in corporate earnings as tariff uncertainty lingers

Corporate operations have been overshadowed by erratic U.S. trade action that has upended supply chains and left firms to navigate fluid tariffs on top of broader economic uncertainties such as regulatory change and currency fluctuation. But tech titans Alphabet, SK Hynix and Infosys - which all reported earnings that beat market forecasts - predicted brighter days to come, with Alphabet and SK Hynix both flagging plans to boost spending. Nvidia supplier SK Hynix booked record quarterly profit, boosted by strong demand for artificial intelligence chips and customers stockpiling ahead of potential U.S. tariffs...

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AMZN GOOGL MSFT

AWS Creates A Larger Market For Amazon

Amazon's AI investments, AWS growth, and cloud leadership make it a strong buy. AMZN has premium valuation metrics and a discounted PEG ratio. See more here...

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Dow Jones Futures: Tesla Earnings Fall, Elon Musk Sees ‘Rough’ Quarters; Trump Trade Deals Lift Stock Market

The S&P 500 hit a high on Trump trade deals. Tesla fell late as Elon Musk sees "rough quarters." Google rose on earnings...

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AAPL AMZN GOOGL MSFT

Akre Focus Fund Q2 2025 Commentary

Akre Focus Fund Q2 update highlights quality-driven compounding over bounce-driven gains. Learn why patience and selectivity pay off long term...

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AMZN GOOGL MSFT

Alphabet updates AI spending forecast after earnings surprise

Alphabet's capex is being adjusted following the second quarter's earnings...

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GOOGL

Google-parent Alphabet earnings shine with help of AI

Google-parent Alphabet on Wednesday reported quarterly profits that topped expectations, saying artificial intelligence has boosted every part of its business."AI is positively impacting every part of the business, driving strong momentum."...

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GOOGL

Alphabet’s (GOOGL) AI Overviews Are Monetizing Well—Analysts See Upside Ahead

Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks in the Spotlight Right Now. On July 22, Stifel analyst Mark Kelley raised the price target on the stock to $218.00 (from $200.00) while maintaining a “Buy” rating. The rating affirmation follows positive Search trends, particularly AI Overviews, which continue to monetize at a healthy rate despite […]...

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GOOGL

Google crushes Q2, but investors want more than just AI

Alphabet beat Q2 expectations with strong ad and cloud revenue, but stayed silent on crypto. Despite backing Web3 infrastructure, Google still holds no Bitcoin or digital assets...

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