Alphabet Inc. (NASDAQ:GOOGL) is included in our list of the 13 Best Extremely Profitable Stocks to Invest in Now. Alphabet (GOOGL)’s Legal Ruling Limits Damages, Analysts Remain Constructive On January 30, 2026, it was reported by Reuters that Alphabet Inc. (NASDAQ:GOOGL)’s Google managed to convince a federal judge in San Francisco to dismiss a $2.36 billion penalty. The case relates to the company’s past collection of app activity data from users who had turned off a tracking feature. By refusing to ...

Core Viewpoint - Alphabet (Google's parent company) signals that the AI arms race is far from over and has just entered the "deep water" phase [2] Financial Performance - Q4 performance exceeded expectations across the board, but the market was unsettled by the company's capital expenditure guidance of $175 billion to $185 billion for 2026 [3] - The significant capital expenditure raises concerns about depreciation pressure and potential erosion of profit margins, leading to a slight decline in the company's stock price post-announcement [4] Capital Expenditure Insights - CEO Sundar Pichai and CFO Anat Ashkenazi elaborated on the necessity of high expenditures, emphasizing the commercial prospects of AI agents and a major partnership with Apple [6] - The capital expenditure forecast for 2026 is set between $175 billion and $185 billion, with investments expected to increase gradually each quarter [8] - Approximately 60% of the capital expenditure will be allocated to servers, while 40% will go towards long-cycle assets like data centers and network equipment [9] - Increased infrastructure investment will lead to a significant rise in depreciation expenses, with an accelerated growth rate expected in 2026 [10] AI and Software Market Dynamics - In response to fears of AI disrupting traditional software business models, Pichai positioned Google as an ally to SaaS companies, stating that Gemini is becoming the "engine" for successful software firms [11] - 95% of the top 20 SaaS companies and over 80% of the top 100 are utilizing Gemini, indicating strong integration of AI into their workflows [11] - Google confirmed a deep partnership with Apple, positioning itself as the preferred cloud provider and developing the next generation of Apple Foundation models based on Gemini technology [12][13] AI Commercialization and User Engagement - The Gemini App has surpassed 750 million monthly active users, showcasing its monetization potential [14] - Google is transitioning from mere information retrieval to executing tasks for users through a new business model based on "Agentic AI" [14] - Pichai emphasized that there is no evidence of cannibalization of traditional Google search traffic, describing the current moment as expansionary [16][17] Cloud Business and Infrastructure - Google Cloud's revenue grew by 48%, largely attributed to its AI infrastructure advantages [18] - The company employs a dual strategy in chip development, utilizing both NVIDIA GPUs and its own TPUs [19] YouTube and Waymo Developments - YouTube's ad revenue grew by 9%, impacted by high comparative figures from the previous year, but Shorts now averages over 200 billion views daily [20] - Google confirmed significant investment in Waymo, with plans to expand services to multiple cities in the U.S., the U.K., and Japan [20] Efficiency and Internal Operations - Google is focused on enhancing internal efficiency, having reduced the service unit cost of Gemini by 78% through model optimization and improved utilization [22] - Approximately 50% of the code is now written by coding agents, allowing engineers to focus on more strategic tasks [22]

谷歌公布2026年资本支出将高达1750-1850亿美元，主要用于服务器和数据中心，全力投入AI军备竞赛。正式确认牵手苹果，开发基于Gemini的下一代 基础模型。针对市场对"AI颠覆SaaS"的恐慌，CEO称Gemini是其"引擎"而非终结者，95%的头部SaaS公司已采用。此外，Gemini App月活突破7.5 亿，谷歌正迈向"代理商务"时代。 " 即便我们一直在提升产能，我们仍然处于供应受限的状态。显然，今年的资本支出是着眼于未来…… 我们在各项服务中看到的需求，无论是DeepMind的未来工 作还是云服务，都异常强劲。因此，我预计全年我们将继续在供应受限的状态下运行。" 阿纳特补充道， 2026年和2025年类似，约60%的资本支出将用于服务器，40%用于数据中心和网络设备等长周期资产。 她同时警告，随着基础设施投 入的增加，折旧费用将显著上升，预计2026年的折旧增长率将进一步加速，这将对利润表构成持续压力。 直面软件股抛售潮：谷歌力挺SaaS，称Gemini是"引擎"而非终结者 Alphabet（谷歌母公司）在周三的财报电话会上释放了明确信号：AI军备竞赛远未结束，甚至刚刚进入"深水区"。虽然Q ...

Alphabet（谷歌母公司）在周三的财报电话会上释放了明确信号：AI军备竞赛远未结束，甚至刚刚进入"深水区"。虽然Q4业绩全线超预期，但市 场被公司给出的2026年1750亿至1850亿美元的资本支出指引所震慑。巨额资本支出带来的折旧压力以及对利润率的潜在侵蚀，也成为投资者心头 的阴云。公司股价盘后小幅下跌。 面对投资者的疑虑，CEO桑达尔·皮查伊（Sundar Pichai）和CFO阿纳特·阿什克纳兹（Anat Ashkenazi）详细阐述了高额支出的必要性，AI代理的商 业化前景以及与苹果的重磅合作。同时，还正面回击了近期"AI将杀死软件公司"的市场论调。 回应天量资本支出是为了"着眼于未来" 电话会上最引人注目的焦点无疑是Alphabet对2026年的资本支出预测。首席财务官阿纳特透露，预计2026年资本支出将在1750亿至1850亿美元之 间，且投资将随季度逐级增加。 面对分析师关于投资回报和效率的质疑，皮查伊解释称，这一支出规模是为了支持Google DeepMind的前沿模型开发，以及满足云客户激增的需 求。他指出，目前的算力供应依然紧张。 对此，CEO皮查伊给出了截然相反的判断，他试图将谷歌定 ...

智通财经APP获悉，谷歌母公司Alphabet(GOOGL.US)季度营收超出预期，并制定了一项雄心勃勃的资本支出计划，远远超出预期，利用其增长势头来建设 引领人工智能时代所需的数据中心和基础设施。Q4整体营收增长 18% 至 1138 亿美元，超过预期的 1115 亿美元，这主要得益于谷歌服务业务的加速增长以 及谷歌云业务日益重要。Q4销售额(不计合作伙伴收益)为972.3亿美元，高于分析师平均预期的952亿美元。 资本支出 与其他大型科技巨头一样，投资者高度关注微软在人工智能领域的支出和收益。Alphabet表示，2026年的资本支出将达到1750亿至1850亿美元，远高于1195 亿美元的预期。 Alphabet首席财务官Anat Ashkenazi在电话会议上告诉分析师，大部分资本支出将用于投资谷歌DeepMind的人工智能计算能力，并满足"巨大的云客户需 求"。此外，部分资金将用于公司"其他投资"板块的战略投资，以及提升广告商的回报。 2025 年资本支出预计为 915 亿美元，与公司此前 910 亿至 930 亿美元的预期相符。 Q4净利润达344.6亿美元，比上年增长近30%。营业利润增长16% ...

来源：环球市场播报 2026年2月4日，Alphabet发布截至2025年12月31日的第四季度及全年财务业绩。财报显示，公司全年营 收首次突破4000亿美元，Q4营收同比增长18%，AI技术驱动核心业务全面增长，谷歌云业务延续高增 速，整体盈利能力稳步提升，各项关键指标均呈现积极态势。 一、整体业绩概览：营收盈利双高增，规模效应凸显 谷歌服务作为核心营收板块，2025年Q4营收达958.62亿美元，同比增长14%，占总营收的84.2%，仍是 公司业绩的压舱石。细分业务中，谷歌搜索及其他业务同比增长17%，从2024年Q4的540.34亿美元增至 630.73亿美元，AI技术的深度融合推动搜索使用率创历史新高；谷歌订阅、平台及设备业务同样增长 17%，营收达135.78亿美元，消费者服务付费订阅用户超3.25亿，谷歌One与YouTubePremium成为核心 增长动力；YouTube广告业务增长9%，营收113.83亿美元，叠加订阅收入后，YouTube2025年全年总收 入突破600亿美元，实现里程碑式跨越。 （二）谷歌云：高增速领跑，AI需求成核心驱动力 谷歌云业务延续爆发式增长，2025年Q4营收17 ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer shared his opinion on. Cramer highlighted that he expects very good numbers from the company, as he said: But the only other stock in the Mag Seven that’s beating the market over the last 12 months and is fantastic is Alphabet. It’s up over 68%. That makes sense. When Alphabet reports on Wednesday, I think it can blow away the numbers. They’ve become synonymous with two words, beat and then raise. Something good seems to happen every single minu ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks on Jim Cramer’s recent game plan. Cramer called it the “best” during the episode, as he stated: After the close, we hear from the best stock in the business, at least by my count, the one that we bought back for the Charitable Trust, because I just did, I had such seller’s remorse here, Alphabet. Yeah, this is a company that many wrote off as the least of the Magnificent Seven because they figured that, wouldn’t Google wreck Gemini? Instead, it turned out ...

Group 1 - Alphabet Inc. (NASDAQ:GOOGL) is involved in a proposed class action lawsuit regarding unauthorized data collection through its Android operating system, agreeing to pay $135 million to resolve the issue, pending judicial approval [2] - The lawsuit claims that user data was collected even when devices were locked or location sharing was disabled, with the settlement requiring clearer disclosures and user consent for data transfers [2] - Roth Capital has maintained a Buy recommendation for Alphabet Inc. ahead of its fourth-quarter reports, raising the price target from $310 to $365, citing several catalysts for potential growth [3] Group 2 - Alphabet Inc. operates in various sectors including software, healthcare, and transportation, but some analysts believe other AI stocks may offer better investment opportunities with higher upside potential and lower risks [4]

We're getting a one-two punch — Alphabet on Wednesday evening and Amazon on Thursday evening — that should define the week — at least, until Friday's employment data. These companies, both nation-states with seemingly unlimited capital, are run by the finest executives, both attuned to stock market reaction and the image it creates. That's far different from last week's earnings. Apple puts up with the market. Meta Platforms barely tolerates Wall Street. Tesla does not care at all beyond the desire to spoof ...