By Madlin Mekelburg   The 20-year-old woman at the center of a landmark trial over social media addiction used YouTube for an average of just 29 minutes per day over the last five years, a lawyer for Google told jurors.     Moreover, the woman identified in court filings as KGM and in the courtroom as Kaley said in pretrial testimony last year she didn’t consider herself at the time to be an addict, and neither her mental health therapist nor her father saw her as one, attorney Luis Li said Tuesday in hi ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer looked at recently. Cramer noted that the stock was “due for a breather,” as he remarked: This week, two members of the Mag Seven reported, Alphabet on Wednesday night, and Amazon last night. And with both of these, Wall Street focused on their massive CapEx forecast. That’s what they said. Alphabet plans to spend $175 to $185 billion, when the analysts expected just $116.5 billion… Initially, it looked like Alphabet might get away with this hug ...

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here.  In Q4 2025, the Portfolio returned 0.3% (Gross) and 0.2% (Net) compared to 1.1% return for the Russell 1000 Growth Index and 2.7% gain for the S&P 500 Index. Rising volatility, coupled with broadening market leadership, improved the portfolio’s relative performance in the second half of the quarter. In 2025, t ...

核心业务多点开花：谷歌搜索和其他收入增长17%，YouTube全年收入超600亿美元；GoogleCloud表现 最为亮眼，营收同比激增48%至177亿美元，运营利润率同比大幅提升12.6个百分点至30.1%，积压订单 环比增55%至2400亿美元，彰显企业AI需求旺盛。Gemini生态进展神速，3.0版本成为公司史上采用最 快模型，应用月活超7.5亿，企业付费席位超800万，且单位服务成本下降78%，AI变现能力持续增强。 值得关注的是，公司与Apple达成重磅合作开发下一代基础模型，同时Waymo完成新融资并加速全球扩 张。管理层指引2026年资本支出将达1750-1850亿美元以缓解持续紧张的算力供给，反映内外部AI需求 仍极为强劲。 浙商证券发布研报称，25Q4谷歌(GOOGL.US)业绩全面超预期，充分验证AI投资已进入收获期。谷歌管 理层指引2026年资本支出将达1750-1850亿美元，以缓解持续紧张的算力供给，反映内外部AI需求仍极 为强劲。以谷歌TPU为代表的部分ASIC芯片，在经过原始计算性能和系统效率的优化之后，已开始足 以在成本维度与英伟达正面竞争。参照英伟达GPU架构对PCB的影响， ...

February 5, 2026 07:43 AM GMT Source: Company Data, Morgan Stanley Research … As AI Productization Driving Accelerated Engagement and Monetization… In 4Q, search grew 17% y/y (150bp faster than us)… with Search's estimated 15.6% y/y ex FX growth the fastest growth in ~4 years (2Q:22) when the Search revenue base was 35% smaller than it is now. Google Cloud grew 48% Y/Y (800bps faster than expected driven by continued breadth of GCP customers for Cybersecurity, data analytics, and Enterprise AI, the latter o ...

Ac t i o n | 05 Feb 2026 02:43:33 ET │ 19 pages Alphabet Inc (GOOGL.O) Search and Cloud Growth Reaccelerate Y/Y on AI Demand as Margins Expand, though '26E CapEx Materially Higher CITI'S TAKE With Search and Other revenue growth accelerating to +17% Y/Y, Cloud growth accelerating to +48% Y/Y, and margins expanding, we emerge from 4Q25 results incrementally positive on shares of Google. With daily AI-Mode queries in the U.S. doubling since launch (March '25) and Gemini now at 750M MAUs, we believe consumers ...

USA | Internet Alphabet, Inc Equity Research '26 Capex to Roughly Double to $175-185B - Q4 First Take Cloud grew 48% y/y vs. JEFe 36% (~9% beat), accelerating from 34% in Q3. FY26 capex $175-185B implies 97% growth at mid-pt, accelerating from FY25's 74% growth to $91B. This speaks to momentum in AI, Gemini, & core bus. in our view. Search grew 17% vs. JEFe 14% (3% beat). Op mgn (off net rev) 39.1% beat St. 38.8% after adjusting for $2.1B Waymo comp charge. YouTube ads missed by 4% & grew 9% y/y. Stock is - ...

Welcome back to Market on Close. I'm Barley Kaden in Chicago alongside Sam Bodis at the New York Stock Exchange. We'll close out our show with some final thoughts on the session today.One not talked too much about but could be very important. Meta facing a major legal test this week, opening arguments beginning in its landmark trial in New Mexico. State prosecutors alleging the social media giant failed to protect children from sexual exploitation and harmful content on Facebook, Instagram, and WhatsApp, pr ...

With Alphabet's (GOOG) (GOOGL) Google Gemini seemingly poised to relegate ChatGPT to a distant second place in the consumer AI chatbot market and GOOGL stock changing hands at an attractive valuation, the shares are a buy for medium- and long-term investors. GOOG stock should also be lifted meaningfully over the longer term by the success of its cloud, chip, and subscription businesses. And the company's stellar fourth-quarter results indicate that it is performing at a very high level overall. But invest ...

IT之家 2 月 9 日消息，据彭博社报道，捷克总理安德烈 · 巴比什表示，他支持禁止 15 岁以下儿童使用社交媒体，并以法国为例，该国近期已出台措施，对 未成年人用户施加使用限制。 "我认识的专家都说，这对儿童危害极大，极其有害。"巴比什周日在社交平台 X 上发布的一段视频中表 示，"我们必须保护我们的孩子。" 他并未透露政府计划采取哪些具体措施，也未说明实施时间。 若捷克共和国推进相关政策，将加入越来越多对未成年人使用社交媒体设限的欧洲国家行列。此举将限制或 切断数百万年轻用户与这些平台的联系，监管机构认为这些平台有害且易成瘾，同时也会削弱平台由此产生 的广告收入。 IT之家 2 月 9 日消息，据彭博社报道，捷克总理安德烈 · 巴比什表示，他支持禁止 15 岁以下儿童使用社交媒体，并以法国为例，该国近期已出台措施，对 未成年人用户施加使用限制。 "我认识的专家都说，这对儿童危害极大，极其有害。"巴比什周日在社交平台 X 上发布的一段视频中表示，"我们必须保护我们的孩子。" 他并未透露政府计划采取哪些具体措施，也未说明实施时间。 若捷克共和国推进相关政策，将加入越来越多对未成年人使用社交媒体设限的欧洲国家 ...