Alphabet Aktie News

When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.

Palantir had another blowout quarter. Nvidia is the primary driver of AI spending growth.

Self-driving vehicle startup Waymo said Friday (Feb. 6) that the latest virtual world in which it is developing its artificial intelligence (AI) will enhance the company's ability to scale its service in the real world.

Tech's megacaps announced major increases in capex for 2026, with the four hyperscalers now expecting combined spending of close to $700 billion. Reaching those numbers is going to mean a big drop in free cash flow, with Amazon projected to turn negative this year.

Amazon reported its fourth-quarter results, and demand for cloud and AI services continues to surge. The company announced plans to spend $200 billion to address supply constraints.

Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and Amazon (AMZN) is sparking concerns about profitability and sector disruption, despite strong revenue growth.

Over a transformative year from February 2025 to 2026, Alphabet (GOOGL)'s stock jumped 74%, driven by strong revenue growth, improved margins, and rising investor confidence. Supporting this increase: impressive Q4 results, a cloud boom, AI advancements with Gemini, and a new dividend—each contributing significantly to the rally.

U.S. tech giants have predicted their spending would surge this year as they double down on artificial intelligence, sharpening investor scrutiny over whether these costly bets would generate enough returns to justify the sector's high valuations.