Alphabet resets the bar for AI infrastructure spending

Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025. David Paul Morris | Bloomberg | Getty Images Google parent Alphabet beat Wall Street’s expectations for its fourth quarter but a new, high bar for expected spending on artificial intelligence infrastructure tempered enthusiasm….

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Alphabet (GOOGL) Q4 2025 earnings

Sundar Pichai, CEO of Google and Alphabet, attends the inauguration of a new hub in France dedicated to the artificial intelligence sector, at the Google France headquarters in Paris, France, on Feb. 15, 2024. Gonzalo Fuentes | Reuters Alphabet is set to report its fourth-quarter earnings Wednesday after the bell. Here’s what analysts polled by…

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Uber (UBER) 2025 Q4 earnings

Uber reported better-than-expected revenue in its fourth-quarter earnings report on Wednesday. Shares were down about 6% after the call with analysts as the company touted its autonomous vehicle progress but gave soft guidance on first-quarter profits. Here’s how the company did versus LSEG consensus estimates for the period ended in December: Earnings per share: 71…

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Waymo announces $16 billion funding round

A Waymo vehicle exits a charging lot on Jan. 15, 2026 in Austin, Texas. Brandon Bell | Getty Images Alphabet‘s self-driving car unit Waymo on Monday said it raised a $16 billion funding round that values the company at $126 billion “post-money.” The new funding is the latest move by Alphabet to fund Waymo’s continued…

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