Analysts Cheer Google’s Earnings and AI Push, Investors Hesitate
Analysts see Google’s AI-driven growth and doubled capital spending as a positive, even as investors react cautiously to the tech giant’s ambitious plans.
/ 61 items
#GOOGL↓
Stifel Downgrades Microsoft to Hold as Azure Growth Concerns Rise
Stifel lowers Microsoft rating to Hold, citing Azure challenges, rising cloud competition, and weaker long-term earnings outlook.
Alphabet Ramps Up AI Spending to $175-185 Billion in 2026
Alphabet (GOOGL) announces massive $175-185B capital expenditure for 2026, far exceeding analyst expectations of $115B, as Google deepens AI investments amid growing competition.
Take-Two Beats Expectations, Confirms GTA 6 November Launch
Take-Two (TTWO) surpasses Q3 bookings forecasts with $1.76B, raises full-year outlook, and reaffirms Grand Theft Auto 6 release for November 19, 2026.
Nvidia Confirms Investment in OpenAI Despite Scrapping $100 Billion Deal
Nvidia CEO Jensen Huang says the chip giant will invest in OpenAI's funding round, calling it their largest investment ever, though far less than the initially proposed $100 billion infrastructure deal.
Google's AI World-Building Tool Shakes Gaming Stocks: Unity, Roblox, and Take-Two Drop
Unity, Roblox, and Take-Two shares fell sharply after Google launched Project Genie, an AI tool that creates 3D virtual worlds from text prompts, sparking competition concerns.