Alphyn Capital Management, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. The Master Account of the fund returned 2.6% ...

Alphabet shelled out $13 billion on capital expenditures in the third quarter, and CFO Anat Ashkenazi says to expect a similar level in the current quarter. The company sees big potential to ...

Alphabet GOOGL.O said on Tuesday it will spend $75 billion on its AI buildout this year, 29% more than Wall Street expected, and investors signaled disappointment at a missed cloud revenue target and ...

Alphabet Inc. looks fundamentally strong but overvalued: low FCF yield, high PEG, AI capex risks and margin pressure. Click ...

Alphabet is experiencing robust growth in its cloud services, with a $106 billion backlog and significant capital outlays to support future demand. GOOG's cloud margins improved substantially in q2'25 ...

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. Technology Innovators ...

Alphabet's capital spending was also on the rise, with the company booking capital expenditures of $17.20 billion in the quarter. That was about 20% higher than $14.3 billion in the fourth quarter, ...

Alphabet has announced a significant boost in capital expenditure, raising its full-year spend forecast to $85 billion as the tech giant responds to what it described as “massive demand” for its cloud ...

GoodHaven Capital Management, a concentrated portfolio investment management firm, published its fourth quarter 2020 investor letter – a copy of which can be downloaded here. A return of 7.93% was ...