Alphabet GOOG reported strong fourth-quarter earnings, with sales up 18% to $113 billion and adjusted operating margins down 50 basis points to 31.6%. Google Cloud continues to be the star of the show ...

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 ...

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's massive capital expenditure plans are great news for computing providers.

Right Tail Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. For 2025, the Right Tail portfolio increased by ...