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Alphabet Raises 2026 AI CapEx to $195–$205 Billion as Cloud Revenue Soars

The company is trading short‑term cash flow for large compute capacity to convert a roughly $514 billion cloud backlog into future revenue.

Meta's Reported Move Toward Selling GPU Compute Sends Neocloud Stocks Lower

Xbox CEO Says Rival Logos Were 'A Miss' but Next Showcase Will Still Show PlayStation and Switch

Anthropic Raises $65 Billion, Values Company at $965 Billion

Apple Halts App Store Updates for AI 'Vibe Coding' Apps Pending Rule-Compliant Changes

Oracle Maps $45–$50 Billion 2026 Raise for AI Data Centers as Markets Whipsaw

Cramer Questions Duolingo’s Relevance After Soft Bookings Outlook