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Articles and field reports exploring topics related to Alphabet.
Alphabet kicks off Big Tech earnings with a revenue beat and an 82% Cloud surge—then watches its stock sink after raising 2026 capex guidance to as much as $205 billion, reviving the question of whether the AI buildout can ever pay for itself. Nvidia quietly reveals a 9.3% stake in neocloud Nebius, sending the stock up 19%, and Apple readies an overhaul of its entire Mac line for the AI era. On the positioning side, Norway's NORBIT lands a NOK 325 million repeat order for GNSS tolling units, and Tersus GNSS launches a modular autosteer kit that falls back to L-band satellite corrections when RTK drops out.
