In a landmark legal outcome that underscores the intensifying global struggle for artificial intelligence dominance, a federal jury in San Francisco has convicted former Google software engineer Linwei Ding on 14 felony counts related to the theft of proprietary trade secrets. The verdict, delivered on January 29, 2026, marks the first time in U.S. history [...]
The landscape of personal productivity and academic research underwent a seismic shift over the last eighteen months, punctuated by the viral explosion of Google’s NotebookLM. What began as an experimental "AI-first notebook" has matured into a cornerstone of the modern information economy, primarily through its "Audio Overview" feature—popularly known as "Deep Dive" podcasts. By allowing [...]
In a move that solidifies its dominance in the generative media landscape, Google has officially launched Veo 3.1, the latest iteration of its flagship video generation model. The update, which arrived in January 2026, marks a transformative leap from experimental AI toward a production-ready engine capable of generating high-fidelity 4K video and—for the first time—synchronous, [...]
In a move that has sent shockwaves through Silicon Valley and Wall Street alike, Alphabet Inc. (NASDAQ:GOOGL) has officially unveiled a record-breaking capital expenditure plan for 2026, targeting a staggering $185 billion investment in artificial intelligence infrastructure. Announced during the company’s fourth-quarter 2025 earnings call on February 4, this guidance represents a near 100% increase [...]
In a move that signals a tectonic shift in the artificial intelligence landscape, Apple (NASDAQ: AAPL) has announced the imminent release of a completely reimagined Siri, now powered by Google’s (Alphabet Inc. (NASDAQ: GOOGL)) Gemini models. Scheduled for rollout in March 2026 as part of the iOS 26.4 update, this "Siri 2.0" promises to finally [...]
In a decisive move to secure its dominance in the generative AI era, Alphabet Inc. (NASDAQ: GOOGL) has unveiled a massive expansion of its custom silicon roadmap, centered on the widespread deployment of its sixth-generation "Trillium" (TPU v6) and the seventh-generation "Ironwood" (TPU v7) accelerators. As of February 2026, Google has effectively transitioned its core [...]
Find out what’s on the desk of our top chart expert ahead of Friday’s livestream, including a new red flag on Google stock, a big breakout in BALL, and key ETF updates.
Broadcom shares rose after Alphabet forecast up to $185 billion in 2026 AI infrastructure spending, boosting optimism for Broadcom's custom chip business and long-term growth outlook.
In a Substack note, Burry said that Alphabet has updated its 10K 2025 released earlier in the day with different wording in its risk factors section and its property and equipment description.
Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story.
