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Alphabet

Alphabet Inc., the parent company of Google, is a multinational conglomerate focused on technology and innovation. Led by CEO Sundar Pichai, Alphabet operates through numerous divisions including Google, YouTube, Waymo, and Calico. With a market capitalization of over $1 trillion, Alphabet is a leader in search, advertising, and artificial intelligence. Its competitors include tech giants such as Amazon, Apple, and Facebook.

Recent Articles about Alphabet
Google CEO Sundar Pichai. Jim Lo Scalzo/Getty Images
The Briefing

Google Cloud Finally Takes Off

By Martin Peers · Feb 4, 2026 5:00pm PST · 1 comment
Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers on Wednesday, a sign that—like its fellow digital ad giant, Meta Platforms—it is enjoying the fruits of its big investment in AI. Alphabet reported both an acceleration in Google’s search revenue growth to nearly 17%, from 15% in the third quarter,... Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers...
Art by Mike Sullivan
The Information Finance

Why Big Tech Companies Are Racing to Fund OpenAI

By Ken Brown · Feb 4, 2026 8:01am PST · 3 comments
Nvidia could invest around $30 billion, Amazon is down for at least $20 billion and Microsoft is looking at $10 billion as part of a $100 billion fundraising for OpenAI. SoftBank will bring the AI company closer to its goal with an investment worth around $30 billion. My colleague Sri Muppidi reported all of this last week. OpenAI has built... Nvidia could invest around $30 billion, Amazon is down for at least $20 billion and Microsoft is...
Carina Hong, founder and CEO of Axiom. Screenshot via YouTube
AI Agenda

A Major Anthropic Backer Quintuples an AI Math Startup’s Valuation in New Deal

By Stephanie Palazzolo and Valida Pau · Feb 3, 2026 7:00am PST
Investors usually fund startups based on metrics involving revenue, profits or product usage. But investors backing newer AI research startups that are taking on Anthropic and OpenAI have to rely on other measures of success, such as incremental research breakthroughs or recent talent hirings. One example is AI math startup Axiom, which is... Investors usually fund startups based on metrics involving revenue, profits or product usage. But...
Palantir CEO Alex Karp. Fabrice Coffrini/Getty Images
What to Expect From Palantir, Google and Amazon Earnings This Week
By Martin Peers · Feb 1, 2026 3:00pm PST · 2 comments
Palantir CEO Alex Karp. Fabrice Coffrini/Getty Images
The Briefing

What to Expect From Palantir, Google and Amazon Earnings This Week

By Martin Peers · Feb 1, 2026 3:00pm PST · 2 comments
If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place this coming week. We’ve got so many tech earnings announcements that we can barely keep track. I’m not kidding—couldn’t these tech executives space things out a little bit? The biggest reports will be on Wednesday, when Google parent Alphabet reports... If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place...
Art by Mike Sullivan
Exclusive

Crypto Exchanges Want to Trade U.S. Stocks Everywhere

By Yueqi Yang · Jan 23, 2026 10:00am PST
Some of the world’s biggest crypto exchanges are racing to let their customers trade crypto tokens that seek to track U.S. stocks, creating a parallel market that’s beyond the reach of U.S. regulators. Binance is exploring reintroducing stock tokens on its exchange after having removed them in 2021, according to a person familiar with the plan.... Some of the world’s biggest crypto exchanges are racing to let their customers trade crypto...
Getty Images
The Briefing

Brexit in Fintech

By Martin Peers · Jan 22, 2026 5:00pm PST
That’s what you call going out with a whimper. Capital One’s agreement on Thursday to buy Brex, a corporate credit card startup, for $5.15 billion is an uninspiring end to Brex’s life as an independent company. Those with long memories will remember that the nine-year-old Brex’s ambitions were once so grand it claimed to be disrupting American... That’s what you call going out with a whimper. Capital One’s agreement on Thursday to buy Brex, a...
OpenAI CFO Sarah Friar. Screenshot via World Economic Forum.
Applied AI

OpenAI Plans to Take a Cut of Customers’ AI-Aided Discoveries

By Amir Efrati · Jan 22, 2026 10:30am PST · 3 comments
Hi! If you’re finding value in our Applied AI newsletter, I encourage you to consider subscribing to The Information. It contains exclusive reporting on the most important stories in tech, like this story from Aaron and Wayne on Apple software chief Craig Federighi‘s cautious approach to improving the company’s AI standing. Save... Hi! If you’re finding value in our Applied AI newsletter, I encourage you to consider subscribing...
Layoffs Don’t Shrink Tech Employee Numbers for Long
By Martin Peers · Jan 18, 2026 8:00am PST
Sunday Insights

Layoffs Don’t Shrink Tech Employee Numbers for Long

By Martin Peers · Jan 18, 2026 8:00am PST
Meta Platforms’ job cuts at its Reality Labs division this past week, where it let go about 10% of the unit, were the first of what could be another wave of layoffs at big tech companies this year. But that doesn’t mean big tech workforces are going to shrink much, if at all. If history is any guide, future layoffs will only result in temporary... Meta Platforms’ job cuts at its Reality Labs division this past week, where it let go about 10%...
Art by Clark Miller
The Weekend

Apple and Google Renew Their Vows

By Abram Brown · Jan 17, 2026 7:18am PST
Welcome, Weekenders! In this newsletter:• The Big Read: Why “cracked engineers” are hot items in Silicon Valley• The Top 5: The best LinkedIn ghostwriters • Plus, Recommendations—our weekly pop culture picks: “A Whole Other Country,” “The Boys From Brazil” and “Industry”Thanks to AI, Silicon Valley has enjoyed an absolutely wild past couple... Welcome, Weekenders! In this newsletter:• The Big Read: Why “cracked engineers” are hot items in...
Michael M. Santiago/Getty Images.
The Briefing

Tech Stocks’ Bleak Day; Cerebras Gets Good News

By Martin Peers · Jan 14, 2026 5:00pm PST
Wow. Wednesday was not a fun day, particularly if you’re a Verizon customer (guilty!), thanks to a widespread cellular phone outage that hit many of its subscribers for much of the day. It also wasn’t fun for tech investors as stocks sold off across the board. What wasn’t uniform, though, was the severity of the selling. Microsoft, Amazon and... Wow. Wednesday was not a fun day, particularly if you’re a Verizon customer (guilty!), thanks to...
The Briefing Newsletter
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Sheldon Kimber, CEO of Intersect Power, right, at the Oberon Solar plant in California. Photo by  Lauren Justice/ Getty Images

Google Goes Electric to Get Quick Data Center Approval

By Miles Kruppa · Jan 13, 2026 6:00am PST
One month before Google paid $4.8 billion for Intersect Power, the tech giant had a message for federal energy regulators: They should fast-track approvals for data centers that supply some of their own power. Intersect does just that, producing power for data centers to allow them to operate without relying entirely on the grid. Google’s... One month before Google paid $4.8 billion for Intersect Power, the tech giant had a message for...
Google’s Chatbot Health Move Can’t Be Far Behind OpenAI’s
Google’s Chatbot Health Move Can’t Be Far Behind OpenAI’s
By Amir Efrati · Jan 8, 2026 7:00am PST · 1 comment
Google’s Chatbot Health Move Can’t Be Far Behind OpenAI’s
AI Agenda

Google’s Chatbot Health Move Can’t Be Far Behind OpenAI’s

By Amir Efrati · Jan 8, 2026 7:00am PST · 1 comment
OpenAI’s official foray into health, unveiled in this post on Wednesday, has been a long time coming, as we explained last summer. In short, OpenAI is creating a special section of ChatGPT for customers to ask health-related questions and dump data from their personal health apps and wearable devices to get personalized advice. The features... OpenAI’s official foray into health, unveiled in this post on Wednesday, has been a long time...
Nicolas Maduro and his wife, Cilia Flores, in handcuffs after landing at a Manhattan helipad. XNY/Star Max/GC Images via Getty.
The Briefing

Nvidia’s China Business Still Hostage to Geopolitics

By Martin Peers · Jan 7, 2026 5:00pm PST
Nvidia CEO Jensen Huang must feel like a child whose parents are perpetually at war. Weeks after he glimpsed a chance to resume sales of AI chips to China—thanks to approval from President Donald Trump—China has said, “Not so fast.” As our Hong Kong reporter Qianer Liu scooped today, the Chinese government has asked local tech companies to... Nvidia CEO Jensen Huang must feel like a child whose parents are perpetually at war. Weeks after...
Getty Images
The Briefing

2025’s Best Performing Tech Stocks

By Martin Peers · Dec 31, 2025 2:00pm PST
Oh, to have been an investor in Sandisk in 2025. That company, probably best known to consumers for those little memory cards or USB drives, was one of the best performing tech stocks of 2025—gaining 559% since February, when it was spun out of Western Digital to be a standalone company. By comparison, the best performing of the big tech names,... Oh, to have been an investor in Sandisk in 2025. That company, probably best known to consumers...
Bloomberg via Getty Images
True Value

The Long Game Behind Waymo’s Potential $100 Billion Valuation

By Anita Ramaswamy · Dec 29, 2025 8:59am PST · 10 comments
Can Waymo justify a $100 billion valuation? That’s a question investors will answer as Alphabet’s autonomous ride-hailing company discusses raising funding at a valuation that amounts to 280 times its annualized revenue—many times higher than other ride-hailing companies. Waymo’s rapid expansion in recent months—despite some hiccups... Can Waymo justify a $100 billion valuation? That’s a question investors will answer as Alphabet’s...
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