CNBC's MacKenzie Sigalos reports on the hyperscaler selloff and why Alphabet’s spending surge is a warning for Microsoft, ...
Quick ReadGOOGL has fallen 13% from May highs as investors question whether returns can justify $185 billion in planned 2026 ...
CNBC’s MacKenzie Sigalos reports on Alphabet raising its 2026 spending outlook to as much as $205 billion and signaling ...
CNBC’s MacKenzie Sigalos reports on whether stronger cloud economics and resilient search can reassure investors as capex ...