Alphabet (Google) Class C

GOOG

Market cap $4.31T

If you have room for one mega-cap cloud name in a retirement portfolio right now, the question is simple: Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Microsoft (NASDAQ:MSFT)?

Although the AI buildout has powered Wall Street's bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated.

The number to focus on is $190 billion, the new top end of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction)'s 2026 capital expenditure guidance.

Google DeepMind CEO Demis Hassabis said artificial general intelligence is a "few years away." He said AI will have huge societal implications, bringing about a "post-scarcity" world.

The Google parent appears to be the rare stock that appeals to both Cathie Wood and Warren Buffett.

Lovable and Google announced an expanded multi-year collaboration on Wednesday. Lovable, the fast-growing Stockholm vibe-coding startup, has long been a Google Cloud user.

Google search is facing a series of targeted rules that a UK regulator says will secure a fairer deal for publishers and consumers, and improve its services at the same time.

AI-generated summaries in Google search results take content from online publishers while reducing traffic to their websites—a tricky relationship that has been seemingly inevitable until now.

Expand NASDAQ: GOOGL Alphabet Today's Change (-0.69%) $-2.51 Current Price $359.34 Key Data Points Market Cap $4.4T Day's Range $358.10 - $366.39 52wk Range $162.00 - $408.61 Volume 2M Avg Vol 28.5M Gross Margin 60.43% Dividend Yield 0.23% Alphabet (GOOGL 0.69%), internet services including search, ads, and cloud computing, closed Wednesday at $358.68, down 0.76%. The stock was priced lower as investors reacted to dilution from Alphabet's record-sized equity offering and are watching how efficiently new AI and cloud investments translate into growth and returns.

Two days after announcing a plan to raise $80 billion in equity capital to expand its artificial intelligence infrastructure, Alphabet raised it to $84.75 billion. The underwritten public offerings that were previously announced at a total of $30 billion have been upsized to $34.