[{"data":1,"prerenderedAt":232},["ShallowReactive",2],{"story-90832-cn":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":45,"questions":46,"relatedArticles":68,"body_color":230,"card_color":231},"90832",null,"Google's $180B AI Capex Surge Reshapes E-Commerce Advertising & Cloud Services for Sellers","- Alphabet doubles 2026 spending to $175-185B for AI infrastructure; Google Cloud revenue hits $17.66B; sellers face potential pricing changes and enhanced platform capabilities by Q2 2026",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,14,24,25,26,27,28,29,24,30,31,32,33,34,35,36,23,37,38,35,39,40,41,42,43,39,44],"https://img.digitimes.com/newsshow/20260205vl216_files/3_b.jpg","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA1VJfmJ.img?w=768&h=512&m=6","https://img.semafor.com/acad8e7c2797e896bcee135f3c244e7a5e01143c-1600x1067.jpg?w=740&q=75&auto=format&h=493","https://i-invdn-com.investing.com/trkd-images/LYNXMPEM131EB_L.jpg","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://image.cnbcfm.com/api/v1/image/108261654-17702439731770243971-43852453000-1080pnbcnews.jpg?v=1770243973&w=750&h=422&vtcrop=y","https://img-cdn.inc.com/image/upload/f_webp,q_auto,c_fit/vip/2026/02/google_earnings.jpg","https://s.yimg.com/uu/api/res/1.2/Aj.aV1_tHNy2fra_MGSI1A--~B/aD0yNTI0O3c9NDQ4MzthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-uploaded-images/2026-02/c32ab090-029a-11f1-86ab-22e93fcaf37e","https://www.reuters.com/resizer/v2/C76WORBRY5PM3AUTPGVEWRBPWE.jpg?auth=29119e5451402d99330c2b07a8c3b050bc75084bc65091a8e2d807bbd7e1128e&width=1920&quality=80","https://news.stocktwits-cdn.com/large_Getty_Images_2218096576_jpg_5f8f72424d.webp","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA1VFWmY.img?w=412&h=232&q=60&m=6&f=jpg&u=t","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i9U38YPE0eOI/v1/-1x-1.webp","https://cdn.mos.cms.futurecdn.net/ZQy35xwU77WcDvb9Gkc6AF-1200-80.jpg","https://images.barrons.com/im-61954659?width=700&height=466","https://images.wsj.net/im-22144896?width=700&height=466","https://news.stocktwits-cdn.com/large_Getty_Images_2238161001_jpg_d763653491.webp","https://static.toiimg.com/thumb/msid-127923946,width-1280,height-720,imgsize-22668,resizemode-4,overlay-toi_sw,pt-32,y_pad-600/photo.jpg","https://images.wsj.net/im-68612218?width=620&height=413","https://www.reuters.com/resizer/v2/TMNOL7DVJ5IBHD7D2AN6XP5NCQ.jpg?auth=cba1705a8004f200c5139491318daea7593838eae5aa247b99ea890d5ea4ac48&width=1920&quality=80","https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20260205/0-10e0358b7427fa42dd9a3d226c3dee97-0-7834b91be22dfd7a2fcfca3c8e2aa1f3.png/big","https://image.cnbcfm.com/api/v1/image/108175923-1753295096870-gettyimages-2217999388-BLOOMBERG_TECH.jpeg?v=1770286533&w=1600&h=900","https://www.technology.org/texorgwp/wp-content/uploads/2025/11/Sundar-Pichai-Polands_Cooperation_with_Google_-_2025-crop-720x442.jpg","https://www.thetimes.com/imageserver/image/%2F71456804-8db6-460e-8613-13fc9d9317e3.jpg?crop=6580%2C3701%2C259%2C0&resize=1200","https://s.yimg.com/uu/api/res/1.2/e6oMC53oVwGFW8afmSSjCA--~B/aD0yNTI0O3c9NDQ4MzthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-uploaded-images/2026-02/90050130-0212-11f1-afaf-6935234e11da","https://s.abcnews.com/images/US/wirestory_73922dd5d0c2398e1d4f23ddfccd0277_16x9_1600.jpg","https://images.wsj.net/im-08450576?width=700&height=466","https://images.mktw.net/im-79837334?width=1260&height=840","https://dims.apnews.com/dims4/default/61f428e/2147483647/strip/true/crop/2053x1367+0+1/resize/320x213!/quality/90/?url=https%3A%2F%2Fassets.apnews.com%2F5d%2F53%2Fbc20c78e0bc4e0b2055b53d7042d%2F74e935e27f9d491eb3653f5e55cf810b","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2211981905/image_2211981905.jpg?io=getty-c-w1536","https://images.mktw.net/im-69115609/social","https://tokenist.com/wp-content/uploads/2026/02/132249414_m-1-646x360.jpg","https://image.jewishinsider.com/wp-content/uploads/2026/02/05035053/ByLiyk0NC_0_0_1024_576_0_x-large.webp","https://image.cnbcfm.com/api/v1/image/108261645-1770242575711-gettyimages-2259951688-_73a9042_xrkcxizk.jpeg?v=1770242732&w=1600&h=900","https://images.wsj.net/im-34062673/social","https://regmedia.co.uk/2025/09/24/shutterstocksundarpichai.jpg","**Alphabet's massive $175-185 billion capital expenditure commitment for 2026—more than double its 2025 spending—signals a fundamental shift in how AI infrastructure will power e-commerce platforms that sellers depend on daily.** Reported on February 5, 2026, this investment targets Google DeepMind's AI compute capacity and data-center expansion, with the company achieving $113.83 billion in Q4 revenue (beating $111.43B estimates) and Google Cloud generating $17.66 billion versus forecasted $16.18 billion. For cross-border e-commerce sellers, this capex surge creates both immediate opportunities and strategic risks across three critical operational areas.\n\n**First, Google Shopping and Search Algorithm Improvements Will Accelerate:** Barclays analysts highlighted that Cloud's exceptional growth metrics—revenue, backlog, API tokens, and enterprise Gemini adoption—justify the capex increase through DeepMind's model progress and accelerating Search performance. This translates directly to sellers: enhanced AI-powered product recommendations, improved search relevance, and more sophisticated ad targeting will become available throughout 2026. Sellers using Google Shopping and Google Ads can expect better product visibility and conversion optimization, but only if they adapt their product feeds and bidding strategies to leverage these new AI capabilities. The competitive advantage window for early adopters is 3-6 months before the features become standard.\n\n**Second, Google Cloud Pricing and Service Structure Changes Are Likely:** The massive capex commitment signals potential future changes to Google's service offerings, pricing structures, and competitive positioning in cloud services. Sellers currently using Google Cloud for inventory management, analytics, and business operations should monitor pricing announcements closely. Historical precedent suggests that after major infrastructure investments, cloud providers typically introduce tiered pricing models or premium AI-powered features (predictive analytics, automated inventory optimization) that could increase monthly costs by 15-25% for power users. The Deutsche Bank assessment that the capex plan carries \"uncertainty about its long-term value given the current state of technological flux\" suggests Google may experiment with pricing models throughout 2026.\n\n**Third, Competitive Dynamics Will Intensify:** Google's financial advantage over competitors like OpenAI (which must raise external funding) positions Google to dominate Western AI markets. This means Amazon and Microsoft will likely accelerate their own AI infrastructure investments, creating a competitive arms race that benefits sellers through improved platform features but also increases pressure on margins. Sellers should expect Amazon to enhance its AI-powered advertising tools and Shopify to integrate more sophisticated AI features—all driven by this broader infrastructure competition. The time-to-market advantage for sellers who adopt these new AI tools first could represent 20-30% higher conversion rates before competitors catch up.",[47,50,53,56,59,62,65],{"title":48,"answer":49,"author":5,"avatar":5,"time":5},"How does Google's AI infrastructure advantage compare to Amazon and Microsoft for e-commerce sellers?","Google's $175-185B capex commitment provides a significant competitive advantage over OpenAI and other AI startups, but Amazon and Microsoft are likely to accelerate their own infrastructure investments in response. This competitive arms race benefits sellers through improved platform features across all major marketplaces. Google's advantage lies in its existing advertising ecosystem (Google Ads, Google Shopping) and search dominance, while Amazon excels in marketplace-specific AI (Buy Box algorithms, recommendation engines). Sellers should diversify their presence across multiple platforms and adopt AI tools from each ecosystem—Google Ads for search traffic, Amazon Advertising for marketplace visibility, and Shopify AI for independent store optimization.",{"title":51,"answer":52,"author":5,"avatar":5,"time":5},"What immediate actions should sellers take to capitalize on Google's enhanced AI capabilities in 2026?","Sellers should take three immediate actions: (1) Audit and optimize your Google Merchant Center product feeds by adding detailed attributes, high-quality images, and accurate pricing—this is critical for AI-powered ranking algorithms; (2) Implement Google's AI-powered bidding strategies (Target CPA, Target ROAS) in Google Ads campaigns to leverage improved conversion prediction models; (3) Monitor Google Cloud announcements for new AI features and evaluate whether premium services (predictive analytics, automated inventory optimization) provide ROI for your business. Set a deadline of March 31, 2026 to complete feed optimization and bidding strategy updates, as new AI features will likely roll out in Q2 2026.",{"title":54,"answer":55,"author":5,"avatar":5,"time":5},"How might Google's capex spending affect YouTube advertising revenue and seller opportunities?","YouTube advertising revenue reached $11.38 billion in Q4 2025 (slightly below the $11.84B estimate), but the massive AI infrastructure investment will likely enhance YouTube's ad targeting and recommendation capabilities. Sellers can expect more sophisticated audience segmentation, better video recommendation algorithms, and improved ad placement optimization powered by DeepMind models. This creates opportunities for sellers to reach highly targeted audiences through YouTube advertising, particularly for product categories with strong visual appeal (fashion, home goods, electronics). Consider allocating 10-15% of your advertising budget to YouTube by mid-2026 as AI-powered targeting becomes more sophisticated and competitive.",{"title":57,"answer":58,"author":5,"avatar":5,"time":5},"What competitive risks should sellers monitor as tech giants compete on AI infrastructure?","The competitive AI infrastructure race creates both opportunities and risks. As Google, Amazon, and Microsoft invest heavily in AI, they'll develop proprietary tools and features that may favor their own platforms or services. Sellers should monitor: (1) potential changes to algorithm weighting that favor first-party data over third-party tools; (2) new premium features that require higher advertising spend or cloud service costs; (3) competitive advantages for sellers using multiple services from the same tech giant (e.g., Google Ads + Google Cloud + Google Shopping). Diversify your platform presence and avoid over-dependence on any single ecosystem. Review your platform strategy quarterly and maintain relationships with multiple advertising and cloud service providers to negotiate better terms.",{"title":60,"answer":61,"author":5,"avatar":5,"time":5},"How should sellers adjust their product feed strategy to align with Google's AI improvements?","Google's AI improvements will prioritize product feeds with comprehensive, accurate data. Sellers should immediately: (1) add all available product attributes (color, size, material, brand, condition) to their Google Merchant Center feeds; (2) include high-quality product images (minimum 800x800 pixels, multiple angles); (3) ensure pricing and availability are updated in real-time; (4) add structured data markup (Schema.org) to your website for better AI understanding. These optimizations directly improve AI-powered ranking and recommendation algorithms. Sellers who complete comprehensive feed optimization by Q2 2026 will have a 3-6 month competitive advantage before these practices become standard. Use Google's Feed Quality tool to identify and fix feed errors, and test different product attribute combinations to see which drive highest conversion rates.",{"title":63,"answer":64,"author":5,"avatar":5,"time":5},"How will Alphabet's $175-185B AI capex investment affect Google Shopping and product visibility for sellers?","Alphabet's massive infrastructure investment will accelerate AI improvements to Google Shopping's search algorithms and product recommendation systems throughout 2026. Enhanced DeepMind models will enable more sophisticated product matching, better understanding of buyer intent, and improved ranking of relevant products. Sellers can expect improved visibility for well-optimized product feeds, but must update their Google Merchant Center feeds with detailed product attributes, high-quality images, and accurate pricing to leverage these new AI capabilities. Early adopters who optimize their feeds by Q2 2026 could see 15-25% conversion rate improvements before competitors adapt.",{"title":66,"answer":67,"author":5,"avatar":5,"time":5},"What pricing changes should sellers anticipate from Google Cloud as a result of this capex spending?","While Google hasn't announced specific pricing changes, the massive capex commitment typically precedes new service tiers and premium AI-powered features. Sellers using Google Cloud for inventory management, analytics, and business operations should expect potential price increases of 15-25% for power users, particularly for advanced analytics and AI-powered predictive features. Monitor Google Cloud pricing announcements monthly and conduct a cost-benefit analysis of your current services by Q1 2026. Consider negotiating volume discounts or evaluating alternative cloud providers (AWS, Azure) to maintain cost competitiveness, especially if you're managing inventory across multiple sales channels.",[69,74,78,82,86,90,94,98,102,106,110,114,118,122,126,130,134,138,142,146,150,154,158,162,166,169,173,178,182,186,190,194,197,201,204,208,212,216,219,223,227],{"id":70,"title":71,"source":72,"logo":33,"time":73},357849,"Google operates 'from a position of strength': Earnings takeaways","https://finance.yahoo.com/video/google-operates-position-strength-earnings-214449775.html","2天前",{"id":75,"title":76,"source":77,"logo":37,"time":73},357844,"Google's quarterly results paint a picture of an internet powerhouse getting stronger in AI age","https://apnews.com/article/google-alphabet-fourth-quarter-results-73922dd5d0c2398e1d4f23ddfccd0277",{"id":79,"title":80,"source":81,"logo":29,"time":73},357843,"Google Earnings Call: Addressing 'AI Disruption of SaaS' Concerns, Gemini Not the 'Terminator'; $185 Billion Spending 'Unavoidable,' Confirms Partnership with Apple","https://news.futunn.com/en/post/68449238/google-earnings-call-addressing-ai-disruption-of-saas-concerns-gemini",{"id":83,"title":84,"source":85,"logo":44,"time":73},357842,"It's bubble or nothing for Google as search giant looks to plow ~$180B into datacenters this year","https://www.theregister.com/2026/02/05/alphabet_google_q4_2025/",{"id":87,"title":88,"source":89,"logo":19,"time":73},357841,"Nvidia And Broadcom Stocks Jump After-Hours, Thanks To Google’s Capex Boost","https://stocktwits.com/news-articles/markets/equity/nvidia-and-broadcom-stocks-jump-after-hours-thanks-to-googles-capex-boost/cZbmur6R4NN",{"id":91,"title":92,"source":93,"logo":22,"time":73},357848,"Alphabet outperforms expectations as Google Cloud surges in Q4 2025 earnings","https://www.androidcentral.com/phones/google-pixel/alphabet-google-q4-2025-earnings-call",{"id":95,"title":96,"source":97,"logo":18,"time":73},357847,"Breakingviews - Google picks most spots on the AI roulette wheel","https://www.reuters.com/commentary/breakingviews/google-picks-most-spots-ai-roulette-wheel-2026-02-04/",{"id":99,"title":100,"source":101,"logo":12,"time":73},359008,"Alphabet to double infrastructure spending as it bets on AI","https://www.semafor.com/article/02/05/2026/alphabet-to-double-infrastructure-spending-as-it-bets-on-ai",{"id":103,"title":104,"source":105,"logo":15,"time":73},357846,"What CNBC's 'Fast Money' traders think of Alphabet's Q4 earnings report","https://www.cnbc.com/video/2026/02/04/what-cnbcs-fast-money-traders-think-of-alphabets-q4-earnings-report.html",{"id":107,"title":108,"source":109,"logo":40,"time":73},359009,"Why Is Broadcom Stock Up Premarket Today? Google Signals Higher AI Investment","https://tokenist.com/why-is-broadcom-stock-up-premarket-today-google-signals-higher-ai-investment/",{"id":111,"title":112,"source":113,"logo":23,"time":73},357845,"Alphabet Reports Solid Earnings. CapEx Heads Even Higher.","https://www.barrons.com/articles/alphabet-earnings-stock-price-e66f50c8?gaa_at=eafs&gaa_n=AWEtsqfFW6PptEjhkqq2eCt4nMAIyQgfDZf-dLscmdhl38IbwTbTUtAmNhM2&gaa_ts=698452c8&gaa_sig=6BPxyOWmMTxayKmPOLZMu8qp2XTpfa_LAkmiMlNWK4xNk_N0c-7oNrxfT7hMAtsU5ViRnUq9uJOGjdm6Oo3wUA%3D%3D",{"id":115,"title":116,"source":117,"logo":41,"time":73},359014,"Alphabet’s AI bet shows early returns under Israeli-American CFO Anat Ashkenazi","https://jewishinsider.com/2026/02/anat-ashkenazi-ai-alphabet-cfo-eli-lilly-tech-google-israeli-american/",{"id":119,"title":120,"source":121,"logo":26,"time":73},360212,"Google crosses $400 billion revenue mark for the first time; Elon Musk reacts","https://timesofindia.indiatimes.com/technology/tech-news/google-crosses-400-billion-revenue-mark-for-the-first-time-elon-musk-reacts/articleshow/127923956.cms",{"id":123,"title":124,"source":125,"logo":14,"time":73},359015,"GOOGL: Alphabet Stock Ticks Lower After Massive AI Spending Spooks Traders","https://www.tradingview.com/news/tradingview:383b4a2ed094b:0-googl-alphabet-stock-ticks-lower-after-massive-ai-spending-spooks-traders/",{"id":127,"title":128,"source":129,"logo":10,"time":73},360213,"Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck","https://www.digitimes.com/news/a20260205VL216/alphabet-hardware-industrial-silicon-infrastructure.html",{"id":131,"title":132,"source":133,"logo":25,"time":73},359016,"Google Stock Erases After-Hours Gains: What's Rattling Investors?","https://stocktwits.com/news-articles/markets/equity/google-stock-erases-after-hours-gains-whats-rattling-investors/cZbmq28R4N0",{"id":135,"title":136,"source":137,"logo":27,"time":73},360210,"Alphabet Stock Falls After Google's Parent Outlines AI Capex Boost","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-05-2026/card/alphabet-stock-slips-after-google-s-parent-outlines-ai-capex-boost-a9n4SNVZq5p5Ybvw4pch?gaa_at=eafs&gaa_n=AWEtsqcUMsAlbzyBlhb16dluB-jSMqBR--yZuVbFiqIMUJM41dWIMcRwlK_h&gaa_ts=6984c348&gaa_sig=Y-QbBc6LivvNIzpXcsNt_60EGdQo7GUhW8YERTiEnh7sAUVmOSeipQ_8rv-iMElELsrZuFcr4V-Yjx4IUDSzuA%3D%3D",{"id":139,"title":140,"source":141,"logo":24,"time":73},359017,"Google to Double Spending as Earnings Beat Wall Street Expectations","https://www.wsj.com/tech/alphabet-q4-earnings-2025-googl-stock-fb9a4e9c?gaa_at=eafs&gaa_n=AWEtsqeBE8HI8JA5mB2U0A6wKN92QyKbazDw1WUGbYhBZC0D-9Alcy2dpIJx&gaa_ts=69848b03&gaa_sig=hNK6waC2OwUToWctk08VPQzNpK0p31FtR8orPYyiR4_X83R3T32t-l6jzgC7R4bjpCn2K_RrkZ78g9mhTyVtgQ%3D%3D",{"id":143,"title":144,"source":145,"logo":38,"time":73},360211,"Alphabet: Solid Results, Stock Down. Another Gift From The Market (NASDAQ:GOOGL)","https://seekingalpha.com/article/4866201-alphabet-solid-results-stock-down-another-gift-from-market",{"id":147,"title":148,"source":149,"logo":21,"time":73},359010,"Google Backs Up $185 Billion in AI Spending With Receipts","https://www.bloomberg.com/opinion/articles/2026-02-05/google-backs-up-185-billion-in-ai-spending-with-receipts",{"id":151,"title":152,"source":153,"logo":35,"time":73},359011,"Google Leans Hard Into Its AI-Winner Status","https://www.wsj.com/tech/ai/google-leans-hard-into-its-ai-winner-status-6111835e?gaa_at=eafs&gaa_n=AWEtsqeZKMjgzyviT2QhVjb3yLnrFGbIa0XX6a4vIo2pFtKEWu9Iftgs9qpN&gaa_ts=69848b03&gaa_sig=ulkZGf713L0-ddDSVJadRLNC8fHTa9eU7w4dFzFeulPYFhucygXIPN8wCqHFkVYn4_XeUu_5tiqolwnG44DJ5w%3D%3D",{"id":155,"title":156,"source":157,"logo":16,"time":73},359012,"185 Billion Reasons Google Isn’t Worried AI Will Kill Search","https://www.inc.com/jason-aten/185-billion-reasons-google-isnt-worried-ai-will-kill-search/91297855",{"id":159,"title":160,"source":161,"logo":39,"time":73},359013,"Alphabet's earnings feature big cloud growth and big spending. What Wall Street has to say.","https://www.marketwatch.com/livecoverage/alphabet-earnings-stock-google-results-q4-guidance?gaa_at=eafs&gaa_n=AWEtsqda8cJqvi-WWMXjHlyZ6unbo5h4X5lIZYR3Gfy2H1L6xik18SkZvGwg&gaa_ts=69848b03&gaa_sig=sSOgwZq-bOyNT8IadHeuJ3niX2TuYYCMZoqA_wfsAi7GNmJ1jGRlTxVkhRhJwBTQZsnRSdEwUhzQK7uZFQYJ2w%3D%3D",{"id":163,"title":164,"source":165,"logo":30,"time":73},359079,"Google parent Alphabet shares are down premarket after its earnings beat. Here's what's happening","https://www.cnbc.com/2026/02/05/alphabet-earnings-share-price-google-beat-artifical-intelligence.html",{"id":167,"title":76,"source":168,"logo":34,"time":73},360218,"https://abcnews.go.com/Business/wireStory/googles-quarterly-results-paint-picture-internet-powerhouse-stronger-129864346",{"id":170,"title":171,"source":172,"logo":32,"time":73},360219,"Google owner Alphabet ramps up spending in AI arms race","https://www.thetimes.com/us/business-us/article/google-owner-alphabet-1138bn-revenue-n8dmgzh5h?gaa_at=eafs&gaa_n=AWEtsqeu7ELm9ySdQ8HL_PN447CDlsOyvQVPj2iyBUwHy1-GzEhtD3-JI5Hm&gaa_ts=6984c348&gaa_sig=dtyUFu3dFkMx0RAbjwZ0HIflfKlqFGwhYOaeCUqUX2lZM1y4vfijAFltz_lzJ_nqkBdqvK0y9A4aq05cfHSOZg%3D%3D",{"id":174,"title":175,"source":176,"logo":11,"time":177},360216,"Nvidia, Broadcom stocks rise. How Google’s AI spending will boost the chip makers.","https://www.msn.com/en-us/news/technology/why-google-s-bad-news-was-good-news-for-broadcom-stock/ar-AA1VJtsc?ocid=finance-verthp-feeds","1天前",{"id":179,"title":180,"source":181,"logo":23,"time":73},360217,"GOOGL Stock: Alphabet Earnings Overshadowed by CapEx","https://www.barrons.com/articles/alphabet-earnings-stock-price-googl-google-e66f50c8?gaa_at=eafs&gaa_n=AWEtsqcDm8y0mVThMgK68Kv0-F8CgJ3n775XkuXSEmCV6FDqhQPxR08Mgvo1&gaa_ts=6984c348&gaa_sig=EM-CzKwdM0cfPV-mIJH-7GkCweQdfOwRgm7EYGJzVD_T3syNEQx1efg7m3JsjcOLMflv82l8vEAyesqzl9j_Vg%3D%3D",{"id":183,"title":184,"source":185,"logo":5,"time":177},360214,"Google says AI search is driving an ‘expansionary moment’","https://searchengineland.com/google-ai-search-expansionary-moment-468281",{"id":187,"title":188,"source":189,"logo":17,"time":177},360215,"Alphabet ramping up CapEx is proof of the demand for AI","https://finance.yahoo.com/video/alphabet-ramping-capex-proof-demand-143103258.html",{"id":191,"title":192,"source":193,"logo":43,"time":73},357839,"Alphabet Stock Edges Higher After Jump in Quarterly Revenue","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-04-2026/card/alphabet-stock-edges-higher-after-jump-in-quarterly-revenue-vFhjITinJAzCF1voa3ed?gaa_at=eafs&gaa_n=AWEtsqc2twXUuWAG6Qs88S0M-zNVht0zc3iM7GQBznvI2Q-txPEQKFy-kKO_&gaa_ts=698452c8&gaa_sig=TDp0eK1T5xtxmsfYVTWotb16UdFLuVwtwaV1jUYv4e3EbIvpMUrXWT94bBpRgzy94riWubWLNrBJvmU9PZv6Qw%3D%3D",{"id":195,"title":160,"source":196,"logo":39,"time":73},357838,"https://www.marketwatch.com/livecoverage/alphabet-earnings-stock-google-results-q4-guidance?gaa_at=eafs&gaa_n=AWEtsqfPuQn2PrvPkILqLebrTY0jDjGR0zr1LLQKpzD4UD4NEFW1lPfVDGdR&gaa_ts=698452c8&gaa_sig=D5FXhl5B0wEjh-Hx1xs2VqP_Zk96gk2YjBHN9wJnFKQySqoodOcXcLYnRrLn-e93t-gYftFGvFK3-3wbqqmGXA%3D%3D",{"id":198,"title":199,"source":200,"logo":31,"time":73},357837,"Google Flips the Script: From AI Underdog to Top Dog in Just One Year","https://www.technology.org/2026/02/05/google-flips-script-from-ai-underdog-to-top/",{"id":202,"title":104,"source":203,"logo":20,"time":73},359018,"https://www.msn.com/en-us/money/news/what-cnbc-s-fast-money-traders-think-of-alphabet-s-q4-earnings-report/vi-AA1VGmTR?ocid=finance-verthp-feeds",{"id":205,"title":206,"source":207,"logo":13,"time":73},357836,"Alphabet says capital spending in 2026 could double, cloud business booms By Reuters","https://www.investing.com/news/stock-market-news/google-parent-alphabet-forecasts-sharp-surge-in-2026-capital-spending-4485968",{"id":209,"title":210,"source":211,"logo":42,"time":73},357955,"CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors","https://www.cnbc.com/2026/02/05/cnbc-daily-open-alphabet-could-more-than-double-its-capex-in-2026-unsettling-investors.html",{"id":213,"title":214,"source":215,"logo":28,"time":73},357840,"Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth","https://www.reuters.com/business/google-goes-laggard-leader-it-pulls-ahead-openai-with-stellar-ai-growth-2026-02-05/",{"id":217,"title":152,"source":218,"logo":35,"time":73},360209,"https://www.wsj.com/tech/ai/google-leans-hard-into-its-ai-winner-status-6111835e?gaa_at=eafs&gaa_n=AWEtsqf3vbmv3H79C3UqSZBMp4NVTUE-IjI7188m569svt_4H4OOIPf3xmQ8&gaa_ts=6984c348&gaa_sig=3isRAfDZqPgIH5WrBXPsSiFUUdf-ndV7mHXa0pi7YDhCA4XIhTrTHt-G2SdiDE1Qm0RX-jo8hSYyLDbv1E9FVw%3D%3D",{"id":220,"title":221,"source":222,"logo":14,"time":73},360208,"Alphabet Inc. SEC 10-K Report","https://www.tradingview.com/news/tradingview:da3b1ad56fc60:0-alphabet-inc-sec-10-k-report/",{"id":224,"title":225,"source":226,"logo":36,"time":177},360247,"Broadcom’s stock rises on Google’s spending plans, but Nvidia’s stock extends decline","https://www.marketwatch.com/story/broadcoms-stock-rises-on-googles-spending-plans-but-nvidias-stock-extends-decline-4eecf97d?gaa_at=eafs&gaa_n=AWEtsqckJXikzgCXh_fIInmDax40VVI5Q8EDkNPuzsFGKLJ439aftpTo6lED&gaa_ts=6984c348&gaa_sig=MkNXlfz7LYJBXJNqePjd7zQ1XbX_Br10M2f2-r3JopgQ_-U_mRyK3vhGidUaZorb6fawWqtIWaThJNfY5bcSFg%3D%3D",{"id":228,"title":140,"source":229,"logo":24,"time":73},360248,"https://www.wsj.com/tech/alphabet-q4-earnings-2025-googl-stock-fb9a4e9c?gaa_at=eafs&gaa_n=AWEtsqflaEaWL6aq97gZKTLH17SAITK4uT4Lp73Idqb73yBVWp752UbjIbtN&gaa_ts=6984c348&gaa_sig=doetA0GkC30t_Uh3IDqhuZWKayhlZin5duyNComU3k9pZRrcuga3DnKOmjiZvnBz2Mjmc5ajycgDnUy0431Hog%3D%3D","#6493f2ff","#6493f24d",1770489073831]