[{"data":1,"prerenderedAt":247},["ShallowReactive",2],{"story-90998-cn":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":41,"questions":42,"relatedArticles":67,"body_color":245,"card_color":246},"90998",null,"Google's $185B AI Capex Surge Reshapes Advertising & Cloud Tools for E-Commerce Sellers","- Alphabet doubles data-center spending to $175-185B in 2026; enhanced AI algorithms will transform Google Ads targeting, YouTube advertising, and Google Cloud services affecting millions of cross-border sellers globally",[],[10,11,12,13,14,15,16,17,18,19,20,11,18,12,12,21,22,23,24,12,15,25,26,27,28,11,16,29,30,31,32,33,34,35,36,37,38,18,39,40,18],"https://img.digitimes.com/newsshow/20260205vl216_files/3_b.jpg","https://images.barrons.com/im-61954659?width=700&height=466","https://images.wsj.net/im-08450576?width=700&height=466","https://img.semafor.com/acad8e7c2797e896bcee135f3c244e7a5e01143c-1600x1067.jpg?w=740&q=75&auto=format&h=493","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA1VJfmJ.img?w=768&h=512&m=6","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://images.wsj.net/im-68612218?width=620&height=413","https://www.investors.com/wp-content/uploads/2026/02/IT-Broadcom-Thor-Ultra-company.jpg","https://images.wsj.net/im-22144896?width=700&height=466","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://s.yimg.com/ny/api/res/1.2/HY7fhfoYqB_K5bL96ufjDg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD0xMDcy/https://media.zenfs.com/en/motleyfool.com/ba80d0f341edc9eafd634feaeedbd932","https://cdn.ttgtmedia.com/visuals/German/article/woman-coding-2-adobe.jpg","https://media.datacenterdynamics.com/media/images/GettyImages-1163973538.width-358.jpg","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i9U38YPE0eOI/v1/-1x-1.webp","https://news.stocktwits-cdn.com/large_Getty_Images_2238161001_jpg_d763653491.webp","https://images.investinglive.com/images/goog%20stock_id_048ffc03-ffd3-458d-9810-b53575f3f220_size975.jpg","https://www.techbuzz.ai/_next/image?url=https%3A%2F%2Fcharming-card-d91ad3487b.media.strapiapp.com%2Flarge_file_9212f7022b.png&w=1920&q=85","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://image.cnbcfm.com/api/v1/image/108175923-1753295096870-gettyimages-2217999388-BLOOMBERG_TECH.jpeg?v=1770286533&w=1600&h=900","https://images.mktw.net/im-79837334?width=1260&height=840","https://247wallst.com/wp-content/uploads/2026/02/live-will-rambus-continue-its-rally-after-q4-earri-featured-1770061813487.webp","https://static.foxbusiness.com/foxbusiness.com/content/uploads/2026/02/sundar-pichai-google-1.jpg","https://pro.thestreet.com/.image/ar_1:1%2Cc_fill%2Ccs_srgb%2Cfl_progressive%2Cq_auto:good%2Cw_1200/MjExNzY2MDkyMjQ5NDQyMjgw/google-ceo-says-antitrust-trials-could-drag-on-for-many-years.jpg","https://cloudfront-us-east-1.images.arcpublishing.com/morningstar/4FVFILWRQFBBXNN46NLDWT4K4M.jpg","https://pro.thestreet.com/.image/ar_4:3%2Cc_fill%2Ccs_srgb%2Cfl_progressive%2Cq_auto:good%2Cw_1200/MjE5NDE1NzEwODYwOTEyNDkz/google-gemini.jpg","https://s.abcnews.com/images/US/wirestory_73922dd5d0c2398e1d4f23ddfccd0277_16x9_1600.jpg","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2211981905/image_2211981905.jpg?io=getty-c-w1536","https://www.adexchanger.com/wp-content/uploads/2026/02/HI.RES_.spend_.surge_.cartoon.jpeg","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1337403704/image_1337403704.jpg?io=getty-c-w630","https://image.jewishinsider.com/wp-content/uploads/2026/02/05035053/ByLiyk0NC_0_0_1024_576_0_x-large.webp","**Alphabet's Massive AI Infrastructure Commitment Signals Platform Transformation for E-Commerce Sellers**\n\nAlphabet announced a historic capital expenditure plan of $175-185 billion for 2026, nearly doubling its 2025 spending of approximately $72 billion, according to earnings reports from February 4-5, 2026. The company reported fourth-quarter 2025 revenue of $113.83 billion (beating analyst estimates of $111.43 billion) and achieved annual revenue exceeding $400 billion for the first time, with an 18% Q4 revenue jump driven primarily by AI-powered enhancements to advertising and cloud services. Google Cloud division generated $17.66 billion versus forecasted $16.18 billion, demonstrating exceptional growth metrics in revenue, backlog, API tokens, and enterprise Gemini adoption. Despite strong earnings, Alphabet shares declined 2.6% in premarket trading on February 5, reflecting investor concerns about near-term profitability pressure from massive capex commitments.\n\n**Platform Impact and Seller Implications**\n\nThe capital expenditure surge targets AI compute capacity for Google DeepMind, proprietary tensor processing units (TPUs), and data-center infrastructure supporting large language models. This investment directly impacts e-commerce sellers through multiple channels: **Google Ads and Shopping algorithms** will incorporate more sophisticated AI-driven targeting, potentially improving conversion optimization but also increasing competitive bidding pressures; **YouTube advertising** revenue reached $11.38 billion (slightly below $11.84 billion estimate), yet enhanced AI capabilities will likely improve audience segmentation and performance metrics; **Google Cloud services** expansion will benefit sellers using cloud infrastructure for inventory management, analytics, and fulfillment operations. Barclays analysts highlighted Cloud's exceptional growth trajectory, suggesting the capex increase could be justified by DeepMind's model progress and accelerating Search performance. However, Deutsche Bank analysts characterized the spending plan as \"stunning\" while acknowledging uncertainty about long-term value given technological flux.\n\n**Competitive Landscape and Future Pricing Implications**\n\nGoogle's spending announcement reflects broader industry competition, with Meta announcing $135 billion capex spending and Amazon increasing AI spending by nearly 60%, collectively representing over $400 billion in annual AI infrastructure investment. This competitive race signals sustained commitment to AI development rather than temporary enthusiasm. For cross-border sellers, the implications are multifaceted: enhanced advertising algorithms may improve campaign performance through better targeting precision and conversion optimization; improved search visibility opportunities through accelerated Google Search performance; and expanded Google Cloud tools for business optimization. However, the massive capex commitments signal potential future changes to Google's service offerings, pricing structures, and competitive positioning. Sellers should anticipate evolving platform fee structures as companies seek to monetize AI infrastructure investments more aggressively, potentially affecting advertising costs and cloud service pricing by 2026-2027.",[43,46,49,52,55,58,61,64],{"title":44,"answer":45,"author":5,"avatar":5,"time":5},"How does Google's capex plan compare to Amazon and Meta's AI spending?","Google's $175-185B capex for 2026 represents the largest data-center spending increase since the AI investment cycle began, according to D.A. Davidson analyst Gil Luria. Meta announced $135 billion capex spending, while Amazon increased AI spending by nearly 60%, collectively representing over $400 billion in annual infrastructure investment. This competitive race indicates sustained commitment to AI development and signals that all major platforms will accelerate feature development. For sellers, this means rapid evolution of advertising tools, cloud services, and marketplace features across Google, Amazon, and Meta platforms throughout 2026-2027.",{"title":47,"answer":48,"author":5,"avatar":5,"time":5},"What changes should sellers expect in Google Shopping and YouTube advertising?","Google's AI infrastructure expansion will improve Google Shopping's product recommendation algorithms and YouTube's audience targeting capabilities. Enhanced machine learning models will enable more precise matching between products and buyer intent, potentially improving visibility for well-optimized listings. YouTube advertising revenue reached $11.38 billion in Q4 2025 (slightly below estimates), yet AI enhancements will likely improve performance metrics. Sellers should optimize product feeds with detailed attributes, high-quality images, and comprehensive descriptions to leverage improved AI matching. Expect new AI-powered features for bid optimization and audience insights launching in Q2-Q3 2026.",{"title":50,"answer":51,"author":5,"avatar":5,"time":5},"What timeline should sellers expect for new AI-powered Google tools?","Alphabet's capex surge targets immediate infrastructure buildout for 2026, with feature development likely accelerating throughout the year. Barclays analysts highlighted Cloud's exceptional growth trajectory and accelerating Search performance, suggesting new features could launch in Q2-Q3 2026. Google typically announces major platform updates at annual conferences (Google Marketing Live in May, Google Cloud Next in September). Sellers should monitor Google Ads, Google Shopping, and Google Cloud announcements during these events. Plan budget adjustments and strategy updates for Q3 2026 when new AI features become widely available.",{"title":53,"answer":54,"author":5,"avatar":5,"time":5},"Will Google Cloud pricing increase due to the AI infrastructure investment?","While Alphabet's strong cash flows and robust balance sheet provide capacity to support the $175-185B spending level, analysts acknowledge potential pressure on profit margins and free cash flow in the near term. Google Cloud's exceptional growth metrics (revenue, backlog, API tokens, enterprise Gemini adoption) justify the investment, but future pricing increases are likely as Google monetizes AI capabilities. Sellers using Google Cloud for inventory management, analytics, and fulfillment should monitor pricing announcements in Q2-Q3 2026. Consider evaluating alternative cloud providers (AWS, Azure) to compare pricing structures as Google's costs potentially increase.",{"title":56,"answer":57,"author":5,"avatar":5,"time":5},"What product categories might benefit most from improved Google AI algorithms?","Enhanced Google AI algorithms will particularly benefit product categories requiring precise audience targeting and intent matching: electronics (high-value items with specific technical specifications), fashion and apparel (visual search and style matching), home and garden (seasonal demand forecasting), and specialty/niche products (long-tail keyword matching). Categories with complex buying journeys and multiple touchpoints will see improved conversion tracking through enhanced AI. Sellers in these categories should prioritize optimizing product feeds, creating detailed descriptions, and leveraging Google Shopping's AI-powered features. Expect improved visibility for well-optimized listings in these categories as AI algorithms mature throughout 2026.",{"title":59,"answer":60,"author":5,"avatar":5,"time":5},"How should sellers prepare for potential Google service pricing changes?","The massive capex commitment signals potential future changes to Google's service offerings, pricing structures, and competitive positioning in cloud services and digital advertising. Sellers should conduct a comprehensive audit of Google services usage (Ads, Shopping, Cloud, Analytics) by March 2026 to establish baseline costs. Document current spending patterns and performance metrics to enable comparison when pricing changes occur. Consider diversifying advertising spend across Amazon Ads and Meta platforms to reduce dependency on Google. Review Google Cloud contracts for renewal dates and negotiate terms before potential price increases take effect in late 2026 or early 2027.",{"title":62,"answer":63,"author":5,"avatar":5,"time":5},"Should sellers increase or decrease Google advertising budgets in response to this announcement?","The announcement suggests a strategic opportunity for sellers to increase Google advertising investment in early 2026 before potential cost increases materialize. Enhanced AI algorithms will improve campaign performance and ROI during the infrastructure buildout phase. However, sellers should implement disciplined budget management: allocate 10-15% of advertising budget to testing new AI-powered features as they launch, monitor cost-per-acquisition trends monthly, and establish clear ROI thresholds for continued spending. By Q3 2026, reassess budget allocation based on actual performance improvements and pricing changes. Maintain flexibility to shift budgets to alternative platforms if Google's pricing increases exceed performance gains.",{"title":65,"answer":66,"author":5,"avatar":5,"time":5},"How will Alphabet's $185B AI spending affect Google Ads costs for e-commerce sellers?","Alphabet's massive capex investment will enhance Google Ads' AI algorithms for targeting and bidding optimization, potentially improving campaign performance through better audience segmentation and conversion tracking. However, the investment signals future monetization of these enhanced capabilities, likely resulting in higher advertising costs as Google seeks to recoup infrastructure investments. Sellers should expect evolving bidding strategies and potentially 5-15% increases in cost-per-click as AI-driven features mature. Monitor Google Ads Manager for new AI-powered features launching throughout 2026 and adjust budget allocation accordingly.",[68,73,78,83,88,92,96,100,104,109,113,118,122,126,131,136,141,145,149,154,158,161,164,168,172,175,178,181,186,189,193,197,201,204,208,212,217,222,225,229,234,238,242],{"id":69,"title":70,"source":71,"logo":13,"time":72},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","20小时前",{"id":74,"title":75,"source":76,"logo":40,"time":77},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/","23小时前",{"id":79,"title":80,"source":81,"logo":12,"time":82},359234,"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=AWEtsqeYGFEgCntPo5wSx3v8HQsnuDcC_7YR3xBg4XX8N-22TjosoK_VkzQD&gaa_ts=69848b12&gaa_sig=YvI-51Fhhkktbz3tOKPT5EiR07OL7wV1XFMsygEP8_LaEjptqs0a-uL-rr4b5ZElumuMN0WakOhJfINEegKj3g%3D%3D","22小时前",{"id":84,"title":85,"source":86,"logo":28,"time":87},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","1天前",{"id":89,"title":90,"source":91,"logo":15,"time":87},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":93,"title":94,"source":95,"logo":18,"time":87},359235,"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=AWEtsqdR8EdaeTAzMDP1PbZody3mj_5RoHNwcje6yRbU8FKx979tg9OmbCqG&gaa_ts=69848b12&gaa_sig=4fInLrqubgBUMMM9yxA5uiZ6Dgq3IzdNvYfbU8BCIab28b4Kw5rbPj0FSa0s3GqPnhJz98Sza4rP0WHJdZKIrg%3D%3D",{"id":97,"title":98,"source":99,"logo":10,"time":87},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":101,"title":102,"source":103,"logo":25,"time":87},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":105,"title":106,"source":107,"logo":31,"time":108},362455,"Alphabet’s AI Spending Spree Is Fueling Broadcom’s Next Big Rally","https://247wallst.com/investing/2026/02/05/alphabets-ai-spending-spree-is-fueling-broadcoms-next-big-rally/","17小时前",{"id":110,"title":111,"source":112,"logo":37,"time":87},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":114,"title":115,"source":116,"logo":26,"time":117},362454,"If GOOG stock can’t rally on this print, it’s tough to see any other names working","https://investinglive.com/stocks/if-goog-stock-cant-rally-on-this-print-its-tough-to-see-any-other-names-working-20260205/","14小时前",{"id":119,"title":120,"source":121,"logo":24,"time":82},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":123,"title":124,"source":125,"logo":16,"time":77},360395,"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=AWEtsqcoFKIr71Smd0acVEAciWLd4dm9FvQQvrrGUCbSiTVwHVNpJHW8Hkdi&gaa_ts=6984c353&gaa_sig=fB3PEUu4fikykr3gH_KJy43GgRFFNbgjBNNkDFDmknOs3ctQ-olCZdIbGHOFFm6h2tl0AOesoUYBYPfMtLk0Eg%3D%3D",{"id":127,"title":128,"source":129,"logo":35,"time":130},362453,"Why We’re Not Fazed by Google’s Results — Or Its Capex Plans","https://pro.thestreet.com/portfolio/why-were-not-fazed-by-googles-results-or-its-capex-plans","13小时前",{"id":132,"title":133,"source":134,"logo":11,"time":135},360396,"GOOGL Stock: Alphabet Earnings Overshadowed by CapEx","https://www.barrons.com/articles/alphabet-earnings-stock-price-googl-google-e66f50c8?gaa_at=eafs&gaa_n=AWEtsqeputmIeIUkaODZjW9z8PW9HIzlg3j0_ztvx0dD-OdrJ5fNy-lMz-gj&gaa_ts=6984c353&gaa_sig=mtxAqN1pEjMJEEc6aIG24WtrtiXS6C5uC2HI7sGYyIQD7ipjIWDlz7hk9KpgNSMErpZl4t1HObTlauTUjjSIog%3D%3D","19小时前",{"id":137,"title":138,"source":139,"logo":17,"time":140},362452,"Broadcom Stock Rises On Google's Massive Capex Increase","https://www.investors.com/news/technology/broadcom-stock-rises-google-capex-hike/","10小时前",{"id":142,"title":143,"source":144,"logo":19,"time":82},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":146,"title":147,"source":148,"logo":23,"time":72},362451,"Google estimates 2026 capex of up to $185bn","https://www.datacenterdynamics.com/en/news/google-estimates-2026-capex-of-up-to-185bn/",{"id":150,"title":151,"source":152,"logo":29,"time":153},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","21小时前",{"id":155,"title":156,"source":157,"logo":22,"time":72},359233,"Half of Google’s software development now AI-generated","https://www.computerweekly.com/news/366638839/Half-of-Googles-software-development-now-AI-generated",{"id":159,"title":80,"source":160,"logo":12,"time":82},360394,"https://www.wsj.com/tech/ai/google-leans-hard-into-its-ai-winner-status-6111835e?gaa_at=eafs&gaa_n=AWEtsqeifTuhba5okqqzzG4KJEk8zXytk3o-uSCeDKAZiNTS2dabX5dMSKd9&gaa_ts=6984c353&gaa_sig=KS7p5urd40O-_FRNLw3fpfeHYy3oaH-MrPXqJ-f0Z63IJWB1TUNacagw5b_d6skSqUOHJM-i0uPJ6cNeRNaztQ%3D%3D",{"id":162,"title":94,"source":163,"logo":18,"time":87},362838,"https://www.wsj.com/tech/alphabet-q4-earnings-2025-googl-stock-fb9a4e9c?gaa_at=eafs&gaa_n=AWEtsqcf4MQhmNouUMNgf7CWG_9-sC_b9ClubnrJtPVdILw4bwds1tp-iaQE&gaa_ts=698533de&gaa_sig=tVEXNiVWy6VgM8H9beNY8qpX5VlnlHtSOu-iEMkyPfuEpzCrorIhmTjV2jsdzoNCG5SK38LyRhSneKuycI3a1w%3D%3D",{"id":165,"title":166,"source":167,"logo":36,"time":87},360218,"Google's quarterly results paint a picture of an internet powerhouse getting stronger in AI age","https://abcnews.go.com/Business/wireStory/googles-quarterly-results-paint-picture-internet-powerhouse-stronger-129864346",{"id":169,"title":170,"source":171,"logo":30,"time":108},360438,"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=AWEtsqdQWI3ei1KC8Ev6qSY5QODgmRM2khQh3oc4f3OFEQEjonlmG4ZwfU9F&gaa_ts=6984c353&gaa_sig=CoUcOLIcdSg7HE7BXpTt2l7PbFB3-9bHUdhQxN78wEaeLb5NBmrJ01XSFi2fmDRXZUF1mG6xRweUD2FFKOs4Mg%3D%3D",{"id":173,"title":94,"source":174,"logo":18,"time":87},361902,"https://www.wsj.com/tech/alphabet-q4-earnings-2025-googl-stock-fb9a4e9c?gaa_at=eafs&gaa_n=AWEtsqclzJdHDe3rTRyPM7a1SI8Bg--BNy3lYQ-QnDm7VjeI_j3-kzT4ARtl&gaa_ts=6984fc3f&gaa_sig=4AhhqQDwkPhPIiUSLuiplDNgUFNJXzT3YsIZPB0n0CcPNA3fQ0GV9cBLhUl14wAN7CGMCBskbRO3YvcMHOwI7A%3D%3D",{"id":176,"title":133,"source":177,"logo":11,"time":135},362837,"https://www.barrons.com/articles/alphabet-earnings-stock-price-googl-google-e66f50c8?gaa_at=eafs&gaa_n=AWEtsqfpYjg7VtD9NHasXPqjSx8yxD_EvL6rs8w4XcpUWaVi4wN1blL1oTnI&gaa_ts=698533de&gaa_sig=81D9nXaF1fKgZW_tjpjzJvlM5m6IEQeXpZzbdvQKLfdqd9HEjv9XVE2ikSnQqUsMIR0k8I9O6cwZ6tMygXSDkg%3D%3D",{"id":179,"title":94,"source":180,"logo":18,"time":87},360439,"https://www.wsj.com/tech/alphabet-q4-earnings-2025-googl-stock-fb9a4e9c?gaa_at=eafs&gaa_n=AWEtsqc4WwshhjctHZ6ULCE-yFdSzwhVdF5zYae-gma5tb9CQTycbF8R-qA9&gaa_ts=6984c353&gaa_sig=AQYWYTcRh0KcSodMhUMjS34dOhPZXQ8KYTRocFcYi4CF4N2tNTu2suPREifneNSA1a3xoDPqU6Apq0-7J5WjEw%3D%3D",{"id":182,"title":183,"source":184,"logo":14,"time":185},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","18小时前",{"id":187,"title":133,"source":188,"logo":11,"time":135},361800,"https://www.barrons.com/articles/alphabet-earnings-stock-price-googl-google-e66f50c8?gaa_at=eafs&gaa_n=AWEtsqdOdDfKejUDIV_ggW92sLexPQa2ge-CNuUvRMoy9uYm-O7Cevz_fXvn&gaa_ts=6984fc3f&gaa_sig=Kjce_6Nvsn1mwWinQTeSE9bI7WUcM2rgIv60xkDP9qO_WM7nm8ddFDqp3jORTVRnoU0UTzYTioqJJXlMH3AIVA%3D%3D",{"id":190,"title":191,"source":192,"logo":5,"time":108},360214,"Google says AI search is driving an ‘expansionary moment’","https://searchengineland.com/google-ai-search-expansionary-moment-468281",{"id":194,"title":195,"source":196,"logo":20,"time":185},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":198,"title":199,"source":200,"logo":27,"time":87},358989,"Google's $185B AI Bet Sends Broadcom, Nvidia Shares Soaring","https://www.techbuzz.ai/articles/google-s-185b-ai-bet-sends-broadcom-nvidia-shares-soaring",{"id":202,"title":80,"source":203,"logo":12,"time":82},361797,"https://www.wsj.com/tech/ai/google-leans-hard-into-its-ai-winner-status-6111835e?gaa_at=eafs&gaa_n=AWEtsqdCoxZTVWK_wzyOF7JPfpTyYM-_fOSbnpkXKSzoCtI03aJDpZBsekaJ&gaa_ts=6984fc3f&gaa_sig=cLjqFecDro9ln3q5swzma8Jii_0ynJKHJmGvdbzBPRZn2URQA6tl-d4342sHFySVbZFMKzXpVFZm73zKzUzseQ%3D%3D",{"id":205,"title":206,"source":207,"logo":39,"time":117},362489,"'More money, more honey' is Google's mantra (GOOG:NASDAQ)","https://seekingalpha.com/news/4547824-more-money-more-honey-is-googles-new-mantra",{"id":209,"title":210,"source":211,"logo":38,"time":108},361355,"Alphabet Can Outgrow Everything Else, But Can It Outgrow Ads?","https://www.adexchanger.com/marketers/alphabet-can-outgrow-everything-else-but-can-it-outgrow-ads/",{"id":213,"title":214,"source":215,"logo":21,"time":216},362488,"Stock Market Today, Feb. 5: Alphabet Rallies Back to Even After Unveiling 2026 AI Spending Plan Near $185 Billion","https://finance.yahoo.com/news/stock-market-today-feb-5-230338065.html","9小时前",{"id":218,"title":219,"source":220,"logo":32,"time":221},361473,"Google plans to spend big as AI race with rivals intensifies","https://www.foxbusiness.com/fox-news-tech/google-plans-spend-big-ai-race-rivals-intensifies","12小时前",{"id":223,"title":80,"source":224,"logo":12,"time":82},362947,"https://www.wsj.com/tech/ai/google-leans-hard-into-its-ai-winner-status-6111835e?gaa_at=eafs&gaa_n=AWEtsqe4Rms0s7sQ2vzz8M3WiXzv9BwEAxB5YTQQqdvPqKnp8IJDO3nZFDky&gaa_ts=698533de&gaa_sig=xwV251gXuNBKdbJLvf-ugsq1t8Qh0SsP8HVLg9F6zJ85iquPjHzEP9DAS4Io6G3SPoqFHa1oQ4H4yKSxsYNS9g%3D%3D",{"id":226,"title":227,"source":228,"logo":15,"time":153},360208,"Alphabet Inc. SEC 10-K Report","https://www.tradingview.com/news/tradingview:da3b1ad56fc60:0-alphabet-inc-sec-10-k-report/",{"id":230,"title":231,"source":232,"logo":33,"time":233},361414,"Every Manager Is Watching This Alphabet Line After CEO Spooks Wall Street","https://pro.thestreet.com/trade-ideas/ever-manager-is-watching-this-alphabet-line-after-ceo-spooks-wall-street","16小时前",{"id":235,"title":236,"source":237,"logo":5,"time":117},361799,"Alphabet's 2027 Earnings to Grow Higher than Expected, Morgan Stanley Says","https://www.marketscreener.com/news/alphabet-s-2027-earnings-to-grow-higher-than-expected-morgan-stanley-says-ce7e5ad8db8ef42d",{"id":239,"title":240,"source":241,"logo":34,"time":77},361413,"Alphabet Earnings: Continued Momentum on Cloud and Search as Capital Expenses Set to Mount","https://www.morningstar.com/stocks/alphabet-earnings-continued-momentum-cloud-search-capital-expenses-set-mount",{"id":243,"title":124,"source":244,"logo":16,"time":77},361798,"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=AWEtsqcxAzy6CFvN-a6WpiYaMNcWMAW35LO0aPbyfbPhVXUqLMyqqL2Y6OHq&gaa_ts=6984fc3f&gaa_sig=r4LSj43sSlH9cKht2sQJCZp4vlbB8ydw_ErQz7cYZ9jpCNic-zUOBDCqbjAVWqaAZrdBMbAoVqM5srl3SeMELw%3D%3D","#ce5583ff","#ce55834d",1770384671549]