RE: Selling into a bull market ?...4 Feb 2026 23:30
Google parent earnings beat projections amid plans to invest deeply in AI
Alphabet reports $34.5bn profit and revenue soars 48% in recent quarter as it plans a sharp increase in AI spending
Sanya Mansoor
Wed 4 Feb 2026 22.43 GMT
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Google’s parent company, Alphabet, beat Wall Street expectations on Wednesday, and is planning a sharp increase in capital spending in 2026 as it continues to invest deeply in AI infrastructure.
Alphabet on Wednesday reported profit of $34.5bn in the recently ended quarter, as revenue from cloud computing soared 48%.
The company forecast spending between $175bn and $185bn this year, a figure much higher than analysts’ expectations of roughly $115bn.
“We’re seeing our AI investments and infrastructure drive revenue and growth across the board, Sundar Pichai, Alphabet’s chief executive, said.
Alphabet’s annual revenue exceeded $400bn for the first time, Pichai added.
The company reported $113.83bn in revenue for the fourth quarter of 2025 – surpassing Wall Street estimates of $111.43bn. Earnings per share (EPS) also beat Wall Street expectations: the company reported $2.82 in EPS, compared with estimates of $2.63......................Enormous numbers..but as i said huge inv in AI going forward far larger than expected.....gla.....