Erin Woo

Google’s parent company, Alphabet, and Microsoft report earnings this afternoon, giving investors a window into whether the AI infrastructure buildout is paying off. Alphabet is expected to report $127.9 billion in earnings this quarter, up from $119.8 billion over the same period last year. Micros

The company’s total revenue was $127.6 billion, just below the level Wall Street predicted, but cloud revenue grew faster than expected.

Artificial intelligence is driving growth for Google on multiple fronts, but the company is still figuring out how to translate that into faster sales in its core web-search business.

Google’s revenue from search advertising grew more slowly in the third quarter. Search revenue grew 12% year-over-year, compared with 17% growth in the second quarter and 19% growth in the first quarter. During a conference call with investors and analysts, Philipp Schindler, Google’s chief busines

Analysts are fleshing out their concerns today about Alphabet shares, led by the Google parent’s miss in [the search bu

Google's stock suffered its worst day on record Thursday as investors confronted the reality that a company that has long been a dynamo of growth and profits faces painful trade-offs from the artificial-intelligence transition.

Discontent with the Google parent’s quarterly results highlights tensions of its transition from search engine to AI hyperscaler.

Plus, Anthropic’s mind-boggling $40 trillion market opportunity, we tried Apple’s first touch-screen MacBook, Silicon Valley takes on the Pentagon’s explosives shortage and more.

These online helpers have such pricey compute needs, companies are only offering them to premium customers, or limiting who can access them.

Tech companies have touted always-on AI agents as the next big thing. To make them worthwhile businesses, the firms will need to figure out how to operate them for a fraction of the cost.