Alphabet reported massive Capex growth driven by AI demand.

This well-known company's financial numbers tell a much brighter story.

Apple (NASDAQ:AAPL | AAPL Price Prediction) and Microsoft (NASDAQ:MSFT) are two of the largest companies, but it's actually Google's parent company, Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), that has recently emerged as the most profitable company.

When ChatGPT 3.5 was launched in late 2022, investors were worried its success would deal a blow to one tech giant's thriving search engine. This company's crown jewel segment, which saw revenue surge 17% in Q4, commands 90% market share today.

Alphabet Inc. (NASDAQ: GOOGL - Get Free Report) insider John Kent Walker sold 47,574 shares of Alphabet stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total value of $14,341,182.30. Following the sale, the insider directly owned 13,227 shares in the company, valued

Despite the chaos at the summit, enthusiasm from big tech companies for India's potential continues to grow. Executives including Alphabet CEO Sundar Pichai and OpenAI boss Sam Altman talked up India's advantages from a huge talent pool to a large consumer market.

Pick any major technology that could shape the future, and there's a good chance Alphabet is already a leader in it. Buying Amazon shares on pullbacks has always paid off handsomely over the long run.

The India AI Impact Summit is a major tech event in the country and drew a host of prominent tech and world leaders to New Delhi. U.S. tech companies made moves to deepen ties with India's tech ecosystem.

CEO Tomer Weingarten sold 39,472 shares for approximately $532,000 on Feb. 11, 2026, at a weighted average price of around $13.48 per share. The transaction represented 3.52% of Mr.

In my view, Alphabet delivered the best hyperscaler results in Q4, with Google Cloud revenue up 48% yoy and operating margin expanding to 30.1%. Notably, Alphabet was the only hyperscaler showing both cloud margin expansion vs. the same quarter last year, driven by in-house TPUs, notably the 7th Gen Ironwood. The near-term overhang is CapEx. Alphabet guided $175–$185B in 2026 (vs. $91.4B in 2025), above the $115B consensus, and with the Street's FCF models showing only $24B this year.