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Meta Drops 10%, Google Surges After Earnings

Meta shares dropped nearly 10% following its earnings release, while Alphabet's Google stock surged sharply in the same reporting period. The split signals differing investor confidence in how each company is managing its ad business and AI investments.

Alphabet Q1 Profit Surges on Google AI Bets

Alphabet reported a sharp rise in first-quarter profit, fueled by its AI investments across Google's products and cloud services. The strong results pushed Alphabet's stock to new highs, signaling broad investor confidence in its AI-driven growth strategy.

Google Commits Up to $40 Billion in Anthropic

Google has agreed to invest up to $40 billion in Anthropic, expanding an existing partnership with the Claude AI maker. The deal makes Google one of Anthropic's largest backers while the search giant also competes with Anthropic's models through its own Gemini platform. The move mirrors Microsoft's deep investment in

Google Breaks Ground on ₹1.35 Lakh Crore AI Data Centre

Andhra Pradesh CM Chandrababu Naidu laid the foundation for a Google hyperscale AI data centre in Visakhapatnam worth ₹1.35 lakh crore. The 1-Gigawatt facility on 601.4 acres at Tarluvada is one of India's largest single FDI projects. It is part of Google's $15 billion commitment to the state.

Google Starts $15B AI Hub in Vizag

Google broke ground on a $15 billion AI data center campus in Visakhapatnam, India, its largest such facility outside the US. The gigawatt-scale hub will power services like Gemini and Google Search, and also serve as a new submarine cable landing point linking India to Singapore. The project was first announced in

Google Signs Classified AI Deal With Pentagon

Google has signed a classified AI contract with the US Pentagon, The Information reports. The deal's financial terms and scope are undisclosed due to its classified status. It marks a significant shift for Google, which stepped back from Pentagon AI work in 2018 after internal employee protests.

Google Plans $40B Investment in Anthropic

Google plans to invest up to $40 billion in Anthropic, the AI company behind the Claude models. The deal would be one of the largest corporate AI investments ever and deepens Google's position against Microsoft-backed OpenAI. Anthropic already runs its models on Google Cloud, giving Google a dual financial and

Google Commits Up to $40B in Anthropic

Google will invest at least $10 billion in Anthropic, potentially rising to $40 billion based on performance targets. The deal follows Amazon's $5 billion investment made just days earlier, with both agreements valuing Anthropic at $350 billion. Two of the biggest cloud players are now competing to deepen ties with the

Google and Marvell in AI Chip Partnership Talks

Google and Marvell are in talks to collaborate on AI chip development as hyperscalers accelerate efforts to reduce reliance on Nvidia. A formal partnership would expand Marvell's custom ASIC business while giving Google additional silicon options for AI workloads. No deal terms or timeline have been disclosed.

EU Proposes Forcing Google to Share Search Data Under DMA

The European Commission proposed on April 16 that Google share anonymised search data, including queries, clicks, and rankings, with rival search engines and AI services under the Digital Markets Act. The move could structurally weaken Google's search moat as AI and search converge, with pricing capped at incremental

Google Negotiates Classified AI Deal With Pentagon

Google is in active discussions with the Pentagon over a classified AI contract, per The Information. A deal would deepen Google's defense ties after years of deliberate distance following the 2018 Project Maven controversy. No financial terms or timeline have been disclosed.

Gujarat Court Notices Meta, X, Google Over AI Misuse PIL

The Gujarat High Court issued notices to Meta, X, and Google over a PIL seeking restrictions on AI misuse, citing government-reported non-compliance with lawful notices. The case adds judicial pressure on major tech platforms operating in India at a moment when the country lacks comprehensive AI-specific regulation. Fo

Time Names Pichai, Amodei, Mohan Most Influential 2026

Time magazine included Google CEO Sundar Pichai, YouTube CEO Neal Mohan, and Anthropic CEO Dario Amodei in its Most Influential People 2026 list. The recognition elevates the public profile of key AI and platform executives at a moment of intense competitive and regulatory scrutiny across the sector.

Amazon, Meta, Google Targets Cut on Iran Risk

Analysts cut price targets on Amazon, Meta, and Google as Iran war uncertainty raises concern about advertiser budgets and enterprise cloud spending. Ad-dependent revenue models at Meta and Google face direct exposure if brands reduce digital marketing spend during a sustained conflict period.

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Tag

google

Meta shares plummet near 10% after earnings, Google skyrockets

Meta shares dropped nearly 10% following its earnings release, while Alphabet's Google stock surged sharply in the same reporting period. The split signals differing investor confidence in how each company is managing its ad business and AI investments.

2mo ago · 1 min · Markets

Google to invest up to $40 billion in Anthropic as search giant spreads its AI bets

Google has agreed to invest up to $40 billion in Anthropic, expanding an existing partnership with the Claude AI maker. The deal makes Google one of Anthropic's largest backers while the search giant also competes with Anthropic's models through its own Gemini platform. The move mirrors Microsoft's deep investment in

2mo ago · 1 min · Technology

Google breaks ground on AI megahub in India

Google broke ground on a $15 billion AI data center campus in Visakhapatnam, India, its largest such facility outside the US. The gigawatt-scale hub will power services like Gemini and Google Search, and also serve as a new submarine cable landing point linking India to Singapore. The project was first announced in

2mo ago · 1 min · Technology

Google signs classified AI deal with Pentagon, The Information reports

Google has signed a classified AI contract with the US Pentagon, The Information reports. The deal's financial terms and scope are undisclosed due to its classified status. It marks a significant shift for Google, which stepped back from Pentagon AI work in 2018 after internal employee protests.

2mo ago · 1 min · Technology

Google plans to invest up to $40B in Anthropic

Google plans to invest up to $40 billion in Anthropic, the AI company behind the Claude models. The deal would be one of the largest corporate AI investments ever and deepens Google's position against Microsoft-backed OpenAI. Anthropic already runs its models on Google Cloud, giving Google a dual financial and

2mo ago · 1 min · Technology

Google will invest as much as $40 billion in Anthropic

Google will invest at least $10 billion in Anthropic, potentially rising to $40 billion based on performance targets. The deal follows Amazon's $5 billion investment made just days earlier, with both agreements valuing Anthropic at $350 billion. Two of the biggest cloud players are now competing to deepen ties with the

2mo ago · 1 min · Technology

Google, Marvell In AI Chip Talks As Nvidia Competition Heats Up

Google and Marvell are in talks to collaborate on AI chip development as hyperscalers accelerate efforts to reduce reliance on Nvidia. A formal partnership would expand Marvell's custom ASIC business while giving Google additional silicon options for AI workloads. No deal terms or timeline have been disclosed.

2mo ago · 1 min · Technology

Google, Pentagon discuss classified AI deal, the Information reports

Google is in active discussions with the Pentagon over a classified AI contract, per The Information. A deal would deepen Google's defense ties after years of deliberate distance following the 2018 Project Maven controversy. No financial terms or timeline have been disclosed.

2mo ago · 1 min · Technology

Amazon, Meta, Google Stock Price Targets Trimmed Amid Iran War Uncertainty

Analysts cut price targets on Amazon, Meta, and Google as Iran war uncertainty raises concern about advertiser budgets and enterprise cloud spending. Ad-dependent revenue models at Meta and Google face direct exposure if brands reduce digital marketing spend during a sustained conflict period.

2mo ago · 1 min · Markets

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