Alphyn Capital Management, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. The Master Account of the fund returned 2.6% ...
Right Tail Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. For 2025, the Right Tail portfolio increased by ...
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. Technology Innovators ...
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Google parent Alphabet lifts capital spending to $85 billion amid surging cloud and AI demand
Alphabet has announced a significant boost in capital expenditure, raising its full-year spend forecast to $85 billion as the tech giant responds to what it described as “massive demand” for its cloud ...
Alphabet plans $175 billion-$185 billion capex in 2026, exceeding analyst expectations Google Cloud's revenue grew 48%, surpassing Microsoft Azure's growth Google's competitor to ChatGPT reaches 750 ...
Reports total revenue of $96.43 billion for second quarter vs. expected $94 billion Raises 2025 capital spending target to about $85 billion from $75 billion Big Tech spending on AI amid rising ...
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