Alphabet/Google Financial Performance & AI Strategy

Covers Alphabet's financial results, AI monetization strategy, cloud growth, capital expenditure, valuation dynamics, and competitive positioning in the AI landscape.

Alphabet: Cloud Surge vs. Capex Strain — Which Wins?

With a 63% cloud growth rate and $180B+ capex, the bull case hinges on conversion of backlog to profit

By KAPUALabs

/ 30 Jul 2026

Apple's Dual Strategy: AI Infrastructure and CarPlay Defense

A deep dive into Apple's balancing act between cloud partnerships and protecting its in-vehicle interface from automaker rivals.

By KAPUALabs

/ 2 Jul 2026

Apple's Dual Strategy: AI Infrastructure and CarPlay Defense

Apple's AI Engine: Hardware Limits, Cloud Dependency, and Regulatory Risks

How Apple's on-device constraints, Google partnership, and EU rules shape its AI strategy.

By KAPUALabs

/ 2 Jul 2026