Alphabet is closing in on a major milestone as investor excitement around AI accelerates. A recent high-level agreement could significantly alter how global institutions manage their most sensitive data.

Google is turning from a search engine company to an AI stock. While search engine dominance has been critical for Google's success, AI initiatives can power up the company's next growth chapters.

A security researcher discovered a major flaw in the coding product, the latest example of companies rushing out AI tools vulnerable to hacking.

Dow industrials add more than 600 points, biggest gain since August.

On the AI chips front, Nvidia is still the confident frontrunner, but Google might score a big win in its catch-up efforts if The Information report is true. Nvidia’s GPUs are the preferred AI chip right now, but Google’s custom tensor processing units (TPUs) are providing at least some competition.

Instead of typing perfect prompts, you can now sketch your ideas in Google Flow. Your doodles guide the AI, transforming rough drawings into polished, cinematic videos with better control over scenes,

Novelty aside, Wall Street seems to believe that Alphabet has seized the momentum against its Magnificent 7 peers and other AI names. The past 12 months show a clean, decisive divergence. While the Big Tech stocks have traded as a group through most of this summer, shares of Alphabet broke out from the pack in September.

While AI bubble talk fills the air these days, with fears of overinvestment that could pop at any time, something of a contradiction is brewing on the ground: Companies like Google and OpenAI can barely build infrastructure fast enough to fill their AI needs.

This year’s revenues are anticipated to be around $215 billion, with the figure expected to surpass $300 billion next year.

Google has denied claims that Gmail uses your emails to train Gemini AI. The company clarifies how Smart Features work and reassures users that their data remains private.

Pat Gelsinger, Playground Global general partner and former Intel CEO, joins 'Squawk Box' to discuss the state of AI chips war, the emergence of Alphabet as a competitor in the industry, and more.