Ben Carter

Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.

Company Deep Dive

Alphabet’s Advantage Is Shifting From Search to Compute

Google Cloud revenue rose 34% to $15.2 billion in Q3 2025 as operating margin widened to 23.7% and backlog hit $155 billion.

Apr 18, 2026 35 min read

Company Deep Dive

Alphabet’s Search Monopoly Is Becoming a Compute Platform

Alphabet is shifting from search links to AI synthesis, backed by TPU chips and Google Services cash flow.

Apr 18, 2026 34 min read

Economy

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Apr 18, 2026 1 min read

Economy

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Apr 18, 2026 1 min read

Economy

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Apr 18, 2026 1 min read

Economy

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Apr 18, 2026 1 min read

Company Deep Dive

Alphabet’s Search Business Is Becoming AI Infrastructure

Apr 18, 2026 33 min read

Economy

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Apr 18, 2026 1 min read