Alphabet Inc (GOOG)
Google adtech fine on hold as EU awaits lower US car duties, sources say
EU antitrust regulators have delayed fining Alphabet's Google over its adtech business, while waiting for the United States to cut tariffs on European cars as part of a trade deal, three people with knowledge of the matter said on Tuesday.
GOOGL Services Benefits From New AI-Powered Features: What's Ahead?
Alphabet's Google Services revenues surge on AI-driven Search, YouTube and Gemini innovations despite stiff competition.
Google Flights now lets you filter out basic economy
It happens all the time: You found a great deal on Google Flights, only to click the link and realize that it's a basic economy fare. That means a hefty surcharge for regular economy, with such arguable must-haves as seat selection, early boarding and free ticket changes.
2 Growth Stocks to Buy and Hold Forever
The U.S. gross domestic product grew 3.3% year over year in the second quarter. That number shows the resilience of the U.S. economy despite higher interest rates and global macroeconomic uncertainty.
Is Alphabet's Golden Era Over (Rating Downgrade)
Alphabet delivered 14% YoY revenue growth in Q2 2025, with ad revenue up 10.4% and operating margins near all-time highs, showing no signs of a "collapse." Search market share slipped slightly below 90% for the first time since 2015, but the pace of decline is slow and unlikely to materially hit revenue in the near term. $85B in 2025 CAPEX and stakes in AI players like Anthropic position Alphabet to compete aggressively in the AI era.
Alphabet's AI Moat: Why The Market Is Undervaluing A Giant
Alphabet is undervalued, trading at a discount despite strong fundamentals, resilient core businesses, and accelerating growth in Search and Google Cloud. The company's AI flywheel—integrating data, distribution, and innovation—creates a powerful, self-reinforcing ecosystem that drives user engagement and monetization. Robust financials, high margins, and a fortress balance sheet enable sustained investment in AI, cloud infrastructure, and high-potential ventures like Waymo.
European Commission to Impose ‘Modest' Penalties in Google AdTech Case
When the European Commission announces the penalties in an antitrust case involving Google's AdTech business in the coming weeks, it will reportedly order the company to pay a “modest” fine and will not require it to sell part of its AdTech business. The fine is likely to be less than the 4.
Alphabet At The Crossroads: Legal Minefield Or Money Machine
In my opinion, Alphabet faces unprecedented antitrust risk, with a likely remedies ruling that could force divestitures and end exclusive deals. A harsh regulatory outcome could cause a 15-25% stock drop, but would unlock hidden value, with breakup estimates exceeding current market cap by 85%. Current valuation is deeply discounted due to regulatory fears, creating a rare asymmetric upside for patient, risk-tolerant investors.
Google might lose its $26 billion search deals. Analysts say that could fuel its AI growth
Federal District Judge Amit Mehta is expected to soon issue a ruling on remedies in Google's search antitrust case. Wall Street analysts have considered the upside if Google stopped shelling out billions and instead redirected that money into its Gemini AI and cloud.
Alphabet Lands $10B Meta Cloud Deal--Is A Siri-Gemini Deal Close?
Google Cloud secures $10B Meta deal, boosting growth and challenging the dominance of Amazon AWS and Microsoft Azure. This deal highlights the growing demand for advanced cloud infrastructure to support large-scale data analytics and AI workloads. Apple in talks with Google Gemini to power next-gen Siri, highlighting Gemini's strengths in speed, translation, and video.
Alphabet's life sciences unit Verily lays off staff and cuts its devices program. Read the full memo its CEO sent to staff.
Verily, Google's life sciences sister company, has laid off staff and cut its devices program. In a memo to staff, CEO Stephen Gillett said Verily was continuing to narrow its focus.
Alphabet: Momentum Keeps Building, And The Stock Remains A Buy
Alphabet's strong AI-driven revenue and margin growth in both Search and Cloud support a higher valuation and reinforce its market leadership. Recent results show double-digit growth in revenue and operating income, with Google Cloud profitability accelerating and AI integration driving user adoption. Despite increased CapEx and near-term FCF pressure, long-term investments in AI infrastructure are expected to substantially boost free cash flow.
