Alphabet Inc (GOOG)
Final Trades: Alphabet, Uber, Amphenol and the IYC
The Investment Committee give you their top stocks to watch for the second half.
Australian regulator sues Google over anti-competitive Search deals
Australia's competition regulator said on Monday it has begun proceedings against Alphabet's Google over its past deals with telecom operators Telstra and Optus for the pre-installation of Google Search on Android mobile phones.
Alphabet: Still Underestimated On All Fronts
Alphabet demonstrated stellar performance in Q2 across all of its segments, despite skepticism around the company. Google Cloud's rapid growth and improving profitability are driving Alphabet's future earnings potential, with a $108.2B backlog supporting long-term revenue visibility. Alphabet's valuation remains notably low versus peers, despite strong revenue and earnings growth, trading at a forward P/E of just 19.9.
Here's why Google might have to sell Chrome, and which companies want to buy it
A federal judge ruled that Google illegally maintains a monopoly in online search and ad markets. A court will this month decide on a remedy, which could force Google to sell Chrome.
Google's unlikely new ally in the AI race is a bitcoin miner
Alphabet has taken an 8% stake in bitcoin miner and AI-computing company TeraWulf.
Google Stock May Pop 325% As Breakup Cuts $67 Billion From Synergies
ByPeter Cohan,
Earnings Outlook Remains Strong & Improving: A Closer Look
Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>
Earnings Outlook Remains Strong & Improving: A Closer Look
Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>
Google faces loss of Chrome as Perplexity bid adds drama to looming breakup decision
With Google awaiting a decision on the future of its Chrome browser, Wall Street analysts have been breaking down the potential value for the company's key businesses. Estimates suggest that YouTube and Google's cloud unit are each worth hundreds of billions of dollars.
After Revisiting Google's Moat, I've Decided To Never Sell Again
Last year I sold some Google shares at $170. This year, I bought a small chunk of them back, at $165. The shares have since rallied to $201.63. Despite me having partially made up for the badly-timed sell, I still consider it among my worst-ever investing mistakes.
Why META and GOOG could take the S&P 500 to 7,000
Meta Platforms (META) and Alphabet (GOOG) remain key drivers of the S&P 500 in 2025, with strong fundamentals, bullish technical setups, and valuations that spark debate. Can these mega-cap tech leaders push the index toward 7,000, or will macro headwinds cap their rally?
