Alphabet Inc (GOOG)
Alphabet And Amazon Proving Potential GPU Dominance Is Nvidia's Achilles Heel
Alphabet And Amazon Proving Potential GPU Dominance Is Nvidia's Achilles Heel
Google executive sees AI search as expansion for web
A Google search executive on Thursday pushed back against fears that its AI-powered search will harm web publishers and its advertising business, calling the technology an “expansionary moment” for the internet.
Cue the Bandwagon Investors: Is It Too Late to Follow Warren Buffett Into Alphabet?
I've long touted Alphabet (NASDAQ:GOOG) as one of the top Magnificent 7 tech stocks I think is worth buying and holding for the long-term.
Alphabet's AI chip business could be worth nearly $1T, analyst says
Alphabet Inc (NASDAQ:GOOG), Google's parent company, may be sitting on an almost $1 trillion opportunity with its AI chips, according to Gil Luria, head of technology research at DA Davidson. Luria estimates that if Alphabet expands external sales of its tensor processing units (TPUs), the business could capture roughly 20% of the AI market, valuing it at about $900 billion.
Have $75,000 to Invest? Nvidia or Alphabet
Artificial intelligence (AI) has been the biggest growth driver of the stock market in 2025.
Alphabet: Something Doesn't Add Up
Alphabet Inc.'s valuation looks high, but the catalysts suggest shares remain undervalued. Google Cloud's AI-driven backlog signals accelerating multi-year revenue growth for GOOGL. TPUs could evolve into a major new hardware revenue stream.
Alphabet or Nvidia: Here's Who I Think Will Win the AI Chip War
It's the trillion-dollar question that many investors have surely been pondering in the past few weeks.
Alphabet: The Easy Money Has Been Made (Rating Downgrade)
Alphabet Inc. stock has surged 84% in a year, moving from undervalued to fairly valued territory after resolving antitrust overhangs. GOOGL's valuation now exceeds peers like Nvidia, Meta Platforms, Microsoft, and Amazon, making further aggressive capital allocation less compelling. Despite strong Q3 results—16% YoY revenue growth, 33% net income growth, and standout Google Cloud performance—the easy money in GOOGL stock has been made.
Wikipedia seeks more AI licensing deals similar to Google tie-up, co-founder Wales says
Wikipedia is working with Big Tech on deals similar to its arrangement with Google, the online encyclopedia's co-founder, Jimmy Wales, said on Wednesday, in a bid to help the firm monetize AI companies' heavy reliance on its content.
Alphabet: Gemini 3 Changes Everything, And The Market Knows It
Alphabet has emerged as an AI leader, with Gemini 3 exceeding expectations and driving renewed investor enthusiasm. GOOGL posted accelerating revenue growth—16% YoY overall, 15% YoY in Search, and 34% YoY in Cloud, with expanding margins. Heavy AI-driven capital expenditures are supported by a robust net cash balance sheet, while monetization of AI Overviews matches legacy search rates.
Alphabet Has Everything Meta, Microsoft And OpenAI Lack
Alphabet is emerging as the true ChatGPT Killer by embedding Gemini directly into the daily workflow of billions of users, making standalone chatbots less essential. Furthermore, its TPU based infrastructure delivers major cost and efficiency gains, giving it a structural edge over GPU dependent competitors. The core or legacy businesses continue to accelerate, with Search, YouTube and Cloud all showing robust double digit growth and expanding margins.
Bears Calling the AI Top Might Be Early - Very Early
While skeptics call for an AI bubble, the data suggests the opposite: we are only in the early innings. With supportive macro conditions, expanding real-world adoption, and valuations far from dot-com extremes, the AI trade still offers meaningful upside.
