Alphabet Inc (GOOG)
Alphabet: Search Dominance, Cloud Growth, And Upside Potential
Google is evolving into a diversified tech powerhouse, with Gemini and the Google Cloud Platform driving enterprise adoption of next generation technology. Core businesses like Search and YouTube ads continue to grow at a double digit pace, with Shorts and visual search adding new revenue streams. Heavy capital expenditures are weighing on free cash flow generation in the near term but are incredibly important for the company's success over the long run.
Google says it will sign EU's AI code of practice
Google has confirmed it will sign the European Union's general purpose AI code of practice, a voluntary framework that aims to help AI developers implement processes and systems to comply with the bloc's AI Act.
The Web Is Changing: Is Google Changing Fast Enough?
Google Search grows 12% YoY, resilient despite AI-driven zero-click searches rising to 69% and a 22% drop in news site traffic. So, why does GOOGL trade at a discount? I think it's because the company is stuck in "defense" mode. The market wants to see less dependency on Search. Google Cloud (31% YoY growth) and Subscriptions (20% YoY growth) are promising but would need 6.9 years to match Search in size. YouTube grows at the same rates of Search.
Google joins EU code for powerful AI models rebuffed by Meta
Google on Wednesday said it would join the likes of ChatGPT-maker OpenAI and sign the EU's set of recommendations for the most powerful artificial intelligence models that has been rebuffed by Meta.
Big Tech split? Google to sign EU's AI guidelines despite Meta snub
Google said Wednesday that it would sign the EU AI code of practice. The code provides guidance on how to meet the requirements of the EU's landmark AI Act.
Is Most-Watched Stock Alphabet Inc. (GOOG) Worth Betting on Now?
Recently, Zacks.com users have been paying close attention to Alphabet (GOOG). This makes it worthwhile to examine what the stock has in store.
Is Trending Stock Alphabet Inc. (GOOGL) a Buy Now?
Alphabet (GOOGL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Alphabet: Near Unstoppable AI Leader
Alphabet reported a strong Q2 2025 establishing its AI leadership as fears about AI Overviews hurting Search proved unfounded. Google Cloud posted a 32% sales jump, adding a record $5.5 billion in net ARR, highlighting robust enterprise adoption. The company boosted 2025 capex by $10 billion to $85 billion, signaling confidence in continued AI-driven growth.
Goldman Sachs sees Alphabet leading next phase of AI monetization
Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) expects Alphabet Inc (NASDAQ:GOOG)'s accelerating investment in artificial intelligence to power long-term growth across its core businesses, raising its price target on the Google parent to $234 from $225 following a strong second-quarter earnings report. The bank said Alphabet's latest results demonstrated continued strength in its Search, YouTube, and Cloud segments, but emphasized that the company's evolving AI strategy will be the main driver of value going forward.
Alphabet: Time To Load Up, As Cloud Business Hits Jackpot
Google Cloud's rapid growth and improving profitability are transforming Alphabet's investment thesis, now complementing its dominant Search and YouTube segments. Alphabet reported strong Q2 2025 results: 12% revenue growth, 40%+ operating margin, and Google Cloud revenue up 32% year-over-year. GOOG's robust free cash flow and aggressive capital expenditures position it to capitalize on cloud demand and future growth opportunities.
Alphabet Q2: AI Drives Up OPEX And CAPEX
Alphabet Inc.'s FQ2 earnings eased my concerns about AI-driven search competition. However, the AI arms race – both for hardware and top talent – has further intensified. GOOG's CAPEX and OPEX further escalated and raised concerns about future capital allocation and return on investment.
Unlocking Alphabet (GOOGL) International Revenues: Trends, Surprises, and Prospects
Evaluate Alphabet's (GOOGL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
