The S&P 500 keeps soaring to new highs, making it feel impossible to find a cheap large-cap stock to buy today. This is especially true in technology and artificial intelligence (AI).
Alphabet remains undervalued despite strong fundamentals, with a forward P/E of 19x compared to Microsoft's 37x, and 13.8% YoY revenue growth in Q2. Google Search, which generates 56% of total revenue, is under threat from ChatGPT, but so far continues to grow and monetize effectively. Gemini 2.5 is being aggressively deployed across Google's ecosystem — including YouTube, Android, Search Ads, Photos, and Workspace — to close the AI gap with OpenAI.
An Argentine court is forcing Google to pay around $12,500 to a man who was caught in the buff on a Street View camera in his own backyard, according to reports.
Alphabet Inc.'s AI capex spend of $85 billion for the year is validated by a $106 billion record cloud backlog. Return on investment is completely tangible and visible. Even with strong AI demand, total growth is moderating, and without heavy margin expansion from automation, GOOGL stock's valuation multiples will contract long-term. Management can offset lower-growth risk with buybacks and a dividend strategy.
Alphabet's AI-powered Search sees rising engagement and query depth as AI Mode and multimodal tools gain global momentum.
Alphabet's Q2 results showed strong revenue growth across segments, with Search maintaining double-digit growth despite concerns. AI integration and new features keep Search relevant, but long-term LLM adoption may gradually reduce search volume. Even in stressed scenarios with Search revenue falling 8% yearly, Alphabet's valuation remains attractive with healthy earnings yields.
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Alphabet Inc. delivered strong Q2 results on Wednesday, beating expectations on both earnings and revenue, driven by AI-powered growth in Cloud and Search businesses. Free cash flow remains robust despite a temporary dip from aggressive AI-related CapEx, with long-term profitability expected to surge as investments pay off. Cloud growth accelerated to 3.6 PP Q/Q for Google, and the segment's profitability is surging. CapEx plan up-size strongly suggests long-term FCF upside.
Alphabet Inc. (GOOGL) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, GOOGL's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
Alphabet delivered a stellar Q2, crushing revenue and EPS estimates, with Search and Cloud segments driving double-digit growth and decimating the bear case. Despite persistent fears of search disruption and regulatory risks, Google's business fundamentals remain robust, with strong margins, cash flow, and aggressive AI investments. GOOG is the most undervalued Magnificent Seven stock, trading at a significant discount to peers despite superior profitability and growth outlook.
Meta is offering millions to attract AI talent, aiming to regain its competitive edge. Google DeepMind CEO said it's because Meta is behind in the AI race.
An Argentine captured naked in his yard by a Google Street View camera has been awarded compensation by a court after his bare behind was splashed over the internet for all to see.