@Stockstotrade's Tim Bohen joins Schwab Network ahead of Black Friday's opening bell to explain how traders can take advantage of volatility. He sees all of the pullbacks in A.I.
AI infrastructure is the new investment frontier, with Nebius scaling fast and Google leveraging its cloud dominance for growth.
Alphabet's stock is technically very overbought. While that's not necessarily a reason to sell, new buyers may want to hold off for a little while.
Certain AI plays bucked the tech sector's selloff as the market got more discerning.
If there's widespread adoption of Google's TPU ecosystem, there are plenty of stocks that may flourish as a consequence.
Alphabet is rated a Buy, driven by its dominant AI distribution, high-margin ad business, and rapidly growing Google Cloud segment. GOOGL's Cloud business is evolving into a second profit engine, with durable, high-margin growth fueled by sticky AI workloads and a robust product stack. AI integration across Search, YouTube, and Workspace deepens GOOGL's competitive moat, boosts engagement, and expands monetization opportunities in both ads and subscriptions.
Stock futures were halted by CME Group early Friday due to a data-center cooling issue but there were plenty of hot stocks making moves in premarket trading.
Meta???s accelerating ad revenue???powered by stronger pricing, rising impressions and new AI tools?
The investment manager's daily trading file, posted on social media site X, revealed a tranche of pre-Thankgiving trades.
Shares have slumped over the past month, as investors fret about lofty AI valuations and the threat posed by Google.
Alphabet Inc. continues to break new all-time highs and has significantly outperformed its peers, driven by strong fundamentals rather than an AI bubble. The recent strong Q3 results have set a bullish backdrop for GOOGL, with both advertising and Google Cloud revenue continuing to accelerate, driven by strong AI demand. Google Cloud's operating margin improved by 590 bps from 1Q, supported by scaling AI monetization, which is boosting overall earnings growth.
Alphabet (GOOGL) continues to outperform expectations, driven by AI initiatives and strong search revenue, recently surpassing $100 billion in quarterly revenue. Despite a sharp share price climb this year, GOOGL remains reasonably valued for long-term investors, with analyst targets near current levels but with rapid future growth expected. GOOGL's dividend is modest but poised for long-term growth, supported by robust buybacks and heavy AI-related capital investments leading to earnings and FCF.