Alphabet is spending heavily on new AI capacity, and investors want to see it pay off. Ongoing capacity constraints should support high utilization rates for new compute capacity.
Google Cloud and Gemini are immediate catalysts, with cloud revenue in particular continuing to accelerate. Google Search and YouTube operate in the background, still delivering respectable growth numbers with wide margins.
Google Labs leaders use ominous meeting invites to surprise and thank top staff. It's a "secret society" ritual for the most valuable employees, Google Labs chief Josh Woodward said.
Apple has become a safe-haven stock for those who want tech sector options with less exposure to AI. Alphabet is growing its operating income more quickly than Apple.
Wall Street keeps punishing Alphabet for its spending, but the cloud and AI numbers tell a completely different story about where this company is heading.
Alphabet is growing its cloud faster, but Microsoft is funding its AI buildout from its own cash while Alphabet sells stock to keep pace.
Alphabet just posted 24% revenue growth and an 82% surge in Cloud, but the real question is what that momentum does to a simple $1,000 stake by the end of the decade, and the answer depends on three growth engines
Alphabet (GOOG) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Alphabet (GOOGL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Google warns suspected China-linked hackers could exploit BeyondTrust flaw
CNN signs multi-year AI partnership with Google
Google parent, Alphabet, will report its Q3 on Wednesday, October 28. Ahead of the release, shares have been flat over the last month and are down about 2% since my last update prior to the Q2 print. I continue to view the forward outlook as positive, though I remain neutral on the stock.