Alphabet Inc (GOOG)
The Market May Be Underestimating This Stock
Alphabet's cloud business just posted growth numbers that look more like a startup than a mega-cap, yet the stock still trades at a forward multiple that suggests the market hasn't noticed. Here's what the bears are missing.
Top Tech Analyst Warns: OpenAI's Ad Business Grew 10x in 6 Months. Google Search Is the Most Exposed
OpenAI's advertising business is still tiny compared with Google Search, but D.A. Davidson analyst Gil Luria says the growth trajectory should have Alphabet investors paying attention.
Marvell: Market's Myopia On Alphabet Deal's Potential Is Baffling
Marvell Technology, Inc. is navigating a lack of conviction post-earnings even as its multi-year Google partnership signals a transformative revenue opportunity beyond its Amazon relationship. MRVL's valuation has reset from 70x to 40x forward earnings, reflecting high perceived execution risks and market skepticism on deal accretion timing. Yet, MRVL's expanding AI and data center exposure, including custom chips and XPU attach, positions it to challenge Broadcom's dominance in custom accelerators.
How Google Avoided a 10% Revenue Fine by Changing European Search Rules
The EU handed Google an ultimatum that carried a penalty tall enough to erase tens of billions in revenue, and what Google gave up to make the threat disappear may cost it more than any fine would have.
Meta's stock looks too cheap, analysts say. Why it's now set up for a Google-style rally.
Alphabet's stock took off last year after the company got a legal settlement out of the way, and now Meta's stock is looking at a similar setup.
One Mag 7 Stock to Watch in the Second Half of 2026 For Solid Gains
Alphabet just delivered blowout cloud growth while its stock sits nearly flat for the year, leaving investors to wonder whether a historic capex bet will pay off or drag shares down further before they can ever reach $500.
Marvell and Google: Misplaced Fear Should Drive Your Purchase Decision
Marvell shares dropped 10% after announcing what may be its most valuable customer agreement ever, and the gap between what traders feared and what the contract actually says is where the opportunity lives.
Meta vs. Alphabet: One AI Giant Looks Undervalued
Meta and Alphabet both posted massive AI ambitions in Q2 2026, but the market is treating them very differently, and the valuation gap between a surging cloud giant and a bruised ad machine raises a question every investor should answer
Meta's $60 Billion AI Machine Could Dethrone Google Search by Year-End
Artificial intelligence is changing the economics of digital advertising faster than many investors expected. The technology isn't simply creating new products; it is making existing businesses better at turning attention into dollars.
Will Amazon or Alphabet Better Digest AI Capex This Quarter?
Amazon and Alphabet both broke cloud growth records in Q2 while burning through historic levels of capital, but their funding strategies and margin runways point in starkly different directions for investors deciding which AI spending spree is actually worth backing.
Google is getting flak for changing Lake Ontario's name to Lake America
Google Maps now labels Lake Ontario as Lake America for its US users. The backlash on the internet was swift, with people criticizing Google for the change.
Meta- and Google-backed Indian telecom operator Jio Platforms gets regulatory nod for IPO
The Indian capital market regulator has approved the IPO of Indian billionaire Mukesh Ambani's Jio Platforms. Meta and Google are among the largest shareholders in Jio Platforms.
