Alphabet Inc (GOOG)
Alphabet: Gemini 3 Changes Everything, And The Market Knows It
Alphabet has emerged as an AI leader, with Gemini 3 exceeding expectations and driving renewed investor enthusiasm. GOOGL posted accelerating revenue growth—16% YoY overall, 15% YoY in Search, and 34% YoY in Cloud, with expanding margins. Heavy AI-driven capital expenditures are supported by a robust net cash balance sheet, while monetization of AI Overviews matches legacy search rates.
Alphabet Has Everything Meta, Microsoft And OpenAI Lack
Alphabet is emerging as the true ChatGPT Killer by embedding Gemini directly into the daily workflow of billions of users, making standalone chatbots less essential. Furthermore, its TPU based infrastructure delivers major cost and efficiency gains, giving it a structural edge over GPU dependent competitors. The core or legacy businesses continue to accelerate, with Search, YouTube and Cloud all showing robust double digit growth and expanding margins.
Bears Calling the AI Top Might Be Early - Very Early
While skeptics call for an AI bubble, the data suggests the opposite: we are only in the early innings. With supportive macro conditions, expanding real-world adoption, and valuations far from dot-com extremes, the AI trade still offers meaningful upside.
Google's proposed data center in orbit will face issues with space debris in an already crowded orbit
The rapid expansion of artificial intelligence and cloud services has led to a massive demand for computing power. The surge has strained data infrastructure, which requires lots of electricity to operate.
Alphabet's up nearly 70% this year but Jim Cramer says there could be a better way to play Big Tech
Alphabet's up nearly 70% this year, but Jim Cramer says there could be a better way to play Big Tech right now: #bigtech #google #stock Subscribe | Click Here Earn. Live. Invest.
Google Stock Up 66%. $GOOGL May Pop If Its AI Chip Wins 25% Share
Shares of Alphabet are up 66% in 2025.
Waymo's Self-Driving Cars Are Suddenly Behaving Like New York Cabbies
Autonomous vehicles are adopting humanlike qualities, making illegal U-turns and flooring it the second the light goes green.
GOOGL Gemini "Pushing OpenAI to its Max" in A.I. Dominance Race
“At some point, the A.I. trade is going to fall flat on its face,” says Jake Dollarhide – but not right now.
Alphabet: Buy And Hold Like Berkshire Hathaway
Berkshire Hathaway's recent sizable new position signals a "buy and hold" opportunity for Alphabet Inc. shares. GOOG's Q3 earnings beat consensus broadly, with bullish analyst EPS revisions and robust momentum in AI, cloud, and YouTube integration. Despite a 30% rally post-BRK disclosure, GOOG trades at a ~30x P/E, offering one of the most attractive risk-adjusted returns among mega-cap peers.
Google's $350 Bil Gift To Shareholders
Over the past ten years, Alphabet (GOOGL) stock has delivered an enormous $357 Bil back to its investors through actual cash in the form of dividends and share buybacks. Let's examine some figures and see how this capacity for payouts compares with the largest capital-returning companies in the market.
OpenAI is under pressure as Google, Anthropic gain ground
OpenAI CEO Sam Atlman sent a memo to his staffers outlining a "code red" effort to improve ChatGPT, according to multiple reports. The company is facing increasingly stiff competition from rivals like Google and Anthropic.
Buffett Bought Alphabet After I Named It My Top Tech Stock (GOOG, BRK.B)
Lee opened the discussion by recalling a recent moment when I told listeners that Alphabet was my top tech pick.
