Alphabet Inc (GOOG)
NBIS vs. GOOGL: Which AI-Infrastructure Play is the Better Buy Now?
AI infrastructure is the new investment frontier, with Nebius scaling fast and Google leveraging its cloud dominance for growth.
Alphabet's stock is the most overbought ever by one measure. Is that a problem?
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.
These tech stocks join Alphabet among the sector's rare gainers for November
Certain AI plays bucked the tech sector's selloff as the market got more discerning.
These stocks may benefit from a shift towards Google's highly specialized AI microchips
If there's widespread adoption of Google's TPU ecosystem, there are plenty of stocks that may flourish as a consequence.
Forget Alphabet's TPU, AI Distribution Is Unrivaled With Cloud And Search
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.
These Stocks Are Moving the Most Today: Alphabet, GameStop, Strategy, Amazon, and More
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.
The Zacks Analyst Blog Meta, Alphabet and Amazon
Meta???s accelerating ad revenue???powered by stronger pricing, rising impressions and new AI tools?
Cathie Wood's ARK Buys More Alphabet, Meta, and Coinbase. But Ditches These Stocks.
The investment manager's daily trading file, posted on social media site X, revealed a tranche of pre-Thankgiving trades.
Nvidia Stock Could Be a Black Friday Bargain Amid Google AI Threat. Here's Why.
Shares have slumped over the past month, as investors fret about lofty AI valuations and the threat posed by Google.
Alphabet: Why It Beat The Rest Of The Magnificent 7 During The Market Pullback
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: Shares Rise Sharply For AI-Charged Company, But Still A Long-Term Play
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.
Nvidia: Potential Meta TPU Deal Is Alphabet's Gain, But Not Nvidia's Loss
Nvidia Corporation delivered a blowout Q3, beating top- and bottom-line estimates, with data center revenues surpassing $50 billion for the first time. Despite strong results, NVDA shares declined on AI bubble fears and reports of potential competition from Alphabet and Meta Platforms, but these headwinds are seen as overblown. My ensemble valuation model projects FY26 EPS of $7.62 and a base-case price target of $267, implying around 50% upside; I maintain a Strong Buy rating.
