Alphabet Inc (GOOG)
Alphabet: You'll Regret Not Buying Here
Alphabet remains a long-term value creator despite recent stock depreciation and market skepticism over AI-driven CapEx increases. Q4 revenues grew 17.9% Y/Y to $113.82B, with search and cloud segments driving performance; AI overviews and the Gemini chatbot show strong user engagement. The updated DCF model raises the fair value estimate to $388.68 per share, above the current market price.
South Korea approves Google bid to export high-precision map data
South Korea said on Friday it had approved Google's request to export the country's high-precision map data to overseas servers, a major reversal after two decades of rejection that clears the way for the U.S. tech giant to enter a market dominated by local apps.
Google Workers Seek ‘Red Lines' on Military A.I., Echoing Anthropic
More than 100 Google A.I. employees sent a letter to Jeff Dean, a chief scientist, opposing Gemini's use for U.S. surveillance and some autonomous weapons.
Google signs multibillion-dollar AI chip deal with Meta, Information reports
Meta Platforms has signed a deal to rent Google's AI chips, known as tensor processing units, to develop new AI models, the Information reported on Thursday, citing a person involved in the talks.
AI Push Provides a Boost to GOOGL's Cloud Business: More Upside Ahead?
Alphabet's booming Google Cloud revenues, soaring AI demand and $240B backlog signal rising cloud clout, even as Amazon and Microsoft loom large.
Nebius vs. Alphabet: Which AI Cloud Stock is the Better Buy?
NBIS AI cloud revenue surges 830% while GOOGL leverages AI to boost search, YouTube and Google Cloud growth.
Google Weighs New Search Layout for Vertical Search Players to Avoid EU Fine
Google plans to test showing competitors' search results near its own across Europe in an attempt to avoid a European Union fine, Reuters reported Wednesday (Feb. 25), citing unnamed sources.
Former Alphabet 'moonshot' robotics company Intrinsic is folding into Google
Alphabet is bringing its robotics software company into Google. Intrinsic operated under Alphabet's Other Bets after graduating from its "moonshot factory.
Alphabet-owned robotics software company Intrinsic joins Google
Google is moving further into physical AI by bringing a familiar robotics software platform under its wing.
Google Battles Worldwide Network of China-Linked Hackers
Google has reportedly disrupted a hacking group that breached dozens of organizations in 42 countries. The China-linked group, known as UNC2814 and “Gallium,” has a nearly decade-long history of breaking into the systems of government organizations and telecoms, the tech giant said in findings shared exclusively with Reuters on Wednesday (Feb. 25).
Google disrupts Chinese-linked hackers that attacked 53 groups globally
Google disrupted a Chinese-linked hacking group that breached at least 53 organizations across 42 countries, the company said Wednesday.
Alphabet: The AI CapEx Shock That Will Widen The Moat
Alphabet remains a buy, supported by robust sales and margin expansion despite its surging AI-driven CapEx. Q4 revenues grew 18% to $113.8B, with Google Cloud up 48% and operating leverage sharply improving. Our base case price target is $385.21 (24% upside). The valuation reflects stronger 2026–2027 EBITDA and recurring revenue growth.
