Alphabet Inc (GOOG)
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.
Alphabet: TPU Vs. GPU And The Race To $4 Trillion
Alphabet Inc. built a structural edge through TPUs and end-to-end AI integration, cutting costs and widening margins across the AI cycle. has emerged as a leader in AI, driven by Gemini 3 and proprietary TPUs, defying earlier market skepticism. GOOGL's vertical integration—owning the model, hardware, and distribution—positions it to reduce reliance on Nvidia and improve AI monetization. A new price target of $345 is set, justified by visible technological advantage, end-to-end AI integration, and strong user engagement.
ETFs to Gain as Alphabet Nears $4 Trillion in Market Cap
Alphabet nears a $4T valuation as chip deals, Gemini 3 momentum, and strong Q3 results lift ETFs like GXPC with heavy exposure.
Billionaires Keep Buying These 2 AI Stocks
Retail investors can benefit from investing in artificial intelligence (AI) companies that are bringing the next-generation transformation.
Alphabet gets closer to $4 trillion as Morgan Stanley puts a big number around its chip potential
Alphabet could be selling 1 million AI chips by 2027, say analysts.
Alphabet hits record highs, Burry's AI concerns, Ukraine peace plan and more in Morning Squawk
Alphabet shares rose to all-time highs, the latest sign of investor excitement following the release of its upgraded Gemini 3 model. The stock market's recovery rally continued, with the Dow jumping more than 600 points.
