Alphabet Inc (GOOG)
Alphabet: AI Pivot Creates A New Frontier For Growth
Alphabet is initiated at Buy with a $432 price target, representing a 26% upside driven by accelerating Search, Gemini, and GCP momentum. GOOGL's $200B capex surge is expected to yield 20%+ ROIC, with substantial earnings leverage as AI investments monetize over the next several years. Valuation is undemanding at 16.6x forward earnings, with potential for multiple expansion as AI-driven profitability increases.
Google launches AI voice features in Gmail, Docs and Keep
Google is launching conversational AI features within Docs, Gmail and Keep that let users ask questions about their inboxes and documents as well as do tasks using natural-language queries and dictation.
Google Was Found to Hold an Illegal Monopoly and Kept It Anyway. Is the Antitrust Nightmare Finally Over?
A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
Sundar Pichai Promised a Gemini Flagship in June, and Alphabet Is on Its Worst Streak Since 2015
Alphabet's cadence problem finally has a price tag. CEO Sundar Pichai said Gemini 3.5 Pro would arrive in June, but it still hadn't shipped as of September 2, 2026.
Alphabet's Secret AI Advantage
Alphabet leads the AI infrastructure race with innovations in power efficiency, optical switching, and hardware co-design, as highlighted at SEMICON Taiwan. GOOGL's 1.09 PUE provides a structural cost advantage over most peers, though hyperscalers like Meta and Microsoft are close. Proprietary Apollo optical switches and aggressive TPU cadence set GOOGL apart, compounding its hardware and operational edge.
Google's latest AI weather model gives you no excuse to forget your umbrella
Scientists at Google Deepmind and Google Research released a new artificial intelligence model for weather forecasting today that sees our changing atmosphere more clearly and predicts its behavior more often.
Gobble Up Some GOIB for More Alphabet Income
Google parent Alphabet (GOOGL) is well-known as the largest internet search provider and a prominent player in artificial intelligence (AI). However, Alphabet is not a big dividend name.
Alphabet's Business Is Just Getting Started
Alphabet delivered exceptional Q2 results with 24% YoY revenue growth, surpassing expectations and demonstrating resilience at scale. GOOGL's Google Cloud posted record 82% growth, outpacing AWS in dollar additions, while Search and AI Overviews continue robust double-digit expansion. Despite strong fundamentals, valuation now stands at 27-29x adjusted P/E, above its 15-year average, and buybacks have paused in favor of significant equity and debt issuance.
Google starts September with AI momentum after longest monthly losing streak in over a decade
Google shares entered September on a four-month losing streak, the longest since 2015. The company is leaning on the launch of Gemini 3.8 Flash to show that its AI services continue to advance.
S&P 500 Q3 Earnings Preview: Earnings and Revenue Growth Expected to Surge
For 2026 Q3, the expectation is that total S&P 500 earnings will increase +23.0% from the same period last year on +11.1% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and 6 sectors producing double-digit growth.
Google spared from ad-business breakup, but judge orders changes to how it operates
The Justice Department has spent years attempting to break up Google's gargantuan advertising business across two separate antitrust lawsuits: one filed in 2020 focused on Google's dominance in search, and a second filed in 2023 that specifically targeted Google's ad-technology business. Both cases argued that the search giant's grip on the digital ad economy represents an illegal monopoly.
Google dodges breakup of digital ad monopoly as judge's ruling sparks outrage: ‘Olympic level of mental gymnastics'
A federal judge is coming under harsh criticism for sparing Google from a forced breakup of its digital advertising empire – despite earlier ruling that the Big Tech giant was operating two separate illegal monopolies in the online ad sector.
