Alphabet Inc (GOOG)
Alphabet: Patience Pays When Waymo Will Likely Be Huge By 2040
Waymo is arguably Alphabet Inc.'s most exciting and highest-growth-opportunity business right now. Competition constraints in the long term from Tesla are severe, but Waymo can iterate, and the market will be large enough for both players to succeed. Waymo could become 10% or more of Alphabet stock's valuation by 2040 if management execute well in what will become an aggressive arena.
Google hit with $314 million US verdict in cellular data class action
A jury in San Jose, California, said on Tuesday that Google misused customers' cell phone data and must pay more than $314.6 million to Android smartphone users in the state, according to an attorney for the plaintiffs.
Google at a Crossroads in AI-Driven Future: Is It the New Yahoo?
In 1998, a startup called Google was born, challenging the reigning search giant, Yahoo. [contact-form-7] By the end of 1999, Google had grabbed a 60% market share.
Google's data center energy use doubled in four years
No wonder Google is desperate for more power: the company's data centers more than doubled their electricity use in just four years.
Alphabet: Still The Most Underappreciated AI Powerhouse In Tech
Alphabet is fundamentally strong, growing double digits, and trading at a rare discount versus Big Tech peers despite regulatory and AI headline noise. Google is aggressively integrating AI across its ecosystem, tightening operations, and rewarding shareholders with dividends and buybacks, all while maintaining robust cash flow. Monte Carlo simulations and financials suggest more upside than downside, with realistic targets in the $210–$225 range if nothing dramatic happens.
Why Alphabet (GOOGL) is Poised to Beat Earnings Estimates Again
Alphabet (GOOGL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Alphabet (GOOG) Beat Estimates Again in Its Next Earnings Report?
Alphabet (GOOG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Landmark EU tech rules holding back innovation, Google says
Alphabet's Google will on Tuesday warn EU antitrust regulators and its critics that landmark European Union rules aimed at reining in Big Tech are hampering innovation to the detriment of European users and businesses.
Alphabet, Amazon, Meta And Microsoft Are Spending Billions To Compete
Technology is the least monopolized sector within the U.S. economy. Skeptical?
Google inks its first fusion power deal with Commonwealth Fusion Systems
Fusion power got another boost on Monday as Google announced it will buy half the output of Commonwealth Fusion System's first commercial power plant.
Wall Street has mixed feelings about Alphabet. Here's why that matters for its stock.
Sentiment is of paramount importance for growth stocks because it's how investors justify paying more in anticipation of big growth.
Alphabet Is Building An AI Empire You'll Want To Be In
Alphabet is entering a new era of high-margin growth by integrating Gemini AI into proprietary silicon and edge devices, creating recurring revenue streams. The company's vertical integration, custom TPUs, and expanding ecosystem are locking in partners and driving durable, annuity-like cash flows, especially in robotics and cloud. Despite rising CapEx, regulatory risks, and some product fragmentation, Alphabet's fortress balance sheet and dominant cash engines provide ample runway for continued investment.
