Alphabet Inc (GOOG)
Alphabet: A King In The AI Domain, But No Discount Remains (Rating Downgrade)
Alphabet Inc.'s vertical integration across models, silicon, and global consumer reach has turned AI into profit, but valuation already assumes near-flawless execution. With capex-to-operating cash flow near 50% and depreciation still climbing, GOOGL's free cash flow acceleration depends on backlog growth exceeding reinvestment through 2026–2027. Rising energy costs and potential AI-capex fatigue could compress multiples, while current PEG and RSI levels indicate a fully valued risk-reward profile, supporting a Hold stance for GOOGL.
This media and internet company says Google's AI has been a revenue killer
IAC's media brands include instantly recognizable names such as People magazine, and its advertising side got hurt in part because of Google AI Overviews.
Alphabet Is Still The World's Most Efficient AI Monetizer
Alphabet Inc. delivered a record-breaking Q3 with over $102 billion in revenue, driven by strong growth across Google Services and Cloud. GOOGL's AI-first strategy is translating into tangible business outcomes, with its ecosystem acting as a self-reinforcing growth flywheel. Each core segment—Search, YouTube, Cloud, Android—multiplies the value of the others through shared users, engagement, and AI-driven insights.
Alphabet's Google Cloud Is Pulling An 'Nvidia'
Alphabet Inc. continues to impress with accelerating growth in both its Ads and Google Cloud businesses, driven by AI adoption and strategic partnerships. Google Cloud's new strategy—mirroring Nvidia—deploys TPUs at customer sites, fueling rapid revenue and margin expansion, and positioning Cloud as a key growth pillar. Despite a rich valuation, Alphabet's improved growth outlook and margin expansion justify a higher price target of $321, with a reiterated Buy rating for GOOGL stock.
Alphabet Vs. Meta: AI Circular Financing Winner
Meta Platforms, Inc. and Alphabet Inc. are compared on CapEx strategies, AI investments, and strategic positioning amid concerns of circular financing in big tech. GOOGL stock is better positioned due to multi-channel monetization, lower CapEx as a percentage of revenue, and stronger profitability trends versus META's heavier reliance on ads. Despite META's aggressive spending and slower net income growth, its valuation appears temporarily depressed, presenting a potential accumulation opportunity.
What Is Fueling Google Stock?
Alphabet (GOOGL)'s stock increased by 65%, in the past year, driven by robust earnings and a sharp margin enhancement, as investors welcomed AI advancement, cloud victories, and clearer antitrust regulations. With a rising P/E ratio and intelligent shareholder initiatives, the groundwork is laid for more thrilling developments ahead.
Alphabet is increasingly launching “moonshot” projects as independent companies — here's why
Alphabet's X moonshot factory is shifting how it brings ambitious technology projects to market, increasingly spinning them out as independent companies rather than keeping them within the Alphabet corporate structure, X CEO Astro Teller revealed at TechCrunch Disrupt this past week.
Alphabet: Best AI Spend-To-Return Play In Big Tech (Rating Upgrade)
Google's Q3 results and raised CapEx lead us to believe there is more upside for the stock as capacity builds out and the ASIC market matures. We understand concerns about positives being priced in, but we see an attractive AI spend-to-return profile for Google and hence expect more fundamental-driven tailwinds. Chrome is facing heightened competition with Atlas and Comet, but we think its ability to compete on AI in real time will minimize the impact on its market share.
BTS Asset Management Inc. Takes $368,000 Position in Alphabet Inc. $GOOGL
BTS Asset Management Inc. acquired a new position in shares of Alphabet Inc. (NASDAQ: GOOGL) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 2,088 shares of the information services provider's stock, valued at approximately $368,000. Alphabet makes up 0.4%
Alphabet: Rally Catches Up To Reality
Google Cloud backlog reached 155 billion dollars in Q3-FY25, up 46% QoQ and 82% YoY, signaling sustained AI demand. Over 70% of Google Cloud customers now use AI products, with more billion-dollar contracts signed than the previous two years combined. Cloud revenue rose 34% YoY to 15.2 billion dollars, while operating income increased 85% to 3.6 billion dollars and margins hit 23.7%.
Insight: AI turned Google Cloud from also-ran into Alphabet's growth driver
Once a money-losing backwater, Google Cloud has become one of Alphabet's fastest-growing businesses, powered by massive bets on AI and years of costly investment in datacenters, custom chips, and networking gear.
Google's First AI Ad Avoids the Uncanny Valley by Casting a Turkey
The search giant becomes the biggest name yet to generate an ad entirely with its Veo 3 and other artificial-intelligence tools.
