Alphabet Inc (GOOG)
Alphabet vs Amazon: Which Is the Better Dip Buy Right Now?
Two megacap pullbacks, one decision: should a retirement-focused investor add Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) or Amazon (NASDAQ: AMZN) on this dip?
Alphabet: Independence From NVIDIA Will Boost Future Growth
Alphabet Inc. (GOOG) earns a Buy rating under the Quality Growth framework, driven by robust fundamentals, accelerating EPS, and a deepening competitive moat. GOOG's proprietary TPU chip stack reduces dependence on NVIDIA, widens its infrastructure moat, and enables cost and performance advantages in both AI training and inference. Google Cloud's $460 billion backlog, 63% revenue growth, and 32.9% operating margin provide a visible and substantial catalyst for future EPS compounding.
Alphabet Is Managing AI Capex Well And Seems Highly Underrated
Alphabet is ramping AI infrastructure capex, temporarily compressing free cash flow while positioning for long-term leadership in AI compute. The equity-funded $85B capital raise reflects a preference to avoid higher future debt costs and to share AI project risk with shareholders. Alphabet is losing some ad share, and YouTube RoAS is weakening as it faces some regulatory headwinds. So this is a risk to watch.
Google is quietly laying off staff in its cloud division
Google is laying off some employees across its vast Cloud division. One elite cybersecurity unit, the Threat Intelligence Group, was hit with cuts yesterday.
Alphabet Inc. (GOOGL) Discusses AI-Driven Growth, Infrastructure Investment, and Strategic Focus Areas Prepared Remarks Transcript
Alphabet Inc. (GOOGL) Discusses AI-Driven Growth, Infrastructure Investment, and Strategic Focus Areas Prepared Remarks Transcript
Prediction: Google Stock Will Hit $600 on This Date
Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is $453.04 over the next 12 months, but the more interesting question is when Google stock crosses $600.
Why Alphabet's $85B Stock Sale Is A Game Changer
Alphabet is executing an $85B equity raise, including $10B from Berkshire Hathaway, to accelerate its aggressive AI and Cloud CapEx plans. GOOG's external capital raise funds ~46% of its $185B CapEx budget, enabling faster AI Data Center expansion without straining free cash flow. Despite a P/E of 24.6X, I see 22% re-rating potential with a fair value target of $434 on continued Cloud and AI-driven growth.
Why Google's Record AI Spending May Signal a Turning Point
Although the AI buildout has powered Wall Street's bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated.
$190 Billion and Climbing: Google's Stunning Equity Raise Signals an Even Bigger AI CapEx Surge
The number to focus on is $190 billion, the new top end of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction)'s 2026 capital expenditure guidance.
Google DeepMind CEO says we don't have much time to prepare for the 'new human era'
Google DeepMind CEO Demis Hassabis said artificial general intelligence is a "few years away." He said AI will have huge societal implications, bringing about a "post-scarcity" world.
Cathie Wood's ARK and Berkshire Hathaway Both Pile Into Alphabet Stock. That's Unusual.
The Google parent appears to be the rare stock that appeals to both Cathie Wood and Warren Buffett.
Alphabet: This Time It's Different
Alphabet Inc. earns a Strong Buy rating as its turnaround is complete and the market underappreciates its transformation. GOOGL's cloud backlog surged to $462.3B, with over $230B expected to materialize by mid-2028, supporting high-margin, recurring revenue growth. Alphabet's entry into silicon sales, targeting 10% of Nvidia's revenue, and major deals with Anthropic and Meta signal a new high-value business line.
