Alphabet delivered exceptional Q2 topline growth, with Search and Cloud segments accelerating and operating income up 30% to $40.8 billion. GOOG's free cash flow conversion sharply deteriorated, turning negative in Q2 despite strong operating results, as capital expenditures surged to $44.9 billion. Management raised 2026 capex guidance to $195-$205 billion, with further increases expected in 2027, and contractual commitments now exceed $800 billion.
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) just delivered the biggest quarter in its history, and the market is treating the stock like a value play.
As the auto industry shifts toward electrification and autonomy, NIO, Mobileye, Hesai and Ouster are positioned to capitalize on the next era of transportation.
Social media stocks are pulling in opposite directions midday Friday, with Reddit (NYSE:RDDT | RDDT Price Prediction) shares down 23% to $136.32, marking the stock's worst intraday drop since its 2024 IPO.
Artificial intelligence has become one of the market's defining investment themes, but the conversation often centers on chipmakers or AI start-ups chasing the next breakthrough.
“It just seems like the temperature is rising on Silicon Valley.”
With help from its internal AI tools, Google says it has patched more security flaws in its Chrome browser in the last month than in the past two years combined.
While violent margin washouts are painful, the capitulation is necessary for a sustained bull market to thrive.
Google's guarantees of power and lease obligations would help developer secure financing for the 1.6-gigawatt Texas project.
As Mark Zuckerberg keeps steering Meta (NASDAQ: META | META Price Prediction) in the wrong direction, his net worth keeps falling.
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At $330, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) looks compelling.