Alphabet Inc (GOOG)
Alphabet: Fear Pushes Price To Bargain Levels Investors Dream Of
Google is trading at a steep discount versus peers, despite superior growth, profitability, and durable moats, due to overblown antitrust fears. Current antitrust actions are unlikely to fundamentally undermine Google's structural advantages or long-term profitability; even a breakup could unlock shareholder value. Ending default search payments could actually benefit shareholders by freeing up billions for higher-return growth initiatives like AI.
Alphabet Hits an All-Time High: More Rally Ahead for ETFs?
Alphabet (GOOGL) hits record highs on AI & cloud momentum. Analysts see moderate upside; ETFs like FCOM, VOX, IXP, XLC & FNGS may gain from their strong exposure to GOOGL.
Google's bill for grabbing kids YouTube user data hits $200 million with new $30 million settlement
Google has agreed to pay $30 million to settle a long-running lawsuit by parents and their children claiming its YouTube video app collected data from millions of U.S. kids under 13 so it could target them with ads.
Meta raids Google DeepMind and Scale AI for its all-star superintelligence team
Meta has recruited over a dozen top researchers from DeepMind and Scale AI, Business Insider found. That includes one researcher who helped Google win a gold medal at the International Math Olympiad.
Alphabet Expands Pixel Portfolio: Is it the Next Revenue Pillar?
Alphabet's expanded Pixel lineup, featuring new phones, watches and earbuds, is set to fuel Google Services revenue growth.
Alphabet's Gemini Is Apple's Saving Grace: Who's The Bigger Winner?
Gemini in Siri has the power to reinvigorate both Apple Inc.'s and Alphabet Inc.'s innovation narratives and competitive positioning. It's the dream team no one saw coming. Apple urgently needs AI integration to remain competitive in smartphones, while Google benefits from scale, data, and ad revenue, making the partnership a textbook win-win. Alphabet is executing very well with a +$10B deal with Meta for compute power, discounted Gemini for federal government AI adoption, and an AI Model scaled to 180 countries.
Alphabet: Maintaining An Overweight Rating At All-Time High
Alphabet's stock is at all-time highs, driven by robust fundamentals and not by speculative AI hype, or multiple expansion. Strong returns on assets persist, despite aggressive Capex in AI and datacenter infrastructure, with profitability and operating cash flow at record levels. Core businesses like Google Search, YouTube, and Cloud continue double-digit growth, while Cloud's margin expansion and revenue share accelerate.
What AI Bubble? Alphabet's Business Is Booming
Alphabet remains a buy, as AI bubble fears are overblown; the company shows robust fundamentals and accelerating growth across all business segments. Google Search is regaining market share, while Google Cloud Platform is now Alphabet's fastest-growing segment, winning enterprise AI customers and market share. Valuation remains attractive at 21x forward earnings, with 14% upside potential as market expectations for earnings and revenue growth improve.
1 Bargain Artificial Intelligence (AI) Stock You Can't Afford to Miss
Finding bargain stocks in the artificial intelligence (AI) space isn't an easy task. The sector is quite popular, and the amount of money being spent to fund this arms race is jaw-dropping.
This Billionaire Was Scooping Up Shares of Amazon and Alphabet in Q2. Should Investors Follow Suit and Buy the Stocks?
Billionaire Bill Ackman was busy in the second quarter, investing in two of the world's largest tech companies. His hedge fund, Pershing Square Capital, started a new position in Amazon (AMZN 3.12%) and boosted its stake in Alphabet (GOOGL 3.10%) (GOOG 2.98%).
Alphabet's Breakout Potential: From Laggard to AI Leader
Alphabet NASDAQ: GOOGL hasn't enjoyed the same spotlight as its Magnificent Seven peers for much of this year. While the broader market and other mega-cap tech names sprinted ahead in the first half, GOOGL spent that time lagging.
Why Is Alphabet (GOOGL) Up 3.9% Since Last Earnings Report?
Alphabet (GOOGL) reported earnings 30 days ago. What's next for the stock?
