Alphabet Inc (GOOG)
Sell it or keep it? Google and Meta's AI compute quandary
Hyperscalers like Google and Meta have a tricky dilemma: how much compute should they give away? There's not enough compute to go around, but the tech giants need it to keep powering AI.
Alphabet Stock: Selloff Misses Bigger Story
Alphabet faces investor skepticism after Q2, with negative free cash flow and elevated CapEx guidance overshadowing robust operating results. GOOGL's Cloud revenue surged 82% to $24.8B, with operating margins expanding to 35.6% and a $514B backlog, supporting long-term monetization. Search and AI initiatives demonstrated resilience, with Search revenue up 17% and AI Mode surpassing 1B monthly active users, driving improved monetization.
I Keep Buying Alphabet Because of This Silicon Shift Expected to Hit By Year End
I keep hitting the buy button on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) for one reason: the company is turning its in-house AI silicon into an outside business, with first dollars landing this year.
Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead?
Alphabet NASDAQ: GOOGL finds itself in a somewhat unusual and precarious spot. The company just delivered one of the strongest quarters in its history, yet the stock closed Tuesday down just over 18% from its 52-week high and is now up only about 7% for the year.
Billionaire Money Manager Christopher Begg Bought Google at 15x Earnings. Here's Why He Calls It the Best Business in the World
Christopher Begg, co-founder and CEO of East Coast Asset Management and an adjunct professor of Security Analysis and Value Investing at Columbia Business School, has built his firm around a deceptively simple question: are the clouds hanging over a great business temporary or permanent?
Google brings its age-assurance technology to Android developers worldwide
Google is expanding its answer to Apple's age-assurance tools with Wednesday's news that it will bring its Play Signal API to users worldwide by the end of 2026. The technology, already available in Brazil, allows Android developers to identify their apps' younger users in order to provide safer, age-appropriate experiences.
Alphabet Captures 2026 AI Capex Alpha But Amazon Begins Surging in 2027
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) both closed Q1 FY2026 with blockbuster AI infrastructure disclosures.
Alphabet's Warning Shot Still Echoes Ahead of Microsoft Earnings
Azure's growth rate remains the headline, but the number that likely determines Thursday's open is fiscal 2027 capex guidance.
Alphabet: Burning Cash On Big AI Bet
Alphabet Inc. (GOOG/GOOGL) reported strong Q2 revenue growth, but its record $44.9B CapEx on AI triggered a historic stock selloff. GOOG's free cash flow turned negative for the first time since 2004, with CapEx-to-revenue projected to reach 41% by year-end. Management raised full-year CapEx guidance to $195–205B and warned of sustained cash flow pressure from AI infrastructure investments.
Alphabet's Recent Pullback Offers A Good Entry Point For Long-Term Investors
Alphabet is rated a Buy, with AI-driven acceleration in both Google Services and Google Cloud fueling robust revenue and margin expansion. GOOGL projects mid-to-high teens CAGR through 2031, supported by strong operating cash flow and aggressive AI infrastructure investments. Google Cloud's 82% YoY growth is impressive, but Anthropic's $200B commitment introduces significant customer concentration risk.
Berkshire Isn't the Only Big Name Loading Up on Alphabet. This Investor Bet Even Bigger
Two of the most respected value investors on the planet disclosed sharply larger Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) positions in their Q1 2026 13F filings, dated March 31 and filed May 15.
Alphabet: Buy The Capex-Caused Decline
Alphabet has delivered robust 24% YoY revenue growth, with cloud revenue up 82% and operating margins expanding. GOOGL's aggressive capex guidance—$200 billion by 2026—raises concerns, as FCF turned negative and equity dilution was required. Cloud and AI investments are driving significant top-line and margin growth, with TPU scaling and major commitments from Anthropic.
