Alphabet Inc (GOOG)
Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?
Big Tech is in focus, as Microsoft MSFT+2.41%, Amazon.com AMZN+0.12%, Apple AAPL+0.86% and Meta Platforms META+0.19% report earnings this week. Wall Street will be looking closely at free cash flow, capital expenditures and growth.
Here's Why I Refuse To Stop Buying Alphabet After Its Earnings ‘Correction'
I bought more Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) the morning after the stock dropped 7.22% in a week, and I will buy more if it drops again.
Tech fund manager says the market is misreading Alphabet's second-quarter earnings
Investors should focus more on earnings growth and less on capital expenditures, says Catalyst Funds' chief investment officer.
Alphabet Did Exactly What I Hoped It Would And I'm Loading Up
I keep buying Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction), and last weeks earnings gave me another reason to add.
Alphabet Q2: Now Is The Time To Seize This Prime Buying Opportunity
Alphabet has lagged the S&P 500 index since my previous Buy article. Even when excluding unrealized gains from its stake in Anthropic, Google had a very strong second quarter. Google continues to sport an AA+ S&P credit rating with a stable outlook.
Focus: Google rivals line up seeking damages after record $1 billion fine
A decades-long crackdown on Google's business practices in Europe is entering a costly new phase, as the loss of the first case brought against it under new EU legislation opens the door to a wave of private lawsuits demanding up to $10 billion in damages.
Alphabet Capex Concerns are Bogus But There's an Internal Hedge Against Them Regardless
I keep hitting the buy button on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) because the loudest bear case, the capex panic, is missing the receipts that came with the last earnings report.
PSA: Your Claude shared chats and Artifacts may have ended up on Google
An untold number of Claude chats and Artifacts — the interactive mini apps and documents users can build inside Claude — were found publicly searchable on Google over the weekend, after Reddit users discovered that typing search operators like “site:claude.ai/share” into Google surfaced a long list of shared conversations. Some reportedly contained health records, private company documents, and the names and phone numbers of children.
Alphabet: It's Still A Bull Market
Alphabet Inc. has defied fears over Search disruption, posting 17% YoY Search revenue growth and narrowing the AI gap with Gemini's rapid adoption. GOOGL's Cloud revenue surged 82% YoY, with operating margins expanding to 35.6%, and the company began monetizing TPU systems externally for the first time. Despite a negative quarterly free cash flow due to accelerated CapEx, Alphabet's robust balance sheet and diversified businesses support continued AI infrastructure investment.
Alphabet's Enterprise Surprise is A Great Reason to Keep Buying
I bought Alphabet (NASDAQ:GOOG | GOOG Price Prediction) again this morning, and I already know I will add more before the quarter closes.
Alphabet: Q2 Strength Reinforces The Bullish Case, A Rare Pullback Worth Buying
Alphabet Inc. delivered robust Q2 FY26 results, with 24% top-line growth and strong momentum in AI-driven Cloud and Services segments. Strong GOOG's Cloud business with enterprise AI adoption and surging user engagement across Search and YouTube with AI integration should drive top-line growth through FY26. Despite elevated R&D spending, operating leverage and improving cloud profitability should support margin in the quarters ahead.
The AI Capex Warning: Alphabet Sets A Tense Stage For Amazon, Microsoft, And Meta
All eyes turn to big tech names this week: Apple, Amazon, Meta and Microsoft. Q2 S&P 500 profit growth currently stands at 37.9% with 27% of companies having reported. Potential earnings surprises this week: Illinois Tool Works, Xylem, Vulcan Materials, GoDaddy, and more.
