Alphabet GOOGL shares rebounded on Monday after suffering a sharp selloff following last week's quarterly earnings, with several Wall Street brokerages maintaining bullish recommendations even as they trimmed price targets in response to the company's aggressive artificial intelligence investment plans. Shares of the Google parent rose nearly 3% at the market open, signalling that investors were buying the dip after last week's decline.
Explore how Alphabet's (GOOGL) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
GOOGL's Q2 beat and early AI monetization challenge worries over higher AI spending, as Cloud growth and Search demand point to stronger momentum.
Zacks.com users have recently been watching Alphabet (GOOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Zacks.com users have recently been watching Alphabet (GOOGL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Steve Eisman, the investor who famously bet against the subprime mortgage bubble and host of The Real Eisman Playbook podcast, told CNBC on July 27, 2026 that he has exited a long-held position in Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) specifically to dial back his exposure to the artificial intelligence trade.
I keep clicking buy on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction), and the July pullback only made me do it more.
Luke Lloyd discusses the market's reaction to rising AI investments from companies like Alphabet (GOOGL), arguing the spending is essential for future growth. He also shares a bullish outlook on software stocks, saying AI will enhance existing platforms rather than replace them.
For the past two years, Wall Street has demanded that Big Tech spend whatever it takes to win the artificial intelligence race.
Alphabet Inc. delivered robust Q2 results with 294% EPS growth and 24% revenue growth, yet shares dropped over 7% on elevated CAPEX concerns. GOOGL's capital expenditures surged 100% to $44.9B, with management raising full-year CAPEX guidance to $195B–$205B, primarily for AI infrastructure and cloud capacity. Despite negative free cash flow this quarter, GOOGL's fortress balance sheet and low payout ratio ensure continued dividend coverage and strategic investment flexibility.
Alphabet's Google Search and Google Cloud businesses delivered strong growth in the second quarter of 2026, driven by artificial intelligence (AI). The company just raised its capital expenditures forecast for 2026 as it races to build more AI data centers, which made investors nervous.
Alphabet has just sold-off by ~14% in less than 2 weeks. Which created a great opportunity. The market is afraid of rising CAPEX and negative free cash flow. But it fails to realize that Google Cloud is the fastest-growing player, with a $514B backlog and operating margins now exceeding 35%, rivaling AWS.