Alphabet Inc (GOOG)
Alphabet Drops 7% Post Q4 Earnings: Buy, Sell or Hold the Stock?
GOOGL sinks 7% as $175B-$185B 2026 capex plan sparks AI monetization fears, even as Search and Cloud show strong momentum.
Alphabet: Search Is Dead, Long Live Search
Alphabet faces declining traditional search usage but is capturing users via its Gemini AI, which reached 750 million active users in Q4 2025. AI is both a risk and a significant opportunity for GOOG, leveraging its real-time data access and leading AI expertise to maintain monetization. GOOG's high CapEx, projected at $175-185 billion in 2026, pressures free cash flow but supports critical AI investments amid a 15.09% YOY growth rate.
Alphabet: The CAPEX Shock Is A True Gift
Alphabet Inc. is rated a 'Buy' despite recent CAPEX-driven stock weakness, with a 46% upside to a $455 price target. GOOG's Google Cloud revenue surged 48% YoY in Q4, outpacing peers, with a $240B backlog and increasing profitability amid aggressive AI investments. Concerns over CAPEX and bond issuance are overstated; GOOG maintains strong FCF, $126B liquidity, and robust institutional debt demand.
CapEx Guidance Hides Alphabet's Emerging Agentic Infrastructure Big Edge
Alphabet is rated a Strong Buy, leveraging massive CapEx to secure an Agentic Infrastructure edge and lock in the Apple Foundation Model deal. GOOG's $175–$185 billion FY2026 CapEx and $240 billion Cloud backlog signal a strategic shift from ad conglomerate to transactional AI utility. Custom Ironwood TPUs and a 78% reduction in Gemini serving costs drive deflationary unit economics, offsetting depreciation and cash flow inversion risks.
Does Google Stock Have Any More Room To Run?
Google stock is currently at a significant juncture. It exhibits robust momentum, and if you decide to invest, you are investing in a company that boasts strong margins, solid cash flow, a low-debt capital structure, and favorable market trends.
Is Alphabet's 100-Year Bond A Buy Or Sell Signal For Google's Stock?
Alphabet, the parent company of Google, dipped into one of the bond market's stranger corners this week.
Google Weaves New Shopping Feature Into Search and Gemini
Google is reportedly offering users new ways to shop while seeking AI-powered answers. The company has begun testing new ad formats on its search AI mode that lets retailers offer products there, Bloomberg News reported Wednesday (Feb. 11), citing a letter Google sent to the advertising community.
Alphabet's Rare 100-Year Bond Tells Us That Money Is Easy
This is a great time for companies to borrow. It isn't obviously a great time to lend to them.
Alphabet: Buying The Dip On $180B AI Spending Fears
Alphabet: Buying The Dip On $180B AI Spending Fears
Here's Why Alphabet (GOOGL) is a Strong Growth Stock
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Google turns to century-long debt to build AI
Google-parent Alphabet will issue bonds maturing in 100 years as it continues to invest massively in infrastructure for artificial intelligence, according to data published Tuesday by Bloomberg.
Alphabet boosts debt sale again as total raise exceeds $30 billion, sources say
Alphabet's debt sale is set to top $30 billion, according to people familiar with the matter. The company increased the size of the offering, which had been expected to land at $20 billion, as investor demand strengthened.
