Alphabet Inc (GOOG)
Google is crushing it. Why that's worrying investors in Nvidia and other AI stocks.
Alphabet's “AI comeback” could be concerning for other AI players in part because the company is leveraging its own custom chips
Alphabet: The 'Missed AI' Narrative Likely Dead
I believe Alphabet has silenced the "missed AI" narrative, proving its leadership with the successful integration of its frontier Gemini models across Search, YouTube, and Cloud. The bear case on Search monetization is dead, in my view, as AI Overviews are monetizing at the same rate as classic search with improving unit economics. Despite increased CAPEX, GOOGL's vertical integration and high ROIC justify continued investment, with AI Overviews and Cloud showing accelerating adoption and revenue.
2 Top Dividend Stocks for Growth-Oriented Investors
Alphabet's dividend is still new but looks secure given its fantastic business and growth prospects. Eli Lilly is increasing its top line at a dizzying pace and has a strong dividend growth record over the past decade.
Billionaires Are Selling Philip Morris International and Loading the Boat on This "Magnificent Seven" Stock
Philip Morris International has had a strong year, but the stock has faltered since July due to concerns about demand for the company's smokeless Zyn products. The tobacco company still pays a relatively high-yielding dividend.
These Are the 3 Biggest Stocks in Alphabet's Secret Portfolio
Google parent Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) is often seen as a core tech giant focused on search, advertising, and cloud computing.
US demands Google ad breakup in court closing arguments
The US government asked a federal judge on Friday to order the breakup of Google's digital advertising business, arguing that the tech giant's pledges to change its practices cannot be trusted.
How Google Finally Leapfrogged Rivals With New Gemini Rollout
Gemini 3's surge past ChatGPT and other competitors on benchmark tests has handed Google an elusive victory.
The Fate of Google's Ad Tech Monopoly Is Now in a Judge's Hands
A judge queried lawyers about whether a breakup made sense during closing arguments on how to fix the tech giant's dominance in online advertising.
Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees
At a recent all-hands meeting, Google's head of AI infrastructure, Amin Vahdat, said the company has to race to build out compute capacity in order to meet demand. Vahdat said Google bolsters its AI infrastructure capabilities with more efficient models and through its custom silicon.
Alphabet: Still Being Underestimated
Alphabet Inc. continues to dominate search and streaming, leveraging AI to improve ad targeting and user experience across Google Search, YouTube, and mobile apps. Gemini and Enterprise AI agents position GOOGL for significant competitive advantage in the cloud sector, with Google Cloud sales up 34% year over year. Despite being underestimated by the market, GOOGL's AI advancements and strong moats in search, streaming, and cloud drive ongoing monetization improvements.
Why Alphabet (GOOGL) is a Top Growth Stock for the Long-Term
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Google must double AI compute every 6 months to meet demand, AI infrastructure boss tells employees
At a recent all-hands meeting, Google's head of AI infrastructure, Amin Vahdat, said the company has to race to buildout compute capacity in order to meet demand.
