Alphabet Inc (GOOG)
Alphabet's Ride Is Far From Over
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.
Alphabet: No FCF Pain, No Compute/Advertising Gain; SpaceX Gains Create Noise
Alphabet's FQ2'26 showed negative free cash flow due to aggressive CapEx, with the pessimism further fed by the management's raised FY2026 guidance. Otherwise, Q2 seasonally reports lower cash flows, with the richer TTM cash flow/revenue ratio of 41.6% and the growing cloud backlog mitigating overbuilding concerns. These developments underscore GOOG's AI-driven growth pains, since hefty CapEx must first happen before rich compute/ad monetization may occur.
Google Puzzlingly Fined $1B For Being Too Google For The EU's Tastes
Apple's Siri AI isn't very smart. That's why future iPhones will pair Siri with Google's highly regarded Gemini AI.
Alphabet: Won't Be This Cheap For Long
The market is getting increasingly skeptical about Google's declining free cash flow margins. I think the market is overreacting. I believe Google is investing aggressively in AI from a position of strength, not one of weakness. Google has been able to infuse AI pervasively across its ecosystem, and it is not looking to slow down.
Alphabet, Tesla earnings set a nervous tone: all eyes on Meta, Amazon and Microsoft
Artificial intelligence has become the biggest growth story in global technology, but this week's earnings from Alphabet and Tesla have reminded investors that building the infrastructure behind that boom is becoming increasingly expensive. And, investors are not okay with this.
Conservative activist Robby Starbuck notches major legal win against Google, defamation suit to proceed
Conservative activist Robby Starbuck landed a major legal victory against Google on Friday as his defamation lawsuit will be able to move forward, according to a Delaware Superior Court ruling.
Mag 7 Earnings Preview: Alphabet's Cloud Surge and CapEx Hike Raise the Stakes
The market reaction to Alphabet's Q2 results has significantly raised the bar for its Magnificent Seven peers that are on deck to report results this week, namely Microsoft and Meta Platforms on Wednesday, July 29th, and Apple and Amazon on Thursday, July 30th.
3 High-Momentum Stocks to Buy Now Before They Surge
Alphabet, MasTec and Goldman Sachs topped a momentum screen built on the Driehaus strategy, combining earnings strength with favorable price trends.
Alphabet: Strong Buy Despite AI CapEx Fears
Alphabet Inc. delivered Q2 results with 24% revenue growth and strong AI-driven monetization across Search, Cloud, and YouTube. GOOG's aggressive AI CapEx strategy led to negative free cash flow and raised 2026–2027 CapEx guidance, fueling investor concerns about capital intensity. Google Cloud revenue nearly doubled to $24.8B with margin expansion, while AI tools are driving higher ad conversions and enterprise adoption.
Alphabet Q2: The Market Lost Its Mind
Alphabet Inc. outperformed expectations easily with its Q2 report. The market focused on capex while ignoring the gigantic Google Cloud profit growth rate of 200%+. GOOGL stock has rarely been this cheap and is very attractive today.
Moody's says 'unprecedented' AI spending threatens credit quality of Amazon, Meta, Alphabet and others
The AI buildout is eroding the free cash flow and increasing balance-sheet risk at hyperscalers like Alphabet and Microsoft, warned Moody's Ratings. In a research note released this week, Moody's highlighted stock sales and off-balance-sheet moves that "threaten credit quality.
Alphabet: Making Money The 'Wrong' Way: Worst Bear Case Yet
Alphabet Inc. delivered a stunning Q2, with diluted EPS surging from $2.31 to $9.11 year-over-year. GOOGL's equity gains from SpaceX and Anthropic are legitimate, reflecting early, successful investments rather than accounting gimmicks. Cloud segment operating income soared 81.8%, and selling TPUs is a rational monetization strategy in a competitive, supply-constrained AI market.
