Alphabet Inc (GOOG)
AI Capex Efficiency Should Guide Your Capital Into These Two Hyperscalers
Alphabet and Meta each doubled down on AI spending last quarter, but one is converting those data centers into external revenue while the other bets the bill pays off inside its own apps.
Alphabet Price Prediction: 56 Analysts Bullish, Zero Sells
Every analyst covering Alphabet leans bullish, yet the stock sits well below its 52-week high while free cash flow just turned negative and long-term debt doubled. Something has to give, and Wall Street's unanimous direction hints at which way.
Alphabet's Google Cloud Strategy Is Entering A New Phase
Alphabet is evolving into an AI infrastructure ecosystem spanning TPUs, Cloud contracts, strategic investments, financing support, and partner infrastructure. Google Cloud reached $24.8 billion in revenue and a 35.6% operating margin, while AI customers consume 1.8x more products. Alphabet carries $513.9 billion of Cloud backlog against roughly $707 billion of fixed or guaranteed commitments supporting infrastructure expansion.
Google releases a new local-first Granola competitor
Earlier in April, Google released an AI-powered dictation tool that worked with local models. Now, the same team has released a new competitor to the AI note-taker Granola and others, which it calls Google AI Edge Foresight.
Alphabet Only Requires a Tiny Bit of Faith So I Keep Pulling The Trigger
I have added to my Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) position more times than I can count, and I keep coming back for more. Owning it takes a small amount of faith.
Wall Street Says $429 for Alphabet. Our Model Sees $500+
Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is $434.48 over the next 12 months. That is 27.66% above the latest $340.35 close and ahead of the Wall Street consensus target of $419.65.
Google's new SynthID website can identify AI-generated media
Google on Tuesday launched a new site that lets anyone verify whether a piece of media, be it an image, a video or an audio clip, is generated using AI.
Alphabet Stock At 17x P/E: Don't Miss This GARP Pick
Alphabet is a compelling GARP pick, with double-digit annual return potential and clear alpha versus the S&P 500. The Gemini 4 AI model is a material growth catalyst, enabling new monetization and synergistic opportunities. GOOG's robust ROCE (64.7% TTM) and aggressive growth reinvestment support a sustainable 16% organic growth rate over the next five years.
Google ordered to halt work on two data centers in ‘Texas of Europe'
Google has been ordered to halt work on two data centers it's developing in Finland until environmental impact assessments have been completed. "We understand the concerns and have fallen short of our own high standards in this instance," a Google spokesperson told CNBC.
Alphabet Has the Biggest Upside in the Mag 7 Right Now: 64%
Google Cloud just posted 82% revenue growth while the stock sits nearly 16% below its 52-week high, and the gap between what Wall Street sees and what the market is pricing in keeps widening.
Google Faces a $3.2 Billion Ad-Tech Damages Claim That Would Triple at Trial
A federal judge just cleared billions in ad-tech damages claims against Google to proceed to trial, where antitrust law would automatically multiply whatever a jury awards. But the real threat to Alphabet shareholders may not be this case at all.
Will Alphabet (GOOGL) Beat Estimates Again in Its Next Earnings Report?
Alphabet (GOOGL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
