Alphabet Inc (GOOG)
OpenAI's new browser puts Google in the hot seat, and Alphabet's stock drops
OpenAI's new ChatGPT Atlas browser is the latest in a series of new products that are challenging Alphabet's ecosystem.
Alphabet Q3 Earnings Preview: Back To Basics
Recent deals announced by key AI players signal continued AI demand and a long runway ahead. Current consensus forecasts, even after recent bullish revisions, underestimate Alphabet Inc.'s growth CAPEX and also EPS growth potential. I see strong ROCE and cash flow to support better-than-expected growth in key areas like AI, cloud, cybersecurity expansion, and autonomous vehicle.
Google stock dips 3% as OpenAI gets into the web-browser game
OpenAI CEO Sam Altman showed off a new AI-infused web browser on Tuesday. The browser, called ChatGPT Atlas, combines a web browser with OpenAI's chatbot and Agent AI tool.
This Wall Street Firm Says Alphabet Stock Is A Better Bet Than Meta. Here's Why.
You don't necessarily have to choose between the stocks of two Big Tech giants—but if you must, Oppenheimer has a pick for you.
Alphabet analysts see Q3 Search beat, Gemini usage momentum
Bank of America analysts expect Alphabet Inc (NASDAQ:GOOG) to report another quarter of stable Search growth plus strong Cloud backlog growth, which could reinforce investor confidence in the company's AI execution. In a note to clients on Monday, the analysts increased their price objective on Alphabet to $280 per share, while reiterating their ‘Buy' rating on the stock.
Why Is GOOGL Stock Rising?
GOOGL stock soared 36% in three months, propelled not just by steady revenue gains and a modest bump in profit margins, but by a striking surge in investor optimism that pushed its valuation multiple up 30%. See – Google's Unloved Stock Finally Gets Its Due – for more details.
London to soon see first Waymo driverless ride-hailing vehicles
In the coming months, London will get its first Waymo driverless ride-hailing vehicles, the first European market for the Alphabet Inc (NASDAQ:GOOG) business. Testing will begin with a small fleet of its vehicles with human 'safety drivers', before a full launch next year, the company said on Wednesday.
Emerging Dangers That Can Derail Google
Alphabet (GOOGL) has faced setbacks in the past. Its stock fell by over 30% within a timeframe of fewer than 2 months in 2022, erasing billions in market capitalization and wiping out significant profits in one correction.
Google Cloud Could Be Alphabet's Next Game-Changing Opportunity
I rate Alphabet Inc. a Buy, driven by Google Cloud's transformation into a profitable, AI-powered growth engine. GOOG's full-stack integration—from custom AI chips to advanced models and ubiquitous software—creates a unique competitive moat among hyperscalers. The cloud segment's profitability, rapid revenue growth, and TPU efficiency edge position GOOG as a leader in enterprise AI adoption.
Alphabet Inc. (GOOG) Exceeds Market Returns: Some Facts to Consider
Alphabet Inc. (GOOG) closed the most recent trading day at $251.66, moving +2.22% from the previous trading session.
Amazon top idea in internet investing space, analysts also favor Alphabet, Meta
JP Morgan analysts remain bullish on Amazon.com Inc (NASDAQ:AMZN) and expect the company's Amazon Web Services (AWS) growth to accelerate during the second half of the year, driven by core cloud growth and AI led by Anthropic and Project Rainier. In a note to clients on Tuesday, the analysts also see Amazon benefitting from better-than-expected consumer spending, while viewing its valuation as being attractive on a price-to-earnings and free cash flow basis.
Google Pours Another $24 Billion Into AI. This Country Is the Major Beneficiary.
Google-owner Alphabet is expected to make capital expenditures of $82.2 billion this year, up from $52.5 billion last year, amid the AI boom.
