Alphabet Inc (GOOG)
Internet Giants ETF Cuts Meta and Alphabet in Rebalance
Key Takeaways OGIG capped Meta and Alphabet at 6%, down from 7.37% and 7.25% respectively. The fund added Synopsys and Constellation Software while dropping nine holdings including The Trade Desk.
Did Alphabet Just End the AI Memory Boom?
Memory stocks got hammered this week after Google dropped a research paper that has investors questioning the entire thesis for the AI-driven memory bull run. Alphabet's ( GOOGL ) Google Research group published details on Tuesday of a new compression algorithm called TurboQuant, and the fallout was swift.
No, Alphabet Won't 'DeepSeek' Micron, Sandisk
Micron Technology, Inc. and Sandisk Corporation remain Strong Buys despite Alphabet Google TurboQuant's memory optimization announcement triggering a sharp sell-off. TurboQuant's efficiency gains target inference costs and memory usage, but do not fundamentally alter the robust, structural demand for DRAM and NAND flash. Recent price normalization in DRAM is unrelated to TurboQuant and presents an appealing entry point for investors seeking exposure to MU and SNDK.
Alphabet Just Crashed The Memory Trade: Sandisk Looks Like The Winner (Upgrade)
TurboQuant cuts KV-cache needs by at least 6x for HBM/DRAM during AI inference, but it does not reduce persistent SSD storage demand. Therefore, Sandisk Corporation's NAND thesis remains intact. The recent double-digit drop looks tied to headlines, risk-off trading, and memory industry beta, while the Street's revenue and EPS estimates for the next four years remain unchanged. I'm bullish as SNDK's AI storage story still looks early, with datacenter revenue only 15% of total sales despite 64% sequential growth and 76% YOY growth in the last quarter.
Alphabet: I'm Finally Getting Very Excited Again (Upgrade)
It's now finally time for me to upgrade Alphabet Inc. to Buy, as its valuation has come down significantly, after entering a rare bear market. Legal headwinds from the recent social media landmark suit primarily impact YouTube, which represents only about 10% of Google's revenue. Some concerns, but not alarming for me. GOOGL's rapidly growing Cloud and Gemini AI businesses are now central to its growth thesis, offsetting near-term YouTube risks.
Alphabet Inc. (GOOG) is Attracting Investor Attention: Here is What You Should Know
Alphabet (GOOG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Alphabet Inc. (GOOGL) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Alphabet (GOOGL). This makes it worthwhile to examine what the stock has in store.
Alphabet Faces A New Gating Factor In The AI Selloff
Google faces new headline risk after a jury found it liable for the first time in a social media addiction case, setting a precedent for similar litigation still pending. The potential for resulting regulatory-driven platform changes introduces a new layer of risk for Google, compounding current market concerns about the broader tech industry's uncertain AI investment returns. However, the anticipated impact on Google's broader monetization model appears contained and unlikely to materially disrupt its current advertising moat.
Alphabet: 18% Off Its High, It's A Buy, Just Not An Easy One (Rating Upgrade)
Alphabet earns a cautious Buy, balancing strong AI-driven growth with valuation and CapEx concerns. GOOGL's revenue grew 15.1% in 2025, with Search up 17% and Google Cloud expanding market share to 14%. Gemini and Google Cloud are accelerating, driving upward revisions in revenue and EPS estimates for 2026–2028.
Verdicts against Meta, YouTube could be a turning point, expert says
A landmark California verdict that found the social media company Meta and video-sharing service YouTube liable for the depression and mental health challenges of a young woman could be "the beginning of a tidal wave," a social media expert said.
Why the Verdict Against Meta and YouTube Could Change Social Media
In a landmark case, a jury found Meta and YouTube guilty of creating products that were addictive. Ryan Mac explains the outcome and what it could mean for tech companies going forward.
Alphabet Relies on AI to Boost Search Growth: More Upside Ahead?
GOOGL's AI-powered Search gains traction as Gemini upgrades boost engagement, but rising competition from Microsoft and Baidu could challenge its dominance.
