Alphabet Inc (GOOG)
Alphabet: The AI CapEx Shock That Will Widen The Moat
Alphabet remains a buy, supported by robust sales and margin expansion despite its surging AI-driven CapEx. Q4 revenues grew 18% to $113.8B, with Google Cloud up 48% and operating leverage sharply improving. Our base case price target is $385.21 (24% upside). The valuation reflects stronger 2026–2027 EBITDA and recurring revenue growth.
The AI Chip War You Didn't See Coming
The growing competition between Google and Nvidia, Anthropic makes nice with software and AI is powering trade-secret theft.
Google's new 1.9GW clean energy deal includes massive 100-hour battery
Google announced Tuesday that it will build a data center in Minnesota that's backed by 1.9 gigawatts of clean power, including a massive 300-megawatt battery made by startup Form Energy.
Google Alum Raises $500M to Compete With Nvidia
AI chip startup MatX has raised more than $500 million in a new funding round to produce hardware that competes with Nvidia. CEO Reiner Pope discusses what the funding will be used for and how its AI chips are different from rivals with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
Xcel Energy to power new Google data center in Minnesota
Xcel Energy said on Tuesday it will power a new Google data center in Pine Island, Minnesota, bringing 1,900 megawatts of new clean energy to the grid.
Why analysts see Alphabet stock surging over 20% ahead
Alphabet stock traded lower on Monday, in line with broader market weakness, as investors continued to assess the company's aggressive artificial intelligence investment plans. The parent company of Google and YouTube has delivered strong gains over the past year.
Billionaire David Tepper Just Loaded Up On These Tech Stocks
It is the 13F season, where investors get a sneak peek into where billionaires are putting their money.
Alphabet: Don't Let The CapEx Scare You Away From A $240B Backlog
Alphabet is executing at record levels, with 2025 revenue surpassing $400 billion and accelerating growth across core segments. GOOG's 48% cloud revenue surge and $240 billion backlog justify its $175–$185 billion CapEx plan for 2026, driven by enterprise AI demand. Despite a 29x P/E multiple, GOOG trades at the S&P 500 average yet delivers superior 18% revenue growth and 32% ROIC.
Alphabet: SpaceX IPO, 100-Year Bond, And My New Understanding Of Its Moat
Alphabet delivered a double beat in FQ4, but updated CAPEX guidance for 2026 caused market concerns. These concerns are short-sighted. GOOG's investment in SpaceX and 100-year bond offering illustrates its long-term moat: a dual-track strategy combining robust current income and high-risk bets.
Billionaire Value Investor Seth Klarman Sold Alphabet and Bought This Outstanding AI Stock Instead
Seth Klarman focuses on undervalued and contrarian companies to buy and hold. He cut his fund's stake in Alphabet by more than 40% last quarter, after the stock zoomed higher on a flurry of good news.
The Best Stocks to Invest $50,000 in Right Now
Both of these powerful tech giants have user bases that are measured in the billions, which support their network effects. Impressive sales growth leads to huge profits and free cash flows, enabling them to invest aggressively in AI capabilities.
Billionaire Stanley Druckenmiller Still Isn't Buying Nvidia. But He Recently Picked Up Shares of This AI Stock That's Among the Cheapest of the Magnificent Seven.
Druckenmiller is a former Nvidia shareholder -- he sold all of his shares in 2024. At that time, he said he would consider returning to Nvidia at the right price.
