Alphabet Inc (GOOG)
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.
Alphabet Printed The Best Hyperscaler Quarter, And The Market Still Found A Reason To Sell
In my view, Alphabet delivered the best hyperscaler results in Q4, with Google Cloud revenue up 48% yoy and operating margin expanding to 30.1%. Notably, Alphabet was the only hyperscaler showing both cloud margin expansion vs. the same quarter last year, driven by in-house TPUs, notably the 7th Gen Ironwood. The near-term overhang is CapEx. Alphabet guided $175–$185B in 2026 (vs. $91.4B in 2025), above the $115B consensus, and with the Street's FCF models showing only $24B this year.
Nvidia Earnings Loom: A Closer Look at the Mag 7 Earnings Picture
Sentiment on the Magnificent 7 and software stocks has been very negative lately, resulting in significant underperformance from these groups. The perceived headwinds for these stocks are tied to developments in the artificial intelligence space, though the nature of those AI connections is different.
Alphabet Stock Climbs as Friday's Trump Tariff Ruling Lifts Digital-Advertising Shares
Companies that sell advertising were among Friday's gainers after the Supreme Court struck down most of President Donald Trump's tariffs.
Google Is Exploring Ways to Use Its Financial Might to Take On Nvidia
As more AI companies consider Google's chips, the company wants to use deals with external partners to expand the potential market.
Alphabet Inc. (GOOG) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Alphabet (GOOG). This makes it worthwhile to examine what the stock has in store.
Alphabet Inc. (GOOGL) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Alphabet (GOOGL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Three Silicon Valley engineers charged with stealing Google trade secrets for Iran
Three engineers based in San Jose, California, have reportedly been indicted on charges of stealing trade secrets from Google and other technology companies and passing sensitive data to Iran. According to US press reports, Samaneh Ghandali, 41, her sister Soroor Ghandali, 32, and Mohammadjavad Khosravi, 40, who is Samaneh's husband, were arrested on Thursday and appeared in federal court the same day.
Three Silicon Valley engineers charged with stealing Google trade secrets and sending data to Iran
Three Silicon Valley engineers were indicted for allegedly sending trade secrets to Iran. Personal devices linked to the defendants were allegedly used to search for methods to delete communications.
Artisan Select Equity Fund Q4 2025 Portfolio Activity
The semiconductor business is notoriously cyclical. In the past, the boom times led to overcapacity and periods of poor performance. Our top-performing stocks this quarter were Samsung, Alphabet and Lam Research Corp. Our worst performers were Meta, Progressive and Universal Music.
Alphabet: Gemini And Google Cloud Put Company In The AI Revolution's Pantheon
Alphabet Inc. is upgraded to Strong Buy, with a $440 base case price target, reflecting robust AI-driven growth and strong Q4 results. GOOGL's search and cloud segments delivered record growth, with AI tools acting as catalysts, not cannibalizers, for core businesses. Gemini has evolved into a full AI platform, driving user and enterprise adoption, while serving costs dropped 78% in 2025, supporting margins.
Alphabet Is Doing Well Under CEO Sundar Pichai
Alphabet Inc. delivered strong Q4 '25 results, with robust AI-driven growth across Search, YouTube, and Cloud under Sundar Pichai's leadership. Substantial capex increases—projected to nearly double in 2026—pose free cash flow risks if growth investments underperform expectations. AI leadership, cloud profitability, and strategic partnerships with Apple and others position GOOGL well, but future volatility may create better entry points.
