Alphabet Inc (GOOG)
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.
An Inference Tsunami May Be Coming for Google Cloud
Alphabet (NASDAQ:GOOG) stock is officially in correction territory after falling in sympathy with many of its heavy-spending peers in the Magnificent Seven.
Google debuts $499 Pixel 10a
Google on Wednesday introduced its latest entry-level Pixel smartphone. The $499 Pixel 10a launches with new AI software capabilities and minor hardware updates.
Billionaire David Tepper Goes Big on Micron, Meta, and Alphabet in AI All-In
It's 13F season when Wall Street funds release their holdings. One of the most widely followed 13F reports is David Tepper's Appaloosa Management.
Wall Street Breakfast Podcast: Japan Sends $36B Flowing Into U.S. Energy
Japan commits $36B to U.S. oil, gas, and minerals, with SoftBank's SB Energy leading the Portsmouth Powered Land Project in Ohio. YouTube (GOOG, GOOGL) resolves major global outage affecting recommendations.
Google announces I/O developer conference where AI glasses could be rolled out
Alphabet said its Google I/O developer conference will be held May 19 and 20. The company is expected to launch its first smart glasses in 2026.
The ‘English Warren Buffett' Just Dumped Half His Alphabet Stake
Terry Smith, the founder and CEO of Fundsmith , is often dubbed the “English Warren Buffett” for his value-oriented investing style focused on high-quality companies with strong returns on capital.
Is Google Stock Ready For Another Rally?
Google stock has surged over 60% in the last twelve months, fueled primarily by the aggressive integration of Gemini AI across its search and cloud ecosystems.
Google (GOOGL) Cloud Revenue Just Surged 48% And May Have Delivered Knockout Blow To OpenAI
Summary: Our AI Investor Podcasts have been counting down the 12 trends that AI investors should be watching in 2026.
Alphabet's Pullback: A Second Chance for Long-Term Investors?
Alphabet NASDAQ: GOOGL has been one of the strongest performers among mega-cap technology peers over the past year, climbing more than 68% heading into the Feb. 12 session. That strength has been fueled by AI leadership, consistent earnings beats, and accelerating growth across cloud and advertising.
From OpenAI to Google, India hosts global AI summit
Top executives from global AI giants will join several world leaders in New Delhi this week for a major artificial intelligence summit, at a time when India is trying to lure more investment in the industry.
