Alphabet Inc (GOOG)
Alphabet: The $462B Backlog Crushed The Bear Case, But At 30x P/E I'm Trimming To Buy
Alphabet delivered a strong double beat with Q1 revenue up 21.8% Y/Y and GAAP EPS of $5.11. GOOG's cloud backlog surged to $462B, cloud margins expanded to 32.9%, and AI-driven efficiencies lowered costs by over 30%. CapEx guidance increased to $195B for 2026, but robust backlog and expanding cloud margins mitigate margin risk concerns.
SpaceX IPO: 2 AI stocks that stand to benefit big time
SpaceX's confidential S-1 filing sets the stage for a historic initial public offering. Targeting a valuation between $1.75 trillion and $2 trillion, a sharp premium to recent $800 billion private tenders, the aerospace manufacturer aims to raise roughly $75 billion.
Warren Buffett's Berkshire Hathaway Just More Than Tripled Its Stake in Alphabet
Cash is suddenly king again on Wall Street.
Alphabet's YouTube CEO Touts AI, Creators and TV as Growth Flywheel
YouTube CEO Neal Mohan said the Alphabet NASDAQ: GOOG video platform is continuing to lean on creators, subscriptions, connected TV and artificial intelligence as the core drivers of its business, while emphasizing that the company's overall strategy has remained consistent even as the media industry changes rapidly.
I quit Google at 55 after 18 years. I felt pressure to adopt AI too quickly — it was like I aged out of the company.
Matt Lowrie quit Google after 18 years, after feeling pressured to adopt AI at work too suddenly. He struggled to trust the technology or find joy in using it to code.
A Gemini-Fueled Fitbit Could Be the Muscle That Google's Smart Glasses Need
Commentary: Trying out Google's new Gemini-powered Fitbit makes me wonder if this is the killer companion for Google's upcoming glasses. I bet it will be.
Empty Waymo cars are converging on one Atlanta cul-de-sac. No one can explain why
A normally quiet Atlanta neighborhood has suddenly found itself flooded with traffic early in the mornings. It's not tourists.
Bill Ackman says Alphabet stake sale not a bet against the company
Billionaire investor Bill Ackman said on Saturday that the sale of Google parent Alphabet's shares was not a bet against the company.
YouTube, Snap settle school district's social media addiction claims
Alphabet's YouTube and Snap have reached settlements in the first case set for trial in litigation seeking to force social media platforms to cover the costs school districts incur to combat a youth mental health crisis they say the companies fueled.
Google Could Limit New Gmail Accounts to Only 5GB of Free Storage
A report suggests that Google's 15GB free tier is at risk as the company tests a lower 5GB cap for new sign-ups.
Google's Glasses Are On Their Way This Year: Here's What to Expect
Google should be ready to tell us more about a whole range of smart glasses to compete with Meta. Here's what we know already.
6.7% AA2 Bond Yield From Alphabet, But There Is A Catch
Alphabet's long term bonds offer an eye-catching 6.7% yield. GOOG's free cash flow has turned negative due to aggressive AI and cloud capex, with buybacks still high relative to cash generation. We examine the specifics of this bond and why it might appeal to a tiny minority of investors.
