Alphabet Inc (GOOG)
Alphabet's Strong Growth Is Set To Continue, But A Downgrade Might Not Be Far Off
Alphabet (GOOG) remains a very soft 'buy' as robust growth in revenue, profits, and cash flow continues. GOOG's Google Cloud segment is the primary growth engine, with Q1 2026 revenue up to $20.03B and margins rising to 32.94%. Massive capital investments—$180–$190B planned this year—are driving backlog above $460B and supporting future expansion.
Alphabet is the top holding of this five-star fund that is also finding 240% gains in the ‘unsexy' side of the AI buildout
Moving across market caps has kept the Chase Growth Fund agile and one step ahead of the S&P 500.
Alphabet: The A-Z AI Play Set To Profit From The Whole Industry
Alphabet (GOOG) is a premier AI play, excelling in both software and hardware, with near-unmatched synergy and adoption across the industry. GOOG's financials are exceptional: Q1 2026 revenue up 22% to $109.8B, net income up 81%, and net margin at 37.9%, far outpacing peers. Strategic wins include Google Gemini's rapid LLM market share gains and pivotal partnerships with Apple and Anthropic, reinforcing GOOG's AI ecosystem.
Google Is Betting Its Entire Future on AI. Will It Pay Off?
Commentary: Between Android 17 and the new Googlebooks, Gemini is the new Google.
Google Just Took Another Step Toward the AI-First Smartphone
The latest Android update gives Gemini more control over your apps and tasks. It could be the start of a wider shift in how we use our phones.
Alphabet: Time To Take Some Chips Off The Table
Alphabet Inc. delivered exceptional Q1 results, with 22% YoY revenue growth and significant margin expansion across core businesses. GOOGL's Google Cloud revenue surged 63% YoY, with operating margins rising 1510 bps YoY and Cloud RPO doubling sequentially to $467.6 billion. Valuation now appears stretched at 28x forward P/E, with SOTP and investee stakes suggesting that the stock is fairly valued near current levels.
SpaceX and Google may become even more tightly linked through this far-out venture
The companies are reportedly in discussions over potential space-based data centers.
Report: Google and SpaceX in talks to put data centers into orbit
Google and SpaceX are in talks to launch orbital data centers in space, reports The Wall Street Journal, citing sources familiar with the matter.
Google And SpaceX Could Team Up For Orbital Data Center Project, Report Says
This is a developing story. Check back for updates.
Everything Google announced at its Android Show, from Googlebooks to vibe-coded widgets
At Google's virtual “Android Show: I/O Edition” event on Tuesday, the tech giant announced a series of upcoming updates and features, including improved Gemini Intelligence features, new hardware called Googlebooks, and other Android improvements, like vibe-coded widgets, Gemini in Chrome, and new emoji.
Google brings agentic AI and vibe-coded widgets to Android
Google announced a number of new Gemini Intelligence-branded AI features at its “Android Show: I/O Edition” event on Tuesday. These include the ability for AI to complete tasks across apps, browse the web, fill out forms, dictate speech, and even allow you to vibe-code your own Android widgets.
Google launches new Android security feature to help uncover spyware attacks
Google is rolling out a new opt-in feature in Android that aims to help security researchers investigate spyware attacks.
