Alphabet Inc (GOOG)
Alphabet Going After OpenAI Complex's Lunch (Rating Upgrade)
Alphabet's Google delivered a stunning Q1 CY26 result, with Google Cloud revenue surging 63% y/y to $20B and backlog nearly doubling to $460B. Google's multi-dimensional enterprise AI strategy—spanning chips, models, and applications—is driving rapid share gains against the OpenAI complex. One way, this is showing is in Google's Gemini Enterprise where paid subscriptions grew 40% q/q, slightly ahead of my estimation for OpenAI's sequential growth rate in paid subs.
Google is now a glorified venture-capital fund thanks to its SpaceX and Anthropic stakes
Google's first-quarter earnings report reflected its position as an artificial-intelligence winner — and as a savvy investor.
Alphabet Q1 2026 Earnings: Stratospheric Heights In Performance And Expectations
Alphabet's revenue growth has accelerated for five consecutive quarters. Except for Google Network business, which is increasingly irrelevant, every part of the Alphabet business is humming right now. Despite growing at an incredible ~19% in 1Q'26, Google Search still continued to lose share in the digital advertising industry. Google Services operating margin reached a new peak at 45.3%. Given that incremental margins continue to be 60%+, I wouldn't be surprised if margins continue to expand here.
Google Photos' New AI Tool Will Help You Picture Yourself in All Your Clothes
The Google Photos wardrobe feature uses AI to scan your camera roll and create a digital version of your closet.
Why These 3 Red Hot Tech Stocks Keep Climbing
Several stocks have seen increased interest as of late, including Micron MU, Alphabet GOOGL, and SanDisk SNDK. Given the recent spike in interest, let's take a closer look at how each presently stacks up and what's been driving the positivity behind each.
Alphabet Takes the Spotlight Among Mag 7 Hyperscalers
At a pivotal moment, when the AI boom is being defined by the hyperscale race, Alphabet's cloud growth was dramatically stronger than Microsoft's and Amazon's.
Compute is destiny. Google just proved it.
A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here.
Wall Street Roundup: Tech Reports
Alphabet (GOOG/GOOGL) and Meta (META) diverged post-earnings, with Alphabet up 10% and Meta down 9%, reflecting investor confidence in Alphabet's AI strategy and ROI. Apple (AAPL) delivered strong earnings, with iPhone revenue up 22% and services up 16%, but future upside hinges on new product innovation and AI potential.
Google Stock Growth Collides With The Rising Cost Of AI
The real story for Alphabet (GOOGL) stock is not reflected in its headline 22% revenue growth or its 82% jump in earnings per share. Beneath the noise of Wall Street beats, the data points to a fundamental tension between rapid artificial intelligence growth and the substantial capital needed to support it.
Alphabet is winning the AI revolution. Here's how Mike Khouw is trading it
The takeaway could not have been clearer: Alphabet isn't just surviving the AI revolution — in many ways, it's leading it.
Here's Why Alphabet (GOOGL) is a Strong Momentum Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Google, SpaceX and OpenAI are being tapped to make the U.S. an ‘AI-first fighting force'
Those companies, along with four others, have agreed to make their AI available for classified use by the Pentagon.
