Alphabet Inc (GOOG)
OpenAI, Nvidia, Alphabet And More Sign AI Deal With Pentagon For Classified Military Use
This is a developing story.
A major shift could soon happen in the Mag 7
Quietly, shares of Google-parent Alphabet are on the verge of topping $5 trillion, and overtaking AI-leader Nvidia as the world's most valuable company.
Alphabet's TPU Move Changes The Entire Narrative
Alphabet is transitioning from AI beneficiary to AI infrastructure owner, notably through its TPU strategy, enhancing control over scaling economics. Cloud revenue grew 63% YoY with a $460B backlog, signaling robust demand but also execution risks if backlog conversion lags. Capex guidance of $180–190B reflects a long-term commitment to AI infrastructure, with potential margin pressure if revenue growth falters.
Did Nvidia Just Deliver a Breakout Fake-Out? Why Dip‑Buyers Should Welcome a Dip
It can be tough to chase breakout moments, especially if a consolidating stock has already dealt out a fake-out in the past year.
Alphabet hits a milestone as it closes in on Nvidia
Alphabet added a record $421 billion to its market cap as massive cloud growth and AI momentum sent shares soaring.
Alphabet's Quarter Didn't Just Impress, It May Be the Catalyst That Pushes the Stock to Lead the Mag 7 Higher
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) has cracked into a momentum regime that looks structurally difficult to derail, with shares pushing to $385 by the close on Thursday after the company delivered the kind of earnings beat that resets investor expectations for an entire year.
ETFs to Watch as Alphabet Rides Cloud Surge, Beats Estimates
Alphabet stuns with a 93% earnings beat as cloud and AI fuel growth, lifting shares and spotlighting ETFs with heavy exposure.
Alphabet's Google Cloud Growth Rate Accelerates: More Upside Ahead?
GOOGL's Cloud revenues surge 63% to roughly $20B on Gemini demand; AI product revenues rise nearly 800% and backlog above $460B fuels outlook.
Why Wall Street is punishing Meta but rewarding Google today
Yesterday, two of the biggest tech giants in the AI boom reported their latest earnings.
Google's Gemini AI assistant is hitting the road in millions of vehicles
Google announced on Thursday that it will begin rolling out Gemini to cars with Google built-in, marking a significant upgrade from the current Google Assistant. The move signals Google's push to bring more advanced, conversational AI into the driving experience.
If AI Is Doing 75% of Google's New Coding, the Stock Might Be Underpriced
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is breaking out to new highs after clocking in a fantastic quarterly earnings result that allowed it to “win” Wednesday's Super Bowl for earnings.
Google Stock Soars and Meta Stock Tumbles as Investors Digest Latest Big Tech Earnings
Big stock moves on Thursday followed big earnings beats out of Silicon Valley on Wednesday.
