Alphabet Inc.'s 'TorchTPU' initiative aims to directly challenge Nvidia by making TPUs competitive in both hardware and software, with Meta as a key partner. The pending acquisition of Intersect is expected to secure critical energy and data center assets, supporting GOOG's AI and infrastructure ambitions. Despite a forward P/E rising from ~14x to 28x in 2025, I believe GOOG's growth prospects justify the premium valuation.
Samsung Electronics plans to double this year the number of its mobile devices with AI features powered by Google's Gemini, its co-CEO said, which would give the U.S. firm an edge over rivals as the global race in artificial intelligence hots up.
Marcus Bodet expects AI strength in 2026, including in sectors like infrastructure. He thinks M&A activity will pick up into the first half of next year, especially from hyperscalers like Meta Platforms (META) or Alphabet (GOOGL).
It's certainly going to be an interesting year ahead for mega-cap tech stocks. You know, the few companies that drive the vast majority of the overall market's return, growth, and earnings.
“YouTube has become television.” Stephen Kent thinks the whole media landscape could explode next year as the Street neglects the fact that YouTube is outcompeting streaming services.
A true living legend, Warren Buffett is known as the CEO of Berkshire Hathaway (NYSE:BRK-B) and a brilliant stock picker.
Alphabet (GOOGL) remains a top pick for 2026, having outperformed the S&P 500 by a wide margin since 2024. GOOGL's core ad business and YouTube are growing double digits, while Cloud revenue surged 34%, driving diversification and resilience. Favorable DOJ resolution and OpenAI's missteps have strengthened GOOGL's competitive position, with AI integration boosting user engagement and monetization.
ChatGPT stands as the biggest AI chatbot, but @LikeFolio's data shows a closing gap. Landon Swan says Alphabet's (GOOGL) Gemini grew over 300% year-over-year compared to GPT's 87%.
Alphabet remains one of the most strategically positioned companies in technology, combining dominant search economics, accelerating cloud momentum, and expanding AI-driven fundamentals.
Even after slipping mildly to end the year, shares of Alphabet (NASDAQ:GOOGL) are poised to close off 2025 as the most magnificent performer of the Magnificent Seven, with gains of around 65%.
Zacks.com users have recently been watching Alphabet (GOOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Recently, Zacks.com users have been paying close attention to Alphabet (GOOGL). This makes it worthwhile to examine what the stock has in store.