Alphabet's cloud business just posted growth numbers that look more like a startup than a mega-cap, yet the stock still trades at a forward multiple that suggests the market hasn't noticed. Here's what the bears are missing.
OpenAI's advertising business is still tiny compared with Google Search, but D.A. Davidson analyst Gil Luria says the growth trajectory should have Alphabet investors paying attention.
Marvell Technology, Inc. is navigating a lack of conviction post-earnings even as its multi-year Google partnership signals a transformative revenue opportunity beyond its Amazon relationship. MRVL's valuation has reset from 70x to 40x forward earnings, reflecting high perceived execution risks and market skepticism on deal accretion timing. Yet, MRVL's expanding AI and data center exposure, including custom chips and XPU attach, positions it to challenge Broadcom's dominance in custom accelerators.
| IT Services Industry | Information Technology Sector | Sundar Pichai CEO | XSGO Exchange | - CUSIP |
| US Country | 190,820 Employees | 4 Sep 2026 Last Dividend | 18 Jul 2022 Last Split | 3 Apr 2014 IPO Date |
Alphabet Inc., the parent company of Google, operates on a global scale, extending its services across the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. Founded in 1998 and headquartered in Mountain View, California, Alphabet conducts its business through three primary segments: Google Services, Google Cloud, and Other Bets. The company's vast array of products and platforms is geared towards enhancing digital experiences for users worldwide, leveraging technology and innovation to remain at the forefront of the digital economy.
Google Services: This segment is the powerhouse behind Alphabet's diverse product offerings, including:
Google Cloud: This segment provides a plethora of cloud-based solutions including:
Other Bets: Alphabet's segment for ventures beyond its main internet services, focusing on sectors such as healthcare and providing specialized internet services.