In Q1 2026, major investors split on Alphabet stock: Stanley Druckenmiller and Brad Gerstner sold their shares, while Berkshire Hathaway and Tiger Global increased or initiated positions. Alphabet reported a strong Q1 with earnings per share of $5.11, far surpassing estimates, driven by 22% revenue growth and a 63% increase in Google Cloud revenue. Despite concerns over high capital expenditure and reduced free cash flow, buyers see long-term value in Alphabet's expanding cloud backlog and AI investments. The stock trades at a reasonable forward P/E of 26, supported by strong analyst ratings, making it a potentially solid long-term investment despite near-term volatility.
SpaceX reported $4.9 billion in losses in 2025, driven mainly by its AI division, which includes the social media app X and xAI. Despite this, its Starlink satellite internet service generated $1.19 billion in operating profit in Q1 2026 and is expec...
Altimeter Capital, led by Brad Gerstner, fully exited its 519,290 shares in Alphabet in Q1 2026, shifting its investment to two new positions: 1.7 million shares in Arm Holdings and nearly 149,000 shares in Axon Enterprise. This move reflects a strat...
Google has filed a lawsuit against Outsider Enterprise, an alleged Chinese cybercrime network using AI to send scam texts impersonating Google and other brands. The group reportedly scammed hundreds of thousands of victims, causing losses estimated i...
The IPO market is seeing a shift from the traditional FAANG companies to a new group dubbed MANGOS, which includes Meta (or Microsoft), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Several of these companies are planning to go public soon, presenti...
Alphabet Inc. (GOOGL) continues to demonstrate robust revenue growth fueled by its leadership in cloud computing, data centers, and artificial intelligence markets. The company’s ventures into autonomous driving with Waymo and the expanding electric ...
