Alphabet Inc. maintains a Strong Buy rating despite a recent post-earnings stock drop and negative free cash flow caused by increased capital expenditures. The company's cloud revenue surged 82% year-over-year, with a backlog of $514 billion, half of which is expected to convert within two years, supporting long-term growth. Capital expenditure guidance has risen to $195 billion–$205 billion, leading to negative free cash flow and a suspension of share buybacks, though funding risks are mitigated by Berkshire Hathaway's support. The stock remains attractively valued with a forward P/E of 16.68, and expectations for free cash flow margin normalization and strong revenue growth through 2029.
Relay, an AI-powered workflow automation tool launched in 2021, is shutting down, with paid access ending September 14 and free access already closed. Founder and CEO Jacob Bank, who previously worked at Google, is joining Google's Chrome team as VP ...
Alphabet reported negative free cash flow for the first time due to soaring capital expenditures, which are expected to reach $200 billion this year and possibly $300 billion next year. The company has raised over $50 billion in long-term debt and pl...
Amazon's custom silicon business, now generating over $25 billion annually and growing at triple-digit rates, is a major but underappreciated part of its AWS cloud operations. Key products like Trainium2 and Graviton power AI workloads for clients in...
In Q2 2026, major investors including Stanley Druckenmiller, Seth Klarman, David Tepper, Dan Loeb, and Berkshire Hathaway all increased their stakes in Alphabet, signaling strong confidence in the company. Berkshire Hathaway notably added over 24 mil...
Microsoft and Alphabet reported strong cloud revenue growth, with Microsoft’s Azure hitting $100 billion annual revenue and Google Cloud growing 82%. Both companies invest heavily in AI infrastructure, but Microsoft maintains positive free cash flow ...
