Alphabet Inc. has been upgraded to a Buy rating due to a significant drop in its valuation after entering a rare bear market. While legal challenges from a major social media lawsuit mainly affect YouTube, which accounts for about 10% of Google's revenue, these risks are not seen as alarming. The company's rapidly expanding Cloud and Gemini AI businesses are now key drivers of growth, balancing out near-term concerns around YouTube. Despite increased spending on AI, Alphabet's advancements in AI hardware and software position it as a leader, with expectations for improved profit margins as monetization grows. This positive outlook has led to renewed confidence in Alphabet's stock as a buying opportunity.
In 2026, Alphabet has delivered outstanding returns over one, three, and five years, contrasting with struggles faced by other hyperscalers. The semiconductor sector remains highly cyclical, impacting both business performance and stock prices. A com...
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
Following a five-year antitrust lawsuit by Epic Games, Google will let Android users in the US download third-party apps directly from the Google Play Store starting July 22. This change comes after a court ruling that found Google's Play Store pract...
Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endor...
Google has announced its biggest solar power and battery storage purchase, investing in a project in Arkansas that will generate enough electricity to meet about 6% of the state's peak demand. The project, developed with Cypress Creek Energy, will ad...
