Alphabet is expected to receive a timely upgrade due to its renewed AI-driven growth momentum and strategic moves like an $85 billion secondary offering and Berkshire Hathaway's $10 billion stake. These developments highlight Alphabet's key role in the expanding AI infrastructure market, especially as it competes to gain share from Nvidia. Its growing cloud and chip businesses, supported by partnerships such as with Anthropic, position it well to capture AI inferencing market share. Despite some risks and high valuations, Alphabet shows signs of stabilizing around $350, making it an attractive opportunity for investors to consider increasing their positions.
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...
