Alphabet's Q2 2026 results highlight rapid growth in Google Cloud, with revenue up 82% and a backlog exceeding $514 billion, surpassing its entire 2025 revenue. This shift from search dominance to cloud and AI services is fueling strong stock performance, with a 24/7 Wall St. price target of $504.76, implying over 50% upside. Despite risks like rising capital expenditures and negative free cash flow, Alphabet's cloud growth outpaces competitors Microsoft and Amazon, making it a compelling buy for investors focused on future tech expansion.
Alphabet's stock price on Pluang is USD 343.48 as of Sep 17, 2026 19:12 WIB, trading below its 52-week high of USD 399.06 but well above the low of USD 237.49. The stock has gained 1.21% in the last day, reflecting ongoing investor interest despite a nearly even split in buy and sell orders (47% buy vs. 53% sell). This contrasts with its massive market cap of $4.17 trillion, underscoring the scale of Alphabet's presence in the tech sector as it shifts focus from search to cloud and AI services.
Google's cloud business grew 82% in Q2 2026, outpacing rivals like Microsoft, Meta, and Amazon, while trading at a relatively low P/E of 14. Despite recent stock price pullbacks, strong fundamentals including a $514 billion backlog and widespread Gem...
OpenAI, Anthropic, and Google DeepMind have been working together for weeks to address AI safety risks, as revealed by OpenAI's global policy chief Chris Lehane. This collaboration follows a call by Anthropic's CEO Dario Amodei to slow the developmen...
Alphabet's stock is undervalued with a 50% upside potential, trading at a low P/E of 17 despite rapid growth, especially in its Cloud segment which grew 82% year-over-year with a $514 billion backlog. The company reported strong Q2 2026 earnings, bea...
In Q2 2026, Baron Global Opportunity Fund's Institutional Shares gained 26.7%, significantly outperforming the MSCI ACWI Index's 14.9% rise. The fund initiated five new positions including Alphabet and Samsung Electronics, and increased holdings in s...
AI infrastructure investments are growing faster than revenue, causing major tech companies like Broadcom to face negative free cash flow and increased debt. Despite strong AI revenue growth, Broadcom struggles with margin compression and supply cons...
