Alphabet and Amazon both showed strong cloud growth and heavy AI investments in Q2, with Alphabet's cloud revenue up 82% and AWS growing 37%. Alphabet controls its entire AI stack—from models to chips to distribution—while Amazon rents AI models through its Bedrock platform. Alphabet trades at a lower price-to-earnings multiple (15x) compared to Amazon (35x) despite faster growth, making it a more attractive long-term investment. Watch Alphabet's cash flow and stock buyback for signs of financial stability amid heavy spending.
The article highlights a choice between Alphabet and Amazon for long-term holding, noting Alphabet's faster growth and lower valuation. On Pluang as of Oct 15, 2026 18:11 WIB, Alphabet (GOOGL) trades at USD 344.78 with a slight 0.82% decline and a market cap of $4.23 trillion. Amazon (AMZN) is priced at USD 248.85, down 2.06% for the day, with a market cap of $2.74 trillion. Typical hold times differ, with Amazon investors holding longer at 127 days compared to Alphabet's 86 days.
Jio Platforms, India's largest telecom operator backed by Meta and Google, will raise up to 302 billion rupees ($3.2 billion) through an IPO from October 21 to 23. The company plans to sell 270 million shares priced between 1,065 and 1,119 rupees eac...
Anthropic reported a 45% increase in third-quarter revenue, reaching $16.8 billion, up from $11.6 billion in Q2 and $4.7 billion in Q1. The company, backed by Google and Amazon, is preparing for an IPO expected after the November midterm elections, a...
UBS raised Alphabet's price target to $380, reflecting confidence in its AI expansion and strong revenue performance. Alphabet is advancing its AI strategy by providing European researchers access to advanced AI models through Google DeepMind and Goo...
Marvell Technology is experiencing rapid growth driven by its AI custom silicon business, highlighted by a $120 billion deal with Google's parent company over six years. The company's fiscal 2027 revenue rose 36.55% to $2.739 billion, with data cente...
Leverage Shares by Themes is launching the MGOL ETF on October 14, 2026, offering investors access to six leading technology and AI companies: Meta, Anthropic, NVIDIA, Alphabet, OpenAI, and SpaceX, collectively called the MANGOS Companies. This activ...
