Miller Global Investments LLC acquired 6,712 shares of Alphabet Inc. worth about $2.1 million in Q4, making it their 9th largest holding. Other institutional investors also increased stakes, reflecting strong interest in Alphabet despite mixed analyst ratings ranging from 'hold' to 'strong buy.' Alphabet reported solid earnings beating estimates and declared a quarterly dividend. Positive market sentiment is driven by Alphabet's AI advancements and product momentum, although concerns remain over high AI spending and valuation. Insider sales occurred but were small relative to total holdings. Overall, Alphabet shows operational strength and growth potential in AI and cloud services.
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...
