Alphabet Inc. has successfully expanded its cloud, TPU, and AI businesses, leading to a robust multi-year revenue backlog of $242.8 billion for fiscal year 2025, a 160.5% increase year-over-year. Its core services, Google Search and YouTube, continue to dominate globally, enhanced by AI integration that strengthens their market share. The recent stock price correction has improved Alphabet's risk/reward profile, offering a cheaper price-to-earnings ratio of about 25x and significant upside potential toward a long-term price target of $388.20. The company’s strong cash flow and balance sheet support a large capital expenditure plan of $180 billion for fiscal year 2026, alongside ongoing share repurchases. Analysts recommend buying GOOG, especially near the $270 range or 200-day moving averages, to maximize safety and returns.
Netlist has prompted the US International Trade Commission (ITC) to investigate Samsung and its customers Google, Supermicro, Nvidia, and Broadcom for allegedly infringing two Netlist patents related to Samsung's high-bandwidth memory and DDR5 memory...
In June, Google maintained steady user growth with 2.2 billion daily active users, while AI competitors Claude and Gemini saw sharp increases, growing 9% and 7% respectively. Gemini added the most daily users, gaining 8 million, followed by ChatGPT a...
The market is expected to stay stable and range-bound during the summer doldrums, with limited movement after struggling to surpass previous highs. Hyperscaler capital expenditures (capex) are anticipated to be the main driver for stock performance, ...
Google's parent company Alphabet is increasing its investment in artificial intelligence, which has supported strong business results despite a 7% decline in its shares over the past month. The company is expected to report its Q2 earnings on July 22...
Mark Lanier won a landmark $6 million verdict against Meta and Google, proving their platforms were designed to be addictive and harmful to children's mental health. The case, led by a young plaintiff named Kaley, exposed internal documents showing d...
