Alphabet (GOOG) continues to be rated a soft 'buy' due to strong growth in revenue, profits, and cash flow, primarily driven by its Google Cloud segment. In Q1 2026, Google Cloud revenue reached $20.03 billion with margins improving to 32.94%. The company is investing heavily, planning $180–$190 billion in capital expenditures this year, which supports a backlog exceeding $460 billion and future expansion. The current valuation is seen as fair for a high-quality leader, though a 10% price increase could lead to a downgrade to 'hold'.
Micron Technology's stock surged nearly 9 times in a year, driven by strong demand and supply constraints for high-bandwidth memory (HBM) chips vital for AI data centers. The company secured long-term contracts through 2026 with major tech firms inve...
Rigetti Computing faces financial challenges with a $6.34 billion market cap but only $7.09 million projected revenue for 2025, declining 34% year over year, and operating losses despite a recent accounting profit. The company warns that fault-tolera...
Alphabet, Google's parent company, reported a robust Q1 2026 with revenue up 22% to $109.8 billion and net income soaring 81%, driven by its leadership in AI software and hardware. Key strategic wins include rapid market share gains by Google Gemini ...
Alphabet Inc. reported a strong first quarter with 22% year-over-year revenue growth and significant margin expansion across its core businesses. Google Cloud revenue surged 63% year-over-year, with operating margins improving by 1510 basis points an...
Isomorphic Labs, a startup spun out of Google and led by DeepMind CEO Demis Hassabis, has raised $2.1 billion in a Series B funding round. The company aims to accelerate drug discovery using artificial intelligence. Thrive Capital led the investment,...
