Alphabet's stock has fallen nearly 19% in a month, yet some investors continue buying due to its strong position in Search, Cloud, and AI. Institutional investors are rotating towards quality stocks after recent market volatility, with Alphabet benefiting from accelerating Google Cloud revenue and growing search traffic. Despite concerns over negative free cash flow and heavy capital spending, Alphabet's operating income and cloud profits show strength. The stock trades at a reasonable valuation, making it attractive for long-term investors seeking quality exposure amid market uncertainty.
Alphabet's stock price at USD 290.90 as of Nov 10, 2026, remains closer to its 52-week low of USD 273.49 than its high of USD 402.62, highlighting the recent pullback despite a 2.15% gain in the last day on Pluang. With a market cap of $3.50 trillion and a dividend yield of 0.31%, Alphabet continues to attract investors looking for quality exposure amid market rotations. The typical hold time of 88 days on Pluang suggests moderate investor confidence in the stock's medium-term prospects.
Broadcom, known for building custom AI chips used by OpenAI and Google, has seen its stock dip in 2026 but is poised for a strong comeback in 2027. The company expects to double its AI revenue to $115 billion and analysts forecast a 67% rise in earni...
A potential moratorium on AI development poses valuation risks, but much of the downside is already reflected in major AI and hyperscaler stocks. Analyst James Foord models three scenarios—Gridlock, Patchwork, and National Moratorium—finding a modest...
Following a sharp rise in market volatility after the midterm elections, investors are seeking safe, reliable companies, with Microsoft standing out due to its strong cloud, productivity, and AI offerings. The company reported accelerating growth wit...
Google has introduced two new versions of its proprietary AI chips designed to handle sensitive data and large workloads. This move comes as Nvidia, the current market leader in AI hardware, faces scrutiny due to an investigation into its CEO Jensen ...
JPMorgan updated its top internet stock picks, adding Meta Platforms and Amazon while removing Alphabet from its focus list. Meta's ad revenue growth, driven by AI improvements, outpaces Google Search, with expectations to surpass it in Q4 2026. Amaz...
