Alphabet's stock fell 12.3% after its Q3 results showed weaker-than-expected Search revenue and operating income. Despite this, the company's cloud revenue doubled with strong operating margins, and a large backlog supports future growth. The stock now trades near a conservative intrinsic value estimate of $272 to $337 per share, offering a margin of safety. Key risks include rising capital expenditures, equity dilution, uncertain Search ad pricing, and upcoming valuations of Anthropic and SpaceX.
Alphabet's stock is trading at USD 278.22 on Pluang, down 1.45% as of Oct 31, 2026 11:01 WIB. The stock remains well below its 52-week high of USD 399.06, with a market cap of $3.48 trillion and a typical hold time of 138 days among Pluang investors.
Intel, Alphabet (Google), Amazon, and Reddit have revealed challenges to the optimistic AI and large language model (LLM) growth narrative. Intel faces declining revenues, margin pressure, and high capital expenditure, trading at unsustainable valuat...
Alphabet Inc. maintains a Strong Buy rating even after a 17% decline in its stock price since the last coverage, supported by solid core growth drivers. Search growth slowed to 12%, with AI-related queries currently monetizing less than traditional s...
Alphabet's Google Cloud revenue surged 103% to $30.7 billion with operating margins expanding to 36.2%, signaling strong growth and profitability. Meanwhile, overall search revenue grew 12% to $63.3 billion, though AI monetization slowed growth compa...
Alphabet and Microsoft both fell short of their AI capital expenditure expectations for Q3, signaling a slowdown in AI infrastructure investment. Caterpillar's 22% inventory rise suggests overproduction, reinforcing the thesis of a cooling AI capex m...
Waymo will start testing autonomous Toyota bZ4X electric vehicles in Japan next year as part of a partnership to supply EVs for robotaxi services in markets like Japan and the U.K. Toyota will manufacture the 2027 bZ4X models and integrate Waymo's se...
