Alphabet Inc. continues to be a strong buy despite near-term challenges such as a $920 million monthly data center bill from SpaceX starting in October and regulatory uncertainties. Flexible contract terms and strong demand for its Cloud services help mitigate long-term risks. However, a permit freeze in Texas threatens Alphabet's $40 billion data center expansion, which could delay Cloud margin recovery if capacity growth slows. The upcoming holiday season will test Alphabet's UCP checkout adoption, which if strong, could boost advertising prices and Search revenue.
As of Sep 25, 2026 19:21 WIB, Alphabet Inc. (GOOG) trades at USD 340.19 on Pluang, showing a modest 0.35% gain in the last day. The stock's market cap stands at $4.17 trillion, reflecting its substantial presence in the media sector. Buy orders dominate at 82%, indicating strong investor interest despite the challenges noted in the news. The typical hold time on Pluang is 136 days, suggesting a medium-term investment horizon among users.
Anthropic reported a 50% revenue growth quarter over quarter, reaching $16.8 billion, with projections suggesting its 2027 revenue could surpass $100 billion. This rapid expansion positions Anthropic as a major player in AI, potentially valuing its I...
Alphabet, Google's parent company, will announce its Q3 earnings on October 28. Shares have been mostly flat over the past month and have declined about 2% since the previous update before the Q2 results. The outlook remains positive due to Alphabet'...
Google reported strong revenue growth with a 24.2% increase to $119.80B and an 82% rise in Google Cloud revenue to $24.77B. However, heavy AI-related capital spending doubled capex to $44.92B, causing free cash flow to drop to -$5.86B and long-term d...
Anthropic announced it achieved adjusted profitability in the third quarter with $16.8 billion in revenue, signaling strong financial progress ahead of its expected IPO by year-end. The AI startup's IPO could significantly impact its major investors,...
Google has introduced Gemini 4 Argon, its latest AI assistant model, available globally to Google AI Pro and Ultra subscribers. This model supports complex workflows like analyzing financial reports, creating presentations, and building 3D models. Go...
