GOOGL - Alphabet Inc.
Alphabet remains a Buy with a $399 base-case price target, reflecting its robust AI distribution moat and resilient operating margins. Recent high-profile DeepMind departures are a temporary setback, not a structural threat; GOOGL's innovation pipeline and scale remain intact. Q1 saw Google Cloud revenue grow 63% y/y to $20B, with backlog doubling to $460B, underscoring surging demand and strong execution.
Alphabet continues recovering from a corrective low while testing a pivotal resistance zone that could determine whether the longer-term bullish trend resumes or another pullback develops.
Andrew Graham doesn't see fatigue hitting the AI space. He believes the issue investors have is a "performance gap" between hyperscalers and semiconductors.
Gil Luria, Head of Technology Research at D.A.
The project pipeline for data centers in North America increased by 4% in June from May, with hyperscalers driving the growth.
Jim Cramer used his July 9 Mad Money segment to identify what he evidently sees as a crucial structural advantage in artificial intelligence: distribution across Apple‘s (NASDAQ:AAPL | AAPL Price Prediction) ecosystem.
Investors are no longer paying a premium for Berkshire Hathaway (NYSE:BRK) (NYSE:BRK) shares since Warren Buffett stepped down as CEO. Freedom Capital Markets Chief Market Strategist Jay Woods tells Benzinga new CEO Greg Abel is putting his stamp on the company and changing things up, which could pay off long term for shareholders.
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) has quietly become one of the most compelling risk/reward setups in mega-cap tech.
Alphabet is the newest addition to the Dow Jones Industrial Average, replacing Verizon Communications. Most Dow components are stocks that demonstrate consistent earnings growth and pay dividends.
The ChatGPT developer's recent model beats releases from Elon Musk's SpaceX and Alphabet's Google on Artificial Analysis's intelligence ranking.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
AMZN, GOOGL, CSCO, NET and PLTR are five cloud computing stocks positioned to benefit from AI-driven expanding data center growth in 2H 2026.
Small-cap stocks have outperformed in 2026 so far, but it could be just the beginning.
A rare bacterium turned up in Cheyenne wastewater months before the public learned about it, and now Congress wants Meta to explain what happened inside its $800 million Wyoming data center and where the contaminated water went next.
Britain on Friday designated cloud service providers Microsoft, Google, Amazon and Oracle as 'critical third parties', bringing them under direct regulatory oversight to protect the country's financial system.
OpenAI and Google have confirmed that they supplied advanced artificial intelligence services to Singapore-based subsidiaries of Alibaba, Baidu, and Tencent, companies that the US government has accused of having links to China's military. The disclosures have renewed debate over whether Washington should tighten export controls on advanced AI models in addition to restrictions on semiconductor exports.
Aimen Moten moved to the US hoping to eventually land a tech job. A strategic job search helped her land a Google software engineering role.
Greg Abel may have taken over as CEO, but he's not the only one making key investment decisions at Berkshire Hathaway. Berkshire's positions in DaVita and SiriusXM, reportedly selected by Ted Weschler, who manages a portion of the portfolio, have outperformed so far in 2026.
AI leadership is about getting products into users' hands, not just building the smartest model, and Alphabet has the widest distribution network. Alphabet's control of chips, Google Cloud, AI models, Search, Android, and YouTube gives it a unique advantage in turning its AI spending into profits.
Google is rolling out a new feature aimed at helping people understand when an ad they're seeing was made using AI technology.