Have a look at Alphabet’s (NASDAQ: GOOG | GOOG Price Prediction) results. Maybe adding AI wasn’t such a good idea. When Google launched AI in its search function, its engineers wrote, “We’re…
Douglas A. McIntyre Google Cloud's profit roughly tripled and revenue hit record highs, yet Alphabet shareholders watched hundreds of billions in paper value vanish after hours. One number buried in the earnings report explains why…
Alphabet shares have quietly slipped far enough below their highs that a specific valuation gap has opened up, and the cloud growth numbers behind it tell a story most investors are not…
Bank of America clients are fleeing communication services stocks at a pace not seen since the sector existed, and the fund most exposed to the fallout just broke below a critical price…
Alphabet's cloud business is accelerating faster than any hyperscaler rival while the stock sits 21% below its 52-week high, and that disconnect between fundamentals and price is exactly where the bull case…
Deutsche Bank's top macro researcher flagged a single date on the calendar as the market's historical autumn floor, and stocks moved exactly as the pattern predicted. Whether the Fed, oil above $113,…
OpenAI reportedly buying Google's custom AI chips would quietly shift leverage in one of the most lucrative vendor relationships in tech, and the fallout for NVIDIA's pricing power and Alphabet's chip ambitions…
For anyone holding Tesla (NASDAQ:TSLA | TSLA Price Prediction), the key question is what happens if Elon Musk’s two largest companies become one. The stock closed up 4% at $407 on Tuesday.…
Alphabet just posted its fastest cloud growth in years, yet its stock trades at a fraction of what rivals command. Whether that gap is a rare opportunity or a warning sign depends…
AI valuations are on the march. Meta (NASDAQ: META | META Price Prediction) has already shot itself in the foot by saying it would need significant funding to be among the AI…
Alphabet just posted its biggest Cloud growth quarter yet while the stock sits more than 20% below its highs, but the bear case risks are real enough to give even bulls pause.…
A single share of stock with no economic value will hand Anthropic's seven co-founders permanent majority voting control the moment the company goes public, and the mechanism buried in its S-1 is…
Alphabet shares sit roughly 21% below their 52-week high even as Google Cloud posts explosive growth and its backlog swells to half a trillion dollars. Whether that gap represents a rare buying…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction, NASDAQ:GOOG) reports third-quarter results after the close on Wednesday, October 28. Google Cloud’s backlog stands at $514 billion, and 2026 CapEx guidance runs $195 billion to…
A UBS portfolio manager sees three technology waves pushing stocks far beyond Wall Street's consensus, but his bullish case runs straight through two more Fed rate hikes that most investors are not…
