Alphabet's last decade minted fortunes for patient investors, but a bruising earnings selloff just reset the clock. Whether the next six years repeat that wealth-building run depends on three growth engines that…
Vandita Jadeja Alphabet shares just dropped double digits after earnings, but Google Cloud's backlog and AI usage tell a very different story about where this company is headed over the next five years.
Vandita Jadeja Alphabet just shed half a trillion dollars in market value after a single earnings report, but the numbers driving that collapse tell a more complicated story than Wall Street's reaction suggests.
Google is pouring hundreds of billions into AI infrastructure while its stock barely budges, and a growing chorus of analysts thinks the market is badly mispricing what comes next. The gap between…
Vandita Jadeja A recently divorced masseuse in Silicon Valley needed work and took a part-time gig at a scrappy little startup. What she quietly slipped into her contract before signing changed everything.
France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is…
The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough…
Alphabet shares have dropped nearly 8% in a week just as its cloud business is accelerating at a historic pace, and that gap between price and momentum raises a question worth examining…
Andy Jassy just put a public deadline on a plan that could pull customers away from NVIDIA, but the terms Amazon left unspoken may matter more than the ones it announced.
Microsoft holds more cash than most countries, yet it just lined up to borrow from bond markets for the first time in nearly a decade. The reason reveals something uncomfortable about what…
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…
