Does the search giant's cloud growth (and the spending required to support it) justify buying shares today?
Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) remains the dominant force in search and digital advertising, holding approximately 90% of the global search engine market share and capturing over 85% of search ...
Alphabet delivered a record $102.3B Q3 revenue and 35% EPS growth, converting massive topline momentum into expanding profitability. Google Cloud surged 34% to $15.2B, supported by a $155B backlog and ...
Alphabet trades at 31.6 times trailing P/E. The company leads in AI chips with TPUs and Gemini 3.0. CEO Sundar Pichai compared quantum computing today to where AI was five years ago. It sounds nuts, ...
Alphabet has spent most of its life being treated as a proxy for the health of online advertising. That lens no longer fits. Investors are now paying a premium for Alphabet as if it were a pure ...
Investors are beginning to appreciate Alphabet's position in the artificial intelligence landscape. The company is benefiting greatly from strong demand in its cloud segment and the successful launch ...
Google’s stock surged 64% year-to-date as investors repriced it from ad company to AI leader. Its EV/EBIT multiple expanded to 23x from multi-year lows. Google Cloud grew 34% year-over-year to $15.2B ...