Alphabet (GOOG) is reaffirmed as a Buy, with a price target raised to $332, driven by robust AI and cloud growth. Alphabet's $40B Texas data center investment highlights management's commitment to ...
Alphabet's strong revenue growth in Google Services and Cloud, driven by major partnerships, justifies my continued STRONG BUY rating despite high CAPEX. AI investments are not fueling a bubble; ...
A jaw-dropping 2026 capex budget highlights just what could be at stake in the AI race.
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Alphabet draws dotcom bubble comparisons despite oversubscribed £1B 100-year bond
Alphabet sold bonds that don’t mature until 2126, and got way more interest than it needed. The deal brought in almost ten ...
Nearly a month ago, we explained the true positioning of Alphabet/Google, running the Control-as-a-Service (CaaS) business model. Despite the steady degradation of its core service – Google search – ...
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