Alphabet's technology is best-in-class. Alphabet has massive cash flow to finance its quantum computing investments.
Google is going nuclear
Google and NextEra plan to restart the Duane Arnold Energy Center by 2029 to supply carbon-free power to Google's AI operations. U.S. electricity use hit a record in 2024, driven by AI and data center
Alphabet is becoming one of the most dominant companies in tech. UiPath's recent collaborations could help it re-accelerate growth.
U.S. utility NextEra Energy and Alphabet's Google have singed a power supply deal, which would help restart the Duane Arnold nuclear plant in Iowa.

Previewing the "Fab Five" from Mag 7 Earnings

03:41pm, Monday, 27'th Oct 2025
Stephanie Walter and Mark Gibbens join The Watch List panel to help preview this week's slate of Mag 7 earnings names. Stephanie points to the A.I.

Why Alphabet Stock Is Jumping Today

03:21pm, Monday, 27'th Oct 2025
Two high-profile investment firms raised their price targets on Alphabet stock today. Alphabet and NextEra Energy announced a new partnership today.
Alphabet's shares rose this quarter, partly driven by the resolution of a major regulatory overhang. Prosus's valuation has historically been dominated by its largest holding, Tencent. The Brookfield
GOOGL's third-quarter 2025 results are expected to benefit from solid momentum in Search and Cloud businesses.
Google's custom chips are expected to drive growth for its cloud business and Broadcom's AI revenue, a Melius analyst says.
The image featured for this article is © Drew Angerer/ Getty Images News via Getty Images

Alphabet: Too Far, Too Fast (Rating Downgrade)

08:00am, Monday, 27'th Oct 2025
With Google stock surging into the mid-$200s, its relative discount to Mag-7 peers and long-term risk/reward have compressed significantly. While this week's earnings report is expected to show health
Alphabet and Microsoft have both outperformed the S&P 500 over 5-year periods, demonstrating strong risk-reward profiles. GOOGL offers a slightly better valuation and higher growth rates, with a lower
Google just announced a new breakthrough with its Willow quantum chip. Pure-play quantum stocks fell on the news.
Alphabet has significant investments in AST Spacemobile, Planet Labs, and Metsera. All three stocks have soared by at least 120% so far in 2025.
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