Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman k
YouTube could be a bigger part of Google's revenue flywheel than Wall Street analysts have thought. Google stock has advanced 27% in 2026.

Is Google Stock The New Alpha?

07:15am, Friday, 15'th May 2026
Google (GOOGL) stock is currently trading close to $402. With an anticipated 2026 EPS of $14.22, the stock exhibits a forward P/E ratio of 28x.
Alphabet has raised 576.5 billion yen ($3.6 billion) through its first-ever yen-denominated bond sale, marking the largest bond issuance in Japanese currency by a foreign company, according to a term
Alphabet Inc. (GOOGL) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript

NVIDIA Robs All of Big Tech. Except Apple

02:39pm, Thursday, 14'th May 2026
Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company's income statement.
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) and Alphabet (NASDAQ: GOOG) both reported on
A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond in
The AI power infrastructure trade is no longer a side bet. Two deals from the first week of May 2026 confirm that the $725 billion AI buildout runs on land, grid access, and energy storage.
On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually.
In January 2007, Steve Jobs walked onstage at Macworld and detonated the mobile strategy of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction).
Good Morning Traders!
The US-based site, whose operators were fined £950,000 by Ofcom, appears in Google's search results and can be accessed in UK
Google's AI has come a long way since last year's software conference.
Qualcomm and MediaTek battle for Agentic AI dominance. See how the Dimensity 9400 and Snapdragon 8 Elite are reshaping the premium market.
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