The AI Bubble That Isn’t

08:27am, Thursday, 09'th Apr 2026
I've been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep coming back to the same question: is this a bubble, or is this something different? T
The Broadcom/Google deal announced this week signals a structural shift in AI infrastructure competition.
Alphabet is firing on all cylinders with excellent performance across its various businesses. Analysts estimate that revenue growth will accelerate next year.
Alphabet's Google Cloud operating income more than doubled year over year in Q4. Management says AI features in Search are increasing usage, not cannibalizing it.

The Best Way to Invest in SpaceX Before Its IPO

08:29pm, Wednesday, 08'th Apr 2026
SpaceX could be larger than nearly every company on the public market. Alphabet may or may not hold onto its stake in SpaceX following the IPO.
Custom chips give Google more compute power to deploy, an analyst notes.
Nvidia and Broadcom will have to provide more computing units to handle the coming workloads created by the use of AI agents. Alphabet just released its best agentic AI model to date.
Investors should examine the potential benefits of this spending before panicking over its scope.
Logan Gilland believes Apple's (AAPL) decision to temporarily stay on the sidelines of the AI trade is a smart one. While other Mag 7 giants spend hundreds of billions on buildout, Logan expects the i
Billionaire manager David Tepper has a great track record of making successful investments. The payoff is still coming for the AI hyperscalers, and Tepper is positioning himself accordingly.
Meta is debuting its first major AI model since the costly hiring of Scale AI's Alexandr Wang nine months ago. CNBC's Julia Boorstin has the details.
Google and DoorDash on Wednesday expanded drone deliveries into part of Atlanta, marking the fifth market of their partnership.
The era of “one-size-fits-all” tech dominance is fracturing; in early 2026, the once-monolithic “Magnificent Seven” have split into a lopsided race. While Meta and Alphabet continue to scale n

Why Alphabet Stock Was Moving Higher Today

12:20pm, Wednesday, 08'th Apr 2026
Tech stocks soared in response to the ceasefire as investors returned to risk assets. Alphabet doesn't have direct exposure to oil prices, but it is sensitive to the strength of the global economy.
It's hard to tell what can get those stalled shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) going again.
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