Alphabet's Two Down Gaps Are Screaming 'Buy'

10:03am, Monday, 06'th Apr 2026
Alphabet offers a compelling risk/reward setup after a 20% pullback driven by capex and AI-spend fears, not fundamentals. GOOGL's fundamentals remain robust: 18% revenue growth, 31% EPS growth, 48% cl
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Amazon, Microsoft and Alphabet's Google have each recently abandoned construction of multibillion-dollar data centers over community opposition and now the companies ​are coming under shareholder pr
Google parent Alphabet's AI opportunities are still exciting. MercadoLibre's sell-off is overdone.
Druckenmiller, a former hedge fund manager with an incredible track record, sold Sandisk and bought Alphabet in the fourth quarter.
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
SpaceX is aiming to raise as much as $75 billion at a valuation of $2 trillion in its IPO. Alphabet was an early investor in SpaceX and stands to gain more than $100 billion.
Companies that were expecting cheaper capital to fund their AI investing efforts might now have to operate with greater efficiency. Higher-for-longer interest rates could pressure market sentiment, wh

Wall Street Week Ahead

06:42am, Sunday, 05'th Apr 2026
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Alphabet has emerged as an artificial intelligence (AI) leader. Google Cloud's growth justifies its massive capital expenditures.
Pershing Square Capital Management bought shares in these three dominant tech titans when their valuations became too attractive to ignore. With products and services that register robust demand and u

1 Reason I'm Never Selling Alphabet Stock

06:07am, Saturday, 04'th Apr 2026
It's the thing that has led it from being a laggard in AI to one of the likely biggest winners.

Did Alphabet Just Say Checkmate to Micron?

03:15am, Saturday, 04'th Apr 2026
Micron is a key memory supplier. Memory capacity was a bottleneck in the AI supply chain.
Nvidia's already impressive revenue growth rate accelerated in the company's most recent quarter. Alphabet's rapidly expanding cloud computing and advertising businesses provide broad-based growth and
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