Alphabet Inc. — News

Alphabet told investors to expect massive investments in data centers next year as well.

fool.com - 2026-07-28 23:23:30

Kimi K3 has reignited AI cost fears and has decimated tech stocks. However, the current carnage echoes the DeepSeek disruption of early 2025.

zacks.com - 2026-07-28 22:26:07

Wednesday will be another volatile session with big tech earnings and a Fed interest rate decision on deck.

zacks.com - 2026-07-28 15:16:13

Alphabet is rated a Buy, with AI-driven acceleration in both Google Services and Google Cloud fueling robust revenue and margin expansion. GOOGL projects mid-to-high teens CAGR through 2031, supported by strong operating cash flow and aggressive AI infrastructure investments. Google Cloud's 82% YoY growth is impressive, but Anthropic's $200B commitment introduces significant customer concentration risk.

seekingalpha.com - 2026-07-28 14:58:55

Two of the most respected value investors on the planet disclosed sharply larger Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) positions in their Q1 2026 13F filings, dated March 31 and filed May 15.

247wallst.com - 2026-07-28 14:52:10

Alphabet has delivered robust 24% YoY revenue growth, with cloud revenue up 82% and operating margins expanding. GOOGL's aggressive capex guidance—$200 billion by 2026—raises concerns, as FCF turned negative and equity dilution was required. Cloud and AI investments are driving significant top-line and margin growth, with TPU scaling and major commitments from Anthropic.

seekingalpha.com - 2026-07-28 12:52:34

Big Tech is in focus, as Microsoft MSFT+2.41%, Amazon.com AMZN+0.12%, Apple AAPL+0.86% and Meta Platforms META+0.19% report earnings this week. Wall Street will be looking closely at free cash flow, capital expenditures and growth.

marketwatch.com - 2026-07-28 12:52:00

"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term.

youtube.com - 2026-07-28 12:30:39

Investors are practically begging AI's big spenders to blink. Who will be first? Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing.

wsj.com - 2026-07-28 12:00:00

I bought more Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) the morning after the stock dropped 7.22% in a week, and I will buy more if it drops again.

247wallst.com - 2026-07-28 11:54:37

Alphabet's business is firing on all cylinders, but that doesn't seem to have been sufficient. Investors question whether Alphabet can generate enough returns on its massive capital expenditures.

fool.com - 2026-07-28 11:45:00

Jim Cramer just put a name on the action. In a post today, he wrote: “We are seeing a sea change based on one of the hyperscalers saying it will NOT increase capex or a realistic re-valuation of OpenAI DOWN so its credit may not be that good.

247wallst.com - 2026-07-28 11:31:10

Investors should focus more on earnings growth and less on capital expenditures, says Catalyst Funds' chief investment officer.

marketwatch.com - 2026-07-28 10:59:00

Investors want to see that the cloud giants are justifying their massive capex. Google just did that.

fool.com - 2026-07-28 10:26:30

Apple has spent a year on the AI sidelines while rivals raced ahead, and now it has one shot to prove the iPhone still matters in a world where software defines the winner.

247wallst.com - 2026-07-28 10:16:25

I keep buying Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction), and last weeks earnings gave me another reason to add.

247wallst.com - 2026-07-28 10:11:12

Alphabet's 2015 investment in SpaceX has been an incredible success.

fool.com - 2026-07-28 10:00:00

The social media company is reportedly considering not renewing its AI agreement with Google.

fool.com - 2026-07-28 09:27:50

GOOGL, CSCO and NET are benefiting from AI-driven cloud demand and enterprise digital transformation. See why investors are watching them before August.

zacks.com - 2026-07-28 09:16:12

Shares of Amazon, Meta and Microsoft tumbled after Alphabet hiked its 2026 capital expenditure forecast, even as the search company reported accelerating cloud growth. The other three hyperscalers are all set to report results this week.

cnbc.com - 2026-07-28 08:00:01

Alphabet has lagged the S&P 500 index since my previous Buy article. Even when excluding unrealized gains from its stake in Anthropic, Google had a very strong second quarter. Google continues to sport an AA+ S&P credit rating with a stable outlook.

seekingalpha.com - 2026-07-28 07:30:00

Is this the time to be greedy that Buffett talks about?

fool.com - 2026-07-28 06:45:00

Nvidia is leading today's AI boom. Alphabet has billions of users.

fool.com - 2026-07-28 05:15:00

Alphabet increased its capital spending target to roughly $200 billion for the year. Investors sold the stock on the news.

fool.com - 2026-07-28 04:30:00

We may still be in the early innings of the AI revolution, and these companies could be among the biggest winners.

fool.com - 2026-07-28 02:00:00

A decades-long crackdown on Google's business practices in Europe is entering a costly new phase, as the loss of the first case brought against it under new EU legislation opens the door to a wave of private lawsuits ​demanding up to $10 billion in damages.

reuters.com - 2026-07-28 01:01:51

Alphabet failed to impress investors with its incremental acceleration in revenue growth.

fool.com - 2026-07-27 20:41:44

A $10,000 investment in Alphabet 10 years ago would be worth about $84,000 today, a compound annual return of about 24%. The stock's price-to-earnings ratio of 16 is flattered by a $99 billion second-quarter gain on equity securities, mostly unrealized.

fool.com - 2026-07-27 20:41:00

I keep hitting the buy button on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) because the loudest bear case, the capex panic, is missing the receipts that came with the last earnings report.

247wallst.com - 2026-07-27 20:14:49

Tech companies are driving blowout results this earnings season. But investors aren't rewarding their stocks the way they usually do.

investopedia.com - 2026-07-27 18:21:14

Luke got the earnings right, but the timing wrong

investorplace.com - 2026-07-27 17:00:00

An untold number of Claude chats and Artifacts — the interactive mini apps and documents users can build inside Claude — were found publicly searchable on Google over the weekend, after Reddit users discovered that typing search operators like “site:claude.ai/share” into Google surfaced a long list of shared conversations. Some reportedly contained health records, private company documents, and the names and phone numbers of children.

techcrunch.com - 2026-07-27 16:19:42

Alphabet Inc. has defied fears over Search disruption, posting 17% YoY Search revenue growth and narrowing the AI gap with Gemini's rapid adoption. GOOGL's Cloud revenue surged 82% YoY, with operating margins expanding to 35.6%, and the company began monetizing TPU systems externally for the first time. Despite a negative quarterly free cash flow due to accelerated CapEx, Alphabet's robust balance sheet and diversified businesses support continued AI infrastructure investment.

seekingalpha.com - 2026-07-27 15:56:55

The demand for Alphabet's AI services is exceeding supply, so the company is quickly ramping up the deployment of additional AI infrastructure. Nvidia is on track to sell its latest generation Vera Rubin chip systems to Alphabet.

fool.com - 2026-07-27 15:33:00

I bought Alphabet (NASDAQ:GOOG | GOOG Price Prediction) again this morning, and I already know I will add more before the quarter closes.

247wallst.com - 2026-07-27 15:12:43

Alphabet Inc. delivered robust Q2 FY26 results, with 24% top-line growth and strong momentum in AI-driven Cloud and Services segments. Strong GOOG's Cloud business with enterprise AI adoption and surging user engagement across Search and YouTube with AI integration should drive top-line growth through FY26. Despite elevated R&D spending, operating leverage and improving cloud profitability should support margin in the quarters ahead.

seekingalpha.com - 2026-07-27 14:22:12

Investors crushed Google shares after the company reported higher-than-expected AI CAPEX spending guidance. However, there is much more to the story.

zacks.com - 2026-07-27 12:56:25

All eyes turn to big tech names this week: Apple, Amazon, Meta and Microsoft. Q2 S&P 500 profit growth currently stands at 37.9% with 27% of companies having reported. Potential earnings surprises this week: Illinois Tool Works, Xylem, Vulcan Materials, GoDaddy, and more.

seekingalpha.com - 2026-07-27 12:37:00

Marley Kayden discuses Alphabet (GOOGL) after Phillip Securities upgraded the stock to buy while lowering its price target to $425 from $450. She also examines Alphabet's self-driving unit, Waymo, and its options for expanding beyond its partnership with Uber Technologies (UBER).

youtube.com - 2026-07-27 11:30:00

Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) and Tesla (NASDAQ: TSLA) both reported Q2 results on July 22, 2026, and both got sold.

247wallst.com - 2026-07-27 11:02:52

Alphabet GOOGL shares rebounded on Monday after suffering a sharp selloff following last week's quarterly earnings, with several Wall Street brokerages maintaining bullish recommendations even as they trimmed price targets in response to the company's aggressive artificial intelligence investment plans. Shares of the Google parent rose nearly 3% at the market open, signalling that investors were buying the dip after last week's decline.

invezz.com - 2026-07-27 10:30:15

Explore how Alphabet's (GOOGL) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

zacks.com - 2026-07-27 10:28:50

GOOGL's Q2 beat and early AI monetization challenge worries over higher AI spending, as Cloud growth and Search demand point to stronger momentum.

zacks.com - 2026-07-27 10:28:33

Zacks.com users have recently been watching Alphabet (GOOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

zacks.com - 2026-07-27 10:06:28

Zacks.com users have recently been watching Alphabet (GOOGL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

zacks.com - 2026-07-27 10:06:12

On Monday, July 27, analysts from Phillip Securities revealed that their conviction in the stock of Google's parent company, Alphabet (NASDAQ: GOOGL), has increased relative to the previous note they issued to investors.

finbold.com - 2026-07-27 10:04:13

Steve Eisman, the investor who famously bet against the subprime mortgage bubble and host of The Real Eisman Playbook podcast, told CNBC on July 27, 2026 that he has exited a long-held position in Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) specifically to dial back his exposure to the artificial intelligence trade.

247wallst.com - 2026-07-27 10:03:45

I keep clicking buy on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction), and the July pullback only made me do it more.

247wallst.com - 2026-07-27 09:30:30

On CNBC's “Halftime Report Final Trades,” Bryn Talkington, managing partner of Requisite Capital Management, named Goldman Sachs Nasdaq-100 Premium Income ETF (NASDAQ:GPIQ) as her final trade.

benzinga.com - 2026-07-27 08:30:22

Before buying this Magnificent Seven stock, investors need to ask the right questions.

fool.com - 2026-07-27 08:00:00