All articles tagged with #alphabet
Analyst Keithen Drury argues that in a market downturn, Microsoft, Alphabet, and Amazon are well-positioned to survive and rebound thanks to durable segments: Microsoft’s Office suite and cloud services should remain essential, Alphabet’s advertising will recover after a slowdown, and Amazon’s AWS cloud business provides durable revenue even as core commerce slows.
Nvidia still dominates AI compute with GPUs and faster growth, while Alphabet offers a niche TPU alternative and steadier, diversified cash flows from Google Cloud and other non‑AI businesses. Nvidia appears cheaper on forward earnings with higher upside, but Alphabet provides resilience and a balance of AI exposure; both are solid AI plays, with Nvidia carrying AI spending risk and Alphabet offering steadiness.
After a broad market pullback spurred by cautious Q4 results, the piece argues that Microsoft, Alphabet, and Amazon present a compelling buying opportunity. It notes Microsoft’s Azure cloud growth (39% in Q2 FY2026), Alphabet’s Google Cloud expansion (48% YoY) alongside AI leadership, and Amazon’s strength in AWS and advertising (14% companywide growth with ads up 23% YoY). With large 2026 capex plans for all three, near‑term spending concerns exist, but the articles contends that AI investments and long‑term AI-driven demand justify adding these giants to portfolios now.
The article argues Nvidia, Alphabet, and Taiwan Semiconductor (TSMC) are strong long‑term holdings due to AI-driven data‑center demand, escalating capex by leading tech players, and solid fundamentals with attractive relative valuations, supporting a buy‑and‑hold strategy despite overall market volatility.
A market outlook piece argues three catalysts could help stocks beat the S&P 500 in 2026: Alphabet (GOOGL/GOOG) propelled by Google Cloud backlog growth and AI initiatives like Gemini 3.0; BeOne Medicines (ONC) with Brukinsa’s continued uptake and potential regulatory milestones for sonrotoclax and BGB-16673; and Rhythm Pharmaceuticals (RYTM) amid an FDA decision on Imcivree for acquired hypothalamic obesity (by March 20, 2026) plus additional Phase 3 data and other developments in 2026.
Alphabet sold $20 billion in a multi-tranche bond issue and is weighing a sterling debut that could include a 100-year note, part of a broader rush by AI hyperscalers to fund aggressive data-center expansion. Analysts see U.S. corporate bond issuance climbing to about $2.46 trillion in 2026, with hyperscaler debt driving much of the activity this year, following recent large bonds from Oracle, Meta, and others.
Alphabet beat Q4 estimates but warned that 2026 capex will surge to $175-185 billion to fuel AI, effectively backing the AI infrastructure boom that benefits Nvidia’s data-center GPUs; its partnership with Nvidia includes early access to the Vera Rubin platform, underscoring how hyperscalers’ AI spending sustains demand for Nvidia hardware even as stock rallies wobble. Meta’s similar capex trend also reflects the broader AI investment cycle driving Nvidia’s growth prospects.
Alphabet released its earnings after the market closed, with investors awaiting the results and guidance to gauge the company’s near-term trajectory.
Alphabet posted solid fourth-quarter results, with Google Cloud revenue up 48% year over year and margins improving, but it forecast 2026 capital expenditures of $175–$185 billion—far above consensus around $115 billion—indicating a heavy investment push into cloud/AI that pressured the stock.
Alphabet topped estimates but guided 2026 capex at $175–$185B, sending shares lower after hours; AMD tumbled about 17% on weak Q1 guidance, dragging AI names and weighing tech stocks. Major indices were mostly lower (Nasdaq/S&P 500 down) with the Dow modestly up. Other headlines included Panama’s port license ruling, U.S. plans mineral price floors with Mexico/EU/Japan, and ongoing policy discussions affecting markets.
Alphabet’s Q4 2025 revenue is expected around $111.4B, with cloud-margin expansion aiding profitability amid ad resilience; Amazon’s Q4 revenue is seen near $211.6B, supported by a strong online retail performance and a rising North America retail margin (~8.5%), while higher CapEx and AI-related cost dynamics keep cloud and AI bets as key risk and potential stock catalysts.
TipRanks notes Alphabet (GOOG) landed a street-high $400 price target ahead of its Q4 report, with Jefferies' Brent Thill saying AI leadership and solid fundamentals could propel shares higher even as the stock trades at a premium; Buy ratings prevail, and cloud/AI catalysts, along with ad momentum, point to upside into 2026.
Alphabet is set to report Q4 results after the bell with consensus revenue around $104.75 billion and EPS about $2.62, as analysts highlight Gemini AI momentum and potential monetization from Genie 3; optimism is buoyed by AI strength across Search, Ads and Cloud, with several firms raising price targets and investors watching Alphabet's AI investments (Waymo, SpaceX) and its role in major indexes and ETFs.
Waymo, Alphabet’s self-driving-car unit, raised $16 billion at a roughly $126 billion valuation to accelerate global expansion, including rolling out the service in 20+ cities and advancing road testing, as rivals and ride-hail partners intensify the competitive landscape.
Alphabet is backing a $16 billion funding round that values Waymo at about $110 billion, more than doubling the company’s valuation and signaling Alphabet’s strong confidence in the self-driving unit. The round is led by Alphabet with participation from Sequoia Capital, Dragoneer, DST Global, Andreessen Horowitz and Mubadala. Waymo says it has completed over 20 million rides and logged 125 million autonomous miles and expects to hit 1 million paid rides per week later this year across cities like San Francisco, Los Angeles, Phoenix and Miami, with testing in London and Tokyo. Waymo’s Level 4 driverless tech relies on cameras, lidar, and detailed maps, contrasting Tesla’s Level 2 approach. The funding underscores Alphabet’s central role in Waymo’s growth and comes ahead of Alphabet’s earnings call.