GOOGL news sentiment

Alphabet at $343 Is The Same Classic Tech Bargain It Always Was

Quick Read GOOGL's 11th straight EPS beat featured 82% Cloud growth and a $460 billion backlog, yet the stock trades at a forward P/E of just 17. GOOGL trades at a trailing P/E of 18 versus MSFT's 28, while 58 of 64 analysts rate it Buy toward a $428 consensus target. Free cash flow turned negative, long-term debt nearly doubled to $98 billion, and 2026 capex is guided to $175 to $185 billion. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) At $343.80, Alphabet (N

Why Is Alphabet (GOOGL) Facing 3,000 Youth Lawsuits As Earnings Influence Grows?

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Alphabet (NasdaqGS:GOOGL) faces more than 3,000 youth addiction lawsuits in US federal court after a key ruling denied dismissal efforts by major social media companies. The court decision leaves Google and peers exposed to potential legal findings on platform design and user harm, with possible knock-on effects for future regulation. FactSet data shows Alphabet has had an outsized impact on S&P 500 earnings growth this quar

Alphabet Invested $900 Million Into SpaceX Back in 2015 -- Here's What That Stake Is Worth Now

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) was founded in 2015 as the parent company of Google. Since then, it has been a fantastic stock. Powered by its leading digital advertising business and a fast-growing cloud computing segment, the tech leader has posted significantly above-average returns. But one move Google made in 2015, before being absorbed into Alphabet, also deserves some attention. The company invested $900 million in Space Exploration Technologies (NASDAQ: SPCX), which recently broke the record for the largest IPO in history. Here's how that investment has worked out.Image source:

Microsoft, Amazon, Micron and Alphabet are part of Zacks Earnings Preview

For Immediate Release Chicago, IL – August 10, 2026 – Zacks.com releases the list of companies likely to issue earnings surprises. This week's list includes Microsoft MSFT, Amazon AMZN, Micron MU and Alphabet GOOGL. Q2 Earnings: Robust Results & Positive Revisions Validate Fundamentals The Q2 earnings season continues to validate our constructive view on corporate fundamentals. Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and future quarters. Crucially, these favorable revision patterns are not a new development; they extend a tailwind that has been building for nearly a year. Historically, these upward adjustments were tightly concentrated in Technology and, more recently, Energy, following Middle East supply disruptions. However, for Q3 2026, the constructive estimate revisions have broadened significantly, rising across 8 of the 16 Zacks sectors—including Transportation, Finance, Aerospace, Industrials, Utilities, and Construction, alongside Tech

Alphabet's Higher AI Spending Could Boost These ETFs

Alphabet GOOGL is raising the stakes in the artificial intelligence (AI) race. The company increased its 2026 capital expenditure guidance to $195-$205 billion from the $180-$190 billion given during the second-quarter earnings release, per The Motley Fool as quoted on Yahoo Finance. GOOGL's AI Spending Takes Center Stage Alphabet's decision to raise its capital expenditure outlook highlights the enormous amount of investment required to expand AI capabilities. The spending is expected to support data centers, networking infrastructure, advanced computing systems and other AI-related technologies. The company's aggressive investment in data centers and AI infrastructure has already placed pressure on its cash flow. Amid this, Alphabet is preparing to raise as much as $25 billion through a U.S. investment-grade bond offering. The company reportedly posted a negative free cash flow of $5.86 billion in the second quarter, which was its first quarterly cash-flow deficit since its 2004 initial public offering (IPO), according to bloomingbit. AI Data Center Spending Boosts Chip Demand Higher spending on data centers typically translates to greater demand for GPUs, memory chips, networkin

Is Alphabet (GOOGL) Still One of the Best AI Stocks to Own?

Brown Advisory, an investment management company, released its "Brown Advisory Global Leaders Strategy" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, which returned 14.9%. The relative weakness was driven mainly by underexposure to semiconductors and technology hardware, while software, cloud services, and financial holdings also weighed on performance. The strategy benefited from holdings in areas tied to AI infrastructure, with semiconductor exposure and AI-related investments gaining from strong demand. Looking ahead, Brown Advisory sees an attractive environment for active stock-picking, with its ready-to-buy list at its highest level since the COVID-19 period and an estimated 12%-13% average five-year base-case IRR, while maintaining a focus on quality, valuation discipline, and long-term cash-flow generation. In addition, please check the Fund's top five holdings to know its best picks in 2026. In its second-quarter 2026 investor letter, Brown Advisory Global Leaders Strate

Alphabet's Cloud Computing Business Just Posted 82% Revenue Growth. Next Quarter Could Be Even Better.

The amount of money being spent on AI compute was plainly evident in Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) second-quarter earnings report. The company is bringing in huge amounts of revenue from its cloud computing division, and it's spending even more. Overall, cloud computing revenue climbed 82% year over year last quarter. That marks the fifth consecutive quarter of accelerating revenue growth for the segment, and I expect Alphabet to make it six straight quarters when it reports again in three months. Here's why that's so important for investors. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »Image source: The Motley Fool. Can Alphabet's cloud computing revenue keep accelerating? Alphabet's cloud computing revenue reached $24.8 billion last quarter. That's a run rate of $99 billion. Meanwhile, the company reported a backlog of $514 billion for the division, with approximately half of that set to be received over the next two years. That translates to an

Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet.

Artificial intelligence (AI) has become the defining force reshaping cloud computing, with platforms from Microsoft Azure, Amazon Web Services (AWS), and Google Cloud embedding generative models, custom accelerators, and agentic tools directly into their ecosystems. These hyperscalers compete not only on storage and compute, but also on how AI can be deployed at enterprise scale. Although Google Cloud trails its rivals in overall market share, the platform's trajectory stands apart: Sustained acceleration far outpaces other industry leaders, providing clear validation for Alphabet's (NASDAQ: GOOGL) (NASDAQ: GOOG) aggressive capital expenditure (capex) plans. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »Alphabet CEO Sundar Pichai. Image source: Alphabet. Breaking down Google Cloud's explosive growth During the second quarter, Google Cloud revenue reached $24.8 billion -- up 82% year over year. Operating income more than tripled to $8.8 billion, lifting the seg

Google Cloud’s Taiwan Launch Hints at Alphabet’s (GOOGL) Next Growth Phase

On August 7, Google Cloud switched on Google Security Operations in its new Taiwan Region, giving local banks, hospitals and chipmakers an AI-powered defense platform they can run without sending sensitive data offshore. It's a small announcement next to Alphabet's (NASDAQ:GOOGL) roughly $4.6 trillion market value, but it captures why investors are paying attention. Alphabet keeps turning AI into products regulated industries will pay to run on their own terms, and that pattern shows up across the business.Google Cloud's Taiwan Launch Hints at Alphabet's (GOOGL) Next Growth Phase Bull Case: A Cloud And Chip Engine Firing Together The Taiwan launch fits a broader push. Google Cloud revenue jumped 82% to $24.8 billion last quarter, and the segment's operating margin climbed from 20.7% to 35.6% over the same stretch, proof that scale is finally showing up in profit, not just growth. Part of that strength comes from a business model that doesn't depend on who wins the AI race. Anthropic pays Google Cloud for computing power even while competing against Alphabet's own models, and that kind of recurring usage revenue keeps flowing regardless of which lab's chatbot wins. Alphabet is also

Alphabet Stock Could Soar as It Targets the $300 Billion AI Chip Market Dominated by Nvidia