Alphabet runs Google Search, YouTube, a growing cloud business, and artificial intelligence research, and attention on the company has grown.

Each company stands to benefit from booming cloud growth in its own way.

Sundar Pichai Reported Alphabet's Cloud Revenue Grew 82% to $24.8 Billion Last Quarter, With the Gemini App Reaching 950 Million Monthly Users. Is Google Cloud Becoming a Bigger Growth Driver…

Microsoft Corporation (NASDAQ:MSFT) and Alphabet Inc. (NASDAQ:GOOGL) compete for enterprise computing budgets, but buying their shares also means financing the servers behind those services. At the October 7 close, Microsoft cost about 59 times trailing free cash flow, against Alphabet’s 80 times. Alphabet’s faster cloud growth therefore comes with a higher price for cash left […]

Google is rolling out new Gemini 4 models to staff ahead of a public release. The latest is called Carbon, and staff are loving it.

Price-action only: Alphabet Inc. (GOOGL) movements set the tone for institutional models. How Alphabet Inc. (GOOGL) Affects Rotational Strategy Timing

Alphabet unveiled its Gemini agent for enterprise AI, prompting a TD Cowen price target hike to $485, as GOOGL trades near $348, still within its multi-month range below its 52-week high.

Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here. The fund delivered +14.4% net return (unaudited) in Q3 2026, significantly outperforming the S&P 500’s +2.3%. The cumulative gross and net returns from inception (1 Oct 2024) were +28.9% and +21.4%, respectively, versus +36.1% for the […]

Alphabet Inc. (NASDAQ:GOOGL) could “eat OpenAI’s lunch” by offering cheaper artificial intelligence through its existing products, potentially undermining the ChatGPT maker’s business, according to Georgetown University computer science professor Cal Newport. Speaking on the Prof G Markets podcast Friday, Newport...