Alphabet fell on heavy AI spending, but booming cloud growth and an average valuation make this dip worth a look.

When internet giant Alphabet (GOOGL +0.30%) (GOOG +0.32%) went public in 2004, it didn't have the monopoly on internet searches it has today. Granted, it still had between 35% and 44% market share, ...

If you could buy only one AI giant for your account and hold it for decades, which one belongs there right now?

In a recent regulatory disclosure, Alphabet reveals financial risks linked to its massive AI investments that surpass $1 ...

Nvidia shares declined about 1.17%, AMD fell 1.27%, and Intel lost 3.78% in trading. Semiconductor-focused exchange-traded ...

The milestone marks a significant moment for Google’s AI push, but 25% annual revenue growth was not enough to meet Wall ...

AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them now could define your AI portfolio returns through ...

Berkshire's portfolio consists of high-quality names. Alphabet might be the best business among all the holdings. It operates from a position of financial strength. Revenue rose 22% year over year to ...

Microsoft’s Azure is the cleanest “same theme, better execution” alternative into the Alphabet earnings window. Key risk: Azure growth slows or Microsoft’s own AI/cloud costs pressure margins enough ...

Nine companies are expected to spend about $1 trillion on capex in 2026, led by Amazon, Alphabet and Microsoft's AI data ...