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EU antitrust regulators are investigating Alphabet unit Google over the sale of search advertisements in Europe, a letter to advertisers seen by Reuters showed.
Google is being investigated by the European Union over concerns it is illegally rigging the cost of advertising on its search engine, Bloomberg News reported on Thursday.
GOOGL sinks 7% as $175B-$185B 2026 capex plan sparks AI monetization fears, even as Search and Cloud show strong momentum.
Alphabet faces declining traditional search usage but is capturing users via its Gemini AI, which reached 750 million active users in Q4 2025. AI is both a risk and a significant opportunity for GOOG, leveraging its real-time data access and leading AI expertise to maintain monetization. GOOG's high CapEx, projected at $175-185 billion in 2026, pressures free cash flow but supports critical AI investments amid a 15.09% YOY growth rate.
Major stocks continue to see a lot of noise at the moment, as the following all look as if they are struggling in the short-term. Can MSFT be thought of as value soon?
NVIDIA emerges as the clear winner as Big Tech's massive AI capex surge strains FCF, lifts debt, and reshapes Mag 7 balance sheets.
The quantum computing stocks boomed for most of 2025, only to go bust in the last quarter.
Alphabet Inc. is rated a 'Buy' despite recent CAPEX-driven stock weakness, with a 46% upside to a $455 price target. GOOG's Google Cloud revenue surged 48% YoY in Q4, outpacing peers, with a $240B backlog and increasing profitability amid aggressive AI investments. Concerns over CAPEX and bond issuance are overstated; GOOG maintains strong FCF, $126B liquidity, and robust institutional debt demand.
Netflix and Alphabet represent two dominant consumer-facing businesses. Nvidia and Amazon are key cogs in the AI infrastructure boom.
Alphabet is upgraded to a strong buy, driven by structural AI and cloud advantages. GOOGL's cloud unit posted 48% YoY revenue growth and 30.1% operating margin, outpacing hyperscaler peers. Massive CapEx ramp and full-stack AI/cloud integration position GOOGL to capture market share and defend margins.
Alphabet is rated a Strong Buy, leveraging massive CapEx to secure an Agentic Infrastructure edge and lock in the Apple Foundation Model deal. GOOG's $175–$185 billion FY2026 CapEx and $240 billion Cloud backlog signal a strategic shift from ad conglomerate to transactional AI utility. Custom Ironwood TPUs and a 78% reduction in Gemini serving costs drive deflationary unit economics, offsetting depreciation and cash flow inversion risks.
Google stock is currently at a significant juncture. It exhibits robust momentum, and if you decide to invest, you are investing in a company that boasts strong margins, solid cash flow, a low-debt capital structure, and favorable market trends.
Alphabet, the parent company of Google, dipped into one of the bond market's stranger corners this week.
Alphabet's 2026 capex budget blew past Wall Street expectations, doubling its 2025 total. It's a loud statement and pushes back on the idea of an AI bubble.
The Google owner's rare long-dated century bond drew strong demand this week, mainly among pension funds looking to match their longer-term liabilities. But market strategists warn that 100-year bonds remain relatively "untested waters.
Direxion Daily GOOGL Bull 2X Shares ETF offers 2x daily exposure to Alphabet, GOOGL, targeting investors seeking to amplify short-term volatility. GOOGL's margin expansion, robust AI investments, and capital allocation underpin a bullish long-term outlook despite a trading premium over hyperscaler peers. GGLL is best suited for daily trading to capture volatility, exhibiting strong liquidity for active traders.
Google DeepMind CEO predicts AI's potential to revolutionize medicine and science in next decade, while warning of potential job impact.
Cloud growth rates for Amazon, Microsoft, and Alphabet have reaccelerated in recent years, thanks to surging demand for AI. While each of the "Big Three" put up enviable growth in the calendar fourth quarter of 2025, there was one clear winner.
Alphabet expects capital expenditures to soar this year. The company's revenue growth rate is accelerating as AI is driving demand for its services.
Insights from the Fourth Quarter 2025 13F Filing PRIMECAP Management (Trades, Portfolio) recently submitted its 13F filing for the fourth quarter of 2025, offe