Billionaire David Tepper Goes Big on Micron, Meta, and Alphabet in AI All-In
David Tepper concentrated Appaloosa's portfolio on AI infrastructure, dramatically increasing positions in Alphabet, Micron, and Meta while trimming Alibaba and Amazon.
This AlphabetHeavy Fund Has a FrontRow Seat to the AI Boom - and the Market Can See Why It's Suddenly a Top Performer
Whale Rock Capital’s recent performance is driven by concentrated AI-related holdings and selective trimming of prior winners, with Advanced Energy Industries highlighted as a notable Q1 buy.
What's The Second Most Valuable Company In The World?
Nvidia leads global market value at $5.15 trillion, while Alphabet ranks second at $4.67 trillion due to dominant search, YouTube scale, and Android reach.
Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date
Alphabet delivered strong Q1 2026 growth and Cloud momentum, but rising capital intensity and macro sensitivity pressure free cash flow and valuation expectations.
Prediction: Alphabet Stock Will Reach The $5 Trillion Club on This Date
Alphabet delivered strong Q1 2026 growth and Cloud momentum, but rising capital intensity and macro sensitivity pressure free cash flow and valuation expectations.
Alphabet closes in on Nvidia as world's most valuable company after Q1 earnings beat across cloud, search, and AI
Alphabet's market capitalization surpassed $4.6 trillion after strong Q1 2026 earnings, with Google Cloud revenue growing 63% and search queries at an all-time high.
BofA Doubles Down on Alphabet at $430 Price Target After I/O 2026 AI Showcase
Alphabet received a Bank of America Buy rating and $430 target after Google I/O 2026, citing accelerating AI innovation and leadership in consumer AI adoption.
An app banned an LGBTQ+ activist as a "terrorist." They ignored it for years, until he fought back. - LGBTQ Nation
Waymo blocked a user after name-based identity checks matched terrorist-related watchlist aliases, and later added an audit request process after a lawsuit.
An app banned an LGBTQ+ activist as a "terrorist." They ignored it for years, until he fought back. - LGBTQ Nation
Waymo blocked a user after name-based identity checks matched terrorist-related watchlist aliases, and later added an audit request process after a lawsuit.
Google'sAI Stack Benefits From New Diversity In Software And Chips
Google's advancements in AI and proprietary hardware have significantly boosted investor confidence, leading to a 120% increase in Alphabet shares over the past year.
Google'sAI Stack Benefits From New Diversity In Software And Chips
Google's advancements in AI and proprietary hardware have significantly boosted investor confidence, leading to a 120% increase in Alphabet shares over the past year.
Alphabet plans first yen bond sale to fund AI build
Alphabet plans a yen-denominated bond issuance with Mizuho, Bank of America, and Morgan Stanley mandated, pricing expected later this month to fund AI capex.
Alphabet Lost 10% in a Single Week Over Artificial Intelligence (AI) Spending Fears. Is This a Buying Opportunity or a Sign of Something Worse? | The Motley Fool
Aggressive AI infrastructure spending by major companies raises concerns about cash flow and investment recoupment, particularly for Alphabet.
Meet the Most Profitable Company in America (It's Not Apple or Microsoft)
Alphabet became the most profitable company through AI-driven expansion in Google Cloud, advertising, Gemini users, and reinvestment into businesses like Waymo.
Alphabet Lost 10% in a Single Week Over Artificial Intelligence (AI) Spending Fears. Is This a Buying Opportunity or a Sign of Something Worse? | The Motley Fool
Aggressive AI infrastructure spending by major companies raises concerns about cash flow and investment recoupment, particularly for Alphabet.
Google in talks with Blackstone, KKR, EQT for omnibus Gemini AI licensing as OpenAI and Anthropic build consulting ventures
Alphabet is pursuing omnibus licensing agreements for its Gemini AI models with major private equity firms, differing from competitors' consulting approaches.
Communication Services: Alphabet and Meta's Moats Remain Despite Escalating AI Investments
Alphabet and Meta maintain strong positions despite AI investment risks, with ad revenue growth expected to continue due to improved targeting and user engagement.
Communication Services: Alphabet and Meta's Moats Remain Despite Escalating AI Investments
Alphabet and Meta maintain strong positions despite AI investment risks, with ad revenue growth expected to continue due to improved targeting and user engagement.
Analysts Love Alphabet Stock -- They Just Can't Agree On a Direction
Alphabet's price targets from Wall Street firms diverge, with Wolfe Research lowering to $360 and Mizuho raising to $420, both maintaining bullish ratings.
Analysts Love Alphabet Stock -- They Just Can't Agree On a Direction
Alphabet's price targets from Wall Street firms diverge, with Wolfe Research lowering to $360 and Mizuho raising to $420, both maintaining bullish ratings.
Stanley Druckenmiller Made 1 Huge Bet That Still Looks Attractive Today and Cut 2 Top Positions
Stanley Druckenmiller significantly increased his investment in Alphabet while reducing his holdings in healthcare stocks, indicating a shift in market focus.
Broadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure
Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.
Stock Market Live March 27, 2026: S&P 500 (SPY) Slips Despite Trump Deadline Extension
The S&P 500 is down 0.5%, or by 33 points. The SPDR S&P 500 ETF (SPY) is down 0.36%, or by $2.32. The Dow is down 0.45%, or by 208 points. The Nasdaq is down 0.73%, or by 173 points.
The L.A. verdict could haunt social media platforms
Kaley, a 20-year-old who alleged that social media harmed her childhood by addicting her and keeping her on platforms like Instagram for up to 16 hours a day, won $3 million in damages.
Alphabet CEO could earn up to $692M under a new equity package that's linked to Waymo for the first time
Alphabet CEO Sundar Pichai receives a $692M equity package with performance metrics tied to Waymo and Wing, signaling these ventures are now core business assets rather than experimental moonshots.
Alphabet (GOOG) Just Did Something We Haven't Seen Since 1997
Alphabet issued a 100-year bond to finance AI and data center expansion, prompting investor caution and contributing to a market rotation toward energy.
Inside the career rise of Sundar Pichai, Google and Alphabet's current CEO
Sundar Pichai rose from modest Chennai origins to lead Google and Alphabet, steering the nearly $2-trillion company through major challenges and the AI era.