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Baron Capital Boosts Alphabet (GOOGL) Stake on AI and Cloud Surge

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The Story

News Summary

  • Baron Capital's Q2 2026 letter highlights increased GOOGL stake, citing explosive AI/cloud growth, record token processing, Gemini adoption, and unmatched vertical integration across TPUs, models, and distribution, reinforcing long-term bullish thesis.
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GOOGL price history

344.22 +7.87% over the displayed period

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