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Barclays raised its year-end 2026 S&P 500 target to 7,950 from 7,800, boosting EPS forecasts following resilient corporate earnings. Strategists emphasized solid Big Tech performance, driven by Alpha…
Zacks highlights strong corporate profit momentum heading into Q3 earnings season, projecting S&P 500 earnings to rise 23% year-over-year. Alphabet and Nvidia remain massive drivers of tech-sector ou…
The S&P 500's record climb has driven the Shiller CAPE ratio near dot-com bubble extremes. However, surging corporate earnings and a 19.6 forward P/E ratio, bolstered by mega-caps like Alphabet and A…
Alphabet posted quarterly revenue of $119.8B with CapEx rising to $44.9B to support AI infrastructure. Simultaneously, Google launched Gemini-powered paid features across Workspace apps like Gmail an…
Alphabet outperforms Meta with an 82% surge in Google Cloud revenue and strong backlog, trading at an attractive valuation. Conversely, Meta snapped its six-quarter EPS beat streak due to $2.4 billio…
Alphabet shares dropped 6% after Q2 earnings revealed soaring AI costs and negative free cash flow, despite revenue beats. While long-term bullishness remains, investors are concerned about the massi…
Despite slightly missing search revenue expectations in Q2 2026, Alphabet maintains its dominant market position with strong AI integration and exceptional Cloud growth. Analyst sentiment remains bul…
S&P 500 Q2 earnings surged 40.9% year-over-year with 83.8% of companies beating EPS estimates. Growth was heavily spearheaded by tech leaders Nvidia and Alphabet, driving broader index strength and u…
Google acquired Spirit Airlines' internal data for AI training while reporting 82% Cloud revenue growth to $24.8 billion. However, core earnings dropped 35% year-over-year after stripping out a massi…
Baupost Group increased Alphabet stake by 16% in Q2, reflecting confidence in Google Cloud's 82% revenue surge and tripled operating income, despite heavy AI capex plans for 2026.
71% of Alphabet's quarterly profit came from 'other income,' mainly equity revaluations in SpaceX and Anthropic, raising concerns about earnings quality and obscuring core operating performance.
Alphabet's Q2 earnings were significantly boosted by an unrealized gain on its SpaceX stake, contributing heavily to S&P 500 and Tech sector growth alongside Nvidia and Micron, though GOOGL shares di…
Alphabet shares retreated below their 10-week moving average after DeepMind restructuring sparked concerns about falling behind OpenAI and Anthropic in AI race, though stock remains on IBD Leaderboar…
Alphabet shares dipped 4% despite strong AI-driven growth: Google Cloud revenue surged 82%, Gemini hit 950M users, and Waymo scaled rides, reinforcing long-term bullish outlook.
Greenskeeper Asset Management highlighted Alphabet as a top Q2 2026 performer (+23.2%), citing strong Search growth from AI Overviews, expanding Cloud margins, and robust backlog growth, dismissing A…
Alphabet fell 7% despite a 199% EPS beat, 24% revenue growth, and Cloud growth of 82%. Author views the selloff as mispricing versus MSFT/AMZN rallies on similar AI capex, citing GOOGL's low PEG and …
Alphabet holds over $94B in SpaceX shares (~4% stake), boosting its Q2 earnings by $99B. Analysts suggest GOOGL offers safer exposure to SpaceX's growth potential than direct investment, given Alphab…
NVIDIA posted 85% revenue growth with 60% margins, hiking dividends and buybacks. Alphabet grew 24% but suspended buybacks, took on debt, and posted negative free cash flow amid $180-190B capex guida…
Alphabet delivered a massive Q2 earnings beat, with Cloud revenue soaring 82% and EPS crushing estimates by nearly 200%. Despite record capex causing initial volatility, GOOGL trades at an undervalue…
Vulcan Value Partners' Q2 2026 letter praised Alphabet's strong results, highlighting accelerated Google Search growth (19%) and record Google Cloud growth (63%) with expanding margins, calling it de…