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Both Zscaler and Alphabet target AI-driven cloud security demand, but their growth, earnings revisions and valuation are likely to determine which stock has the edge.

Alphabet pours hundreds of billions into AI while its stock lags the S&P by double digits, and the reasons go deeper than most investors realize.

Key TakeawaysAlphabet stock is up 21% in the past year but 22% below its May high, after the company began paying for its AI buildout with new stock and a much bigger capex budget. The selloff looks overdone: the stock trades right at its five-year average forward P/E, and analysts expect normalized EPS to grow about 24% a year through 2028.

Online advertising giant Alphabet (NASDAQ:GOOGL) will be reporting results this Wednesday after the bell. Here’s what to look for.

Google Cloud's profits are real, but Alphabet's Oct. 28 report needs to show those profits turning into cash before investors stop footing the bill for its $200 billion AI build-out.

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund delivered strong results in the third quarter of 2026, benefiting from a sharp recovery in enterprise software and solid corporate earnings amid continued market volatility. The composite returned […]

Meta Platforms worked swiftly to get the $95 billion equity offering out ahead of other Big Tech deals. Class C shares are designed to protect CEO Mark Zuckerberg’s voting interest.

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Alphabet is rated Sell at $317.28, with a DCF-based fair value of $178, citing aggressive capex and uncertain future cash flows. Click to read.

Artificial intelligence is transforming this tech giant's business.

Alphabet, Microsoft and Amazon headline a busy earnings week as S&P 500 profits are forecast to rise 26.2%, with estimates for Q4 and 2027 trending higher.

In the busiest week of earnings this quarter, with Coca-Cola, Ford, Anheuser-Busch, Merck, and many more companies reporting. We’ll also see economic data on GDP and new-home sales.

The numbers paint a clear picture for shareholders.

If Alphabet sat on your watchlist instead of in your portfolio, the past year may feel like a missed shot. For Alphabet shareholders, the return over the past year was 23.5%, including dividends. That outcome did not arrive in a vacuum. Back on 23 October 2025, analysts were already arguing over how far AI powered cloud services and infrastructure spending might reshape Alphabet’s earnings mix. The key question is whether belief in AI driven cloud scale was the crucial call to make back...

Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here. The Broyhill Equity Composite decreased by 0.3% in Q3, underperforming the MSCI All Country World Index, which gained 1.7%. For the first nine months of the year, the Composite returned 1.9%, compared to 13.4% for the Index. The […]
Alphabet (NasdaqGS: GOOGL) is under scrutiny after a major Google Cloud outage in London disrupted UK financial and government services. UK financial regulators and members of parliament have requested information on the outage's impact on banks, fintechs, and public services. Alphabet and several large US corporations have formally opposed trading of tokenized versions of their shares on the OKXICE TSV platform. The London Google Cloud outage and Alphabet's move against tokenized share...

GOOGL's Q3 earnings outlook is fueled by AI adoption, cloud growth and advertising strength, but premium valuation and margin pressures warrant attention.
Most AI companies rent their way past the chip, power, and data bottlenecks that define the race. One company owns all three, and a 7% price drop just made it cheaper to own a piece of that advantage.

Evaluate the expected performance of Alphabet (GOOGL) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Alphabet stock remains under investor scrutiny as heavy AI infrastructure spending and cloud computing constraints test the market.

Alphabet clears the Peter Lynch screen with strong growth, low debt and a PEG under 1, but valuation leaves a thin margin of safety for GARP investors.

IBM beats third-quarter earnings expectations and raises its free-cash-flow outlook, but challenges remain for its recovery.
It might happen soon, and you should prepare now.
NEW YORK, October 22, 2026--Goldman Sachs today announced the launch of the Goldman Sachs Small Business AI Institute, a significant extension of its signature 10,000 Small Businesses program aimed at supporting AI adoption and application. The Institute is partnering with the world’s leading AI companies – Anthropic, Google, Meta and OpenAI – to provide entrepreneurs across America with the training and tools they need to integrate AI into their operations and grow and scale their businesses.
Alphabet keeps beating earnings estimates while its stock keeps getting punished, and that gap between Wall Street's verdict and the underlying numbers is exactly where this investment thesis lives.

One tech giant has burned through capital at a pace that would swallow entire industries, while the other has quietly crept back toward record territory. For retirement investors, the choice between these two titans comes down to a bet on whether the AI spending wave pays off or blows up.

Shares of Alphabet (NASDAQ:GOOGL) are sliding even while the NASADQ 100 is up 1% on Wednesday morning. The market is digesting an unusual admission from Google’s chief executive: Google Cloud is giving up revenue so the company’s frontier AI work keeps first claim on scarce computing power. Alphabet stock is down 2% to $331.83, a […]

Alphabet Inc. (NASDAQ:GOOGL) can finance Waymo from a much larger advertising and cloud business. That gives it room to build autonomous transportation, but the investment is not free. The question is whether growing profits can absorb heavy infrastructure spending while Waymo works toward a lasting business model. At roughly 23 times forward earnings, the existing […]
Alphabet (GOOGL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Alphabet (GOOG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

An updated notice from the ICE and OKX joint venture shows seven more companies have refused, which under SEC conditions keeps their stock tokens off the planned 24/7 venue.

Alphabet Inc. (NASDAQ:GOOGL) plans to bring ad-supported Peacock Premium to eligible U.S. YouTube Premium subscribers in early 2027. Combining creator videos, music, films, and sports could reduce cancellations. The investment question is how much additional profit survives content payments and displaced advertising. Alphabet Inc. (NASDAQ:GOOGL) trades at approximately 23x forward earnings versus 18x trailing earnings. […]
The average brokerage recommendation (ABR) for Alphabet (GOOGL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Based on the average brokerage recommendation (ABR), Alphabet (GOOG) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Elon Musk and Google's parent Alphabet may compete vigorously in some businesses — but there's one stock they both agree on.


Alphabet (GOOG, GOOGL) likely saw "relatively healthy" Google search revenue growth in the third qua

Amazon (NASDAQ:AMZN) stock jumped 5% to $262.42 after Morgan Stanley (NYSE:MS) named Amazon a top pick and raised its price target to $350 from $335. Morgan Stanley analyst Brian Nowak maintained an Overweight rating, pointing to faster cloud growth, higher profits, and several AI-related opportunities. The advance outpaced Microsoft (NASDAQ:MSFT) stock, which gained 1% to […]

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here. The Strategy returned 3.18% (net of fees) in the quarter, outperforming the 2.61% return of the Russell 1000 Value Index. Key positive contributors included stock selection in information technology, an underweight in […]

Google Cloud's revenue growth keeps accelerating at a scale that has rivals scrambling, and one forward-looking metric buried in Alphabet's latest earnings report suggests the stock has barely started its move.
Microsoft Corporation (NASDAQ:MSFT) has long been treated as the safer way to own cloud computing, supported by its corporate subscriptions, large customers, and an established profit stream. Alphabet Inc. (NASDAQ:GOOGL) is beginning to complicate that argument. Google Cloud is expanding much faster than Azure, and, crucially, the additional sales are producing substantial operating profit. Yet […]

Meta Platforms (NASDAQ:META) and Alphabet Inc. (NASDAQ:GOOGL) have become two of the biggest investors in artificial intelligence, but their latest results pose an uncomfortable question: how much of that spending is already producing returns? Both giants are growing advertising revenue, and yet their cash flows tell a less straightforward story, which is significant for investors […]

Alphabet (NasdaqGS: GOOGL) is integrating Google Play directly into XPENG vehicles, extending its software reach into in-car systems. The two companies announced the collaboration as part of XPENG's push to build out connected cockpit services around Android-based platforms. The deal gives Alphabet another hardware channel for Google Play apps, subscriptions and media inside XPENG's intelligent vehicles. The Google Play integration in XPENG cars is one chapter in a wider Alphabet story that...





Alphabet grows like an AI startup yet trades closer to a sleepy ad business, and that gap between perception and reality raises a pointed question about which Magnificent 7 stock carries the most favorable risk-reward heading into a $175 billion spending cycle.


