GOOGL

Microsoft’s AI Investment Could Pay Off for Years. Here’s My Price Target

Azure just crossed a milestone that most analysts dismissed as years away, and Microsoft's backlog tells a story the stock price has not caught up to yet.

Yahoo · 1h ago

Ford Motor Company vs. General Motors: A Close Revenue Race

Ford edges out GM in five of the last eight quarters, but the gap remains razor-thin—a pattern that could shift either way.

Yahoo · 1h ago

Does Alphabet (GOOGL) Change Its AI Story With An Orbital Data Center Bet?

Alphabet (NasdaqGS: GOOGL) is fast tracking an experimental AI satellite launch under Project Suncatcher. The project embeds custom AI chips into a Planet Labs satellite that is preparing for an upcoming orbital deployment. Management is using Project Suncatcher to test AI powered orbital data centers as a new approach to remote computing capacity. The Project Suncatcher AI satellite launch push is only one part of Alphabet’s story for investors to weigh. Our analysis turns up 2 warning...

Yahoo · 1h ago

This Magnificent Seven Stock Could Reach a New All-Time High

AWS just posted its fastest growth in 18 quarters and CEO Andy Jassy is talking about a trillion-dollar revenue business, yet the stock sits well below where our model says it should be trading.

Yahoo · 3h ago

Does the S&P 500 Have a "Magnificent Seven" Problem? Here's What Investors Need to Know.

If the artificial intelligence revolution doesn't live up to the hype, the whole market is going to feel it.

Yahoo · 3h ago

Greg Abel Deployed $10 Billion Into Alphabet's Private Placement, Building a $38 Billion Stake That's Now Berkshire Hathaway's Third-Largest Holding. Is Alphabet Becoming Berkshire's New Apple?

Don't assume the conglomerate's Alphabet stake is "Apple 2.0"

Yahoo · 4h ago

The AI gold rush is fueling a record tech bond boom: Chart of the Day

Tech giants are increasingly turning to the bond market for their AI infrastructure build-out.

Yahoo · 4h ago

The AI gold rush is fueling a record corporate bond boom: Chart of the Day

Tech giants are increasingly turning to the bond market for their AI infrastructure build-out.

Yahoo · 4h ago

Could Europe’s data centre boom trigger a nuclear power revival?

Investing.com -- Europe’s accelerating data centre buildout could strengthen the case for new nuclear capacity as technology companies seek dependable, low-carbon electricity to power AI infrastructure, J.P. Morgan analysts said.

Yahoo · 6h ago

Amazon Opened Seller Central to Walmart and eBay but Blocked Meta’s Muse. Here’s What Connects the Two Moves

Key Stats for Amazon StockCurrent Price: $249. 67Target Price (Mid): ~$600Street Target (12-Month Mean): ~$330Potential Total Return: ~141%Annualized IRR: ~23% / yearWhat Happened?On September 24, Amazon (AMZN) began rolling out Seller Central tools that let sellers manage their eBay (EBAY), Shopify (SHOP), TikTok, and Walmart (WMT) businesses, and let Multichannel Fulfillment merchants offer Prime delivery on their own sites at no added cost.

Yahoo · 6h ago

Alphabet Stock Dips After a €403 Million Fine. Why Google Cloud Still Drives the Story

Key Stats for GOOGL StockPast week performance: -3. 1%52-week range: $236 to $409Valuation model target price: $504Implied upside: 46.

Yahoo · 7h ago

Forget Google. This Is the Marvell Story That Matters Right Now

Key TakeawaysConnectivity-Led Raise: Marvell lifted its fiscal 2028 revenue outlook to about $18 billion, and CEO Matt Murphy said connectivity, not the new Google agreement, was the largest driver of the $1. 5 billion increase.

Yahoo · 8h ago