Google’s stock surged 64% year-to-date as investors repriced it from ad company to AI leader. Its EV/EBIT multiple expanded to 23x from multi-year lows. Google Cloud grew 34% year-over-year to $15.2B ...

Alphabet GOOG reported solid second-quarter earnings that included sales of $96 billion, up 14%, and operating margins of 32%, flat year over year. Google Cloud continued to increase its contributions ...

Since reaching all-time highs on July 9th, Alphabet’s (GOOGL) shares have experienced a correction, driven by uncertainty about its future dominance in search advertising and regulatory pressures ...

Alphabet’s GOOG third-quarter sales expanded 15% year over year to $88 billion. Strong advertising and cloud revenue growth spearheaded the firm’s top line. While investments in artificial ...

Alphabet shares have been weak on concerns of increased search competition and spending. Google Search, however, has several competitive advantages over newer search start-ups. The stock looks ...

The reports of Google's death have been greatly exaggerated. If you've recently spent any time on X (formerly Twitter), you've probably read that Google search is a dying business. At the same time, ...

Alphabet's recent selloff is overblown; core businesses in Search, AI, and Cloud remain fundamentally strong and undervalued by the market. AI agents require search engines, and Google's partnerships ...