Google Stock (NASDAQ:GOOG) trades around $314 USD per share, with a 52-week range of $142.66–$350.15 USD and a market value near $3.82 trillion USD. The stock sits on a trailing P/E of ~29x and a dividend yield of about 0.27%, essentially priced at the S&P 500's ~29x earnings while delivering far stronger growth and return metrics than the index average. 2025 revenue broke above $400 billion USD, with Q4 sales at $113.8 billion USD, up roughly 18% year on year, and growth accelerating from low double digits ...

Alphabet stock traded lower on Monday, in line with broader market weakness, as investors continued to assess the company's aggressive artificial intelligence investment plans. The parent company of G... ...

Core Insights - Billionaire investor David Tepper of Appaloosa Management made significant portfolio adjustments in Q4, notably reducing stakes in AI chip stocks while increasing investments in companies heavily investing in AI infrastructure [1] Group 1: Portfolio Adjustments - Tepper reduced his position in Nvidia by over 10% and cut his stake in Advanced Micro Devices (AMD) by two-thirds, although Nvidia remains his seventh-largest position [2] - Despite reducing stakes in Nvidia and AMD, Tepper tripled his position in Micron Technology, which is benefiting from a supercycle in DRAM with high demand and short supply [4] - Tepper also increased his investment in Taiwan Semiconductor Manufacturing (TSM), which supports the manufacturing of GPUs and AI chips [4] Group 2: Investments in Hyperscalers - Tepper funneled some of the funds from reduced stakes in Nvidia and AMD into three large hyperscalers that are investing heavily in AI chips [5] - He increased his position in Alphabet by nearly 30%, making it his second-largest holding, as its cloud computing unit is rapidly growing and leveraging custom AI chips for cost advantages [6] - Tepper raised his stake in Meta Platforms by over 60%, making it his fifth-largest holding, as the company successfully integrates AI to drive growth and plans to continue aggressive investments in AI [7]

Core Viewpoint - Alphabet has significantly outperformed its peers in the "Magnificent Seven" over the past year, with a year-over-year increase of over 75%, while other major companies like Meta, Microsoft, and Amazon have seen declines [1]. Group 1: Stock Performance and Analyst Ratings - Alphabet's stock is currently trading higher, up 1.21% to approximately $315 [2]. - Wells Fargo has upgraded Alphabet, raising its price target to $387, which is considered optimistic compared to the average analyst targets of $350 to $370, implying a potential upside of 10% to 20% [5][6]. - The consensus among analysts remains strong, with no significant sell ratings noted [5]. Group 2: AI and Capacity Analysis - Wells Fargo emphasizes Alphabet's leadership in key AI traits: customer data, disruption, distribution, and compute capacity, suggesting that Alphabet can leverage these advantages for consumer and enterprise AI products [3]. - Alphabet's project to expand compute capacity to 35 gigawatts by 2028 from 15 gigawatts by the end of 2025 is highlighted as a significant competitive edge [4]. Group 3: Market Context and Competitive Landscape - The overall market sentiment is bearish, particularly regarding heavy AI capital expenditures, which may dampen near-term margin expansion for tech companies [9]. - Alphabet is viewed as a steady performer, with diverse revenue streams beyond just Google Cloud, providing more resilience compared to competitors like Meta [11][12].

Group 1: David Tepper's Investment Moves - David Tepper has significantly increased his positions in tech stocks, particularly in Meta Platforms, Alphabet, and Micron Technology, during the fourth quarter [1] - Tepper tripled his position in Micron to 1.5 million shares, indicating confidence in the company's growth potential as memory processors are sold out for the year [1] - The hedge fund Appaloosa Management, led by Tepper, holds only 45 stocks, making the movements in these positions particularly noteworthy [1] Group 2: Meta Platforms - Meta Platforms has seen a 2.04% increase in Tepper's stake, totaling 5.72% of his portfolio, with an addition of 230,000 shares [1] - The company reported fourth-quarter revenue of $59.89 billion, with an EPS of $8.88, surpassing estimates, and $58.1 billion of that revenue came from advertising [1] - For 2026, Meta is guiding for capital expenditures (CapEx) between $115 billion and $135 billion focused on AI infrastructure [1] Group 3: Alphabet Inc. - Tepper increased his stake in Alphabet by 28.7%, now holding approximately 1.8 million shares, which constitutes 8.10% of his portfolio [1] - Alphabet's revenue reached $113.83 billion, with Google Cloud growing 48% year-over-year to $17.7 billion, marking the first time annual revenues exceeded $400 billion [1] - The company plans to allocate $175 billion to $185 billion in CapEx for the year, primarily for AI infrastructure [1] Group 4: Micron Technology - Tepper's holdings in Micron increased from 500,000 shares to 1.5 million, now making up 6.18% of his portfolio [1] - Micron's stock has surged 348% over the year, with a current trading price of $428.17, driven by demand for AI memory [1] - The company reported fourth-quarter revenue of $13.64 billion and an EPS of $4.78, exceeding estimates, and is investing $200 billion to expand facilities to meet growing demand [1]

and Smuckers and Black Rockck getting some upgrades and Sam Botis back with me here taking a look at some of these big movers on Wall Street. Sam, so let's start off because we mentioned Nvidia with the upgrade and the earnings and then there's Alphabet Google with another upgrade here too. >> This is sitting up 1% right now at the start of trade.In fact, this is one of our big winners off the back of the Friday session following the uh Supreme Court's tariff decision. So, it actually rallied off the back o ...

Almirall profit quadruples in 2025 as dermatology fuels growth push - Invezz# Almirall profit quadruples in 2025 as dermatology fuels growth push[Earnings reports]Author[Noris Soto]Feb 23, 2026, 15:00 PM- Europe accounts for 91% of total sales; US revenue falls.- Dermatology drives 60% of revenue, led by Illumetri.- Almirall profit jumps 357% to €46.2M in 2025 on strong sales.Almirall, a pharmaceutical firm based in Spain, [ended 2025 with a net profit of €46.2 million], which was 357% more than its 2024 pr ...

Core Insights - Aalyria, a startup spun out from Google, is valued at $1.3 billion in a new funding round, indicating a strong demand for high-speed telecommunications solutions [1] Funding and Financials - Aalyria has secured $100 million in fresh funding, which coincides with increased U.S. government spending on defense technology and national security satellites [2] - The funding round was led by Battery Ventures, with participation from J2 Ventures and DYNE, while Google retains a stake in Aalyria [3] Market Context - The competitive landscape includes SpaceX's Starlink, which has gained government contracts and consumer popularity, particularly in underserved areas [3] - Other competitors like Eutelsat and Amazon are also heavily investing in their own telecommunications services [3] Strategic Importance - The success of SpaceX has raised competitive concerns among satellite vendors, prompting a desire for more diverse service providers, especially following geopolitical tensions [4] - Aalyria aims to provide a seamless networking layer that enables traffic routing between various satellite platforms, addressing the need for alternatives to existing services like Starlink [5] Partnerships and Contracts - Aalyria has secured contracts or research funding from notable partners, including Telesat, the U.S. Air Force, NASA, the Defense Department's Defense Innovation Unit, and the European Space Agency [5]

Core Viewpoint - The article discusses the author's interest in Alphabet Inc. (GOOG, GOOGL) and the lack of previous coverage on the company despite a strong focus on the tech sector, AI, and innovation [1]. Group 1 - The author expresses a personal interest in adding Alphabet Inc. to their investment portfolio, indicating a positive outlook on the company's potential [1]. - The writing aims to cater to both beginners and advanced readers, providing a well-reasoned perspective on investment opportunities [1]. Group 2 - The author has a beneficial long position in Alphabet Inc. shares, either through stock ownership, options, or other derivatives, suggesting confidence in the company's future performance [2]. - The article is a personal opinion piece and does not represent any business relationship with Alphabet Inc. or any other company mentioned [2].

Core Viewpoint - The company emphasizes providing actionable and clear investment ideas through independent research, aiming to help members outperform the S&P 500 and mitigate significant losses during market volatility [1] Group 1 - The service offers at least one in-depth article per week focused on investment ideas [1] - The company claims to have assisted members in avoiding heavy drawdowns in both equity and bond markets despite extreme volatility [1]