Core Insights - Alphabet Inc. is focusing on AI and cloud computing to drive growth, with a price target of $348 set by UBS, indicating an 11.98% potential increase from its current price of $310.78 [1][6] Group 1: AI and Strategic Initiatives - Alphabet's Gemini AI has reached 750 million active users, showcasing the company's strategic pivot towards AI and cloud computing [2][6] - The company is investing heavily in AI, with projected capital expenditures of $175-185 billion in 2026, essential for advancing AI capabilities and sustaining monetization [2] Group 2: Cloud Performance - Alphabet's cloud unit has reported a 48% year-over-year revenue growth and a 30.1% operating margin, outperforming competitors and positioning Google Cloud as a strong competitor to AWS [3][6] - The cloud backlog stands at $240 billion, indicating strong demand and future revenue potential [4] Group 3: Financial Metrics and Market Position - Alphabet's current stock price is $310.28, with a market capitalization of approximately $3.75 trillion, maintaining its dominance in the tech industry [5] - The stock has shown slight fluctuations, with a trading volume of 7,970,852 shares today [5]

A few weeks ago, Alphabet ( GOOGL ) ( GOOG ) showed an AI model capable of generating games with just a few prompts, and this made the market more uncertain about some gaming stocks, such as studios like Take-Two Interactive (Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to co ...

Company Project Advancement - Google expects capital expenditures in 2026 to range between $175 billion and $185 billion, nearly doubling from $91.45 billion in 2025, primarily for investments in AI computing capabilities, cloud infrastructure, and strategic projects [2] Product Development Progress - Google plans to launch its first AI glasses in 2026, including versions with audio interaction and advanced models with lens display features, based on the Android XR platform and Gemini large model, marking its return to the smart glasses market since the failure of Google Glass in 2012 [3] Business and Technology Development - Google is negotiating a multi-billion dollar TPU supply deal with Meta, which plans to deploy Google's TPU in its own data centers starting in 2027, potentially altering the competitive landscape of the AI chip market [4] Company Business Status - Google's cloud business had an unfulfilled order amount of $240 billion at the end of Q4 2025, more than doubling year-over-year, supporting short-term growth prospects. The user base of the Gemini model continues to expand, with over 750 million monthly active users as of Q4 2025 [5]

Google targeted by EU over its search advertising auction practices | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A Google logo is seen at a company research facility in Mountain View, California, U.S., May 13, 2025. REUTERS/Carlos Barria/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Alphabet Inc]FollowBRUSSELS, Feb 12 (Reuters) - EU antitrust regulators are investigating Alphabet [(GOOGL.O), opens new tab] uni ...

Google hit by fresh EU antitrust probe over search ads pricing, Bloomberg News reports | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The Google logo is seen on the Google house at CES 2024, an annual consumer electronics trade show, in Las Vegas, Nevada, U.S. January 10, 2024. REUTERS/Steve Marcus//File Photo [Purchase Licensing Rights, opens new tab]Feb 12 (Reuters) - Google [(GOOGL.O), opens new tab] is being investigated by th ...

苹果跌超3%，市值蒸发超1200亿美元（约合人民币8200亿元），微软、亚马逊、特斯拉、Meta、英伟达等科技股全线下跌。 北京时间2月13日凌晨，金价突然闪崩，截至发稿，现货黄金价格直线跳水超3%，日内跌近200美元。现货白银价格跌超8%。 美股三大指数突然集体跳水，截至发稿纳指跌超1.5%，道指跌近1%，标普500指数跌1%。 （文章来源：每日经济新闻） | ▲1 | | AAPL | | | | --- | --- | --- | --- | --- | | 9 | | 微软 | 399.945 | -1.09% | | | | MSFT | | | | 10 | AMDA | AMD | 207.220 | -2.98% | | | | AMD | | | | 11 | intel | 英特尔 | 46.944 | -2.79% | | | | INTC | | | 中概股普跌，跌幅较此前有所扩大，纳斯达克中国金龙指数跌近3%。 | 1 | | 英伟达 | 188.595 | -0.77% | | --- | --- | --- | --- | --- | | | | NVDA | | | | 2 | ...

Key Takeaways GOOGL fell 7% after Q4 2025 as investors questioned AI monetization amid heavy 2026 capex plans. Alphabet is embedding Gemini into Search and Cloud, boosting AI queries, engagement and enterprise adoption.GOOGL trades at a premium valuation, with high capex and costs expected to pressure 2026 margins. Alphabet (GOOGL) shares have dropped 7% post fourth-quarter 2025 results reported on Feb. 4. The drop can be attributed to investor skepticism over GOOGL’s ability to monetize its AI-infused serv ...

Welcome back. Big tech companies unveiling plans in recent days to fund the AI buildout. Alphabet's launching tech's first 100year bond since 1997.While Oracle says it's planning to raise up to $50 billion in debt and equity this year. Joining us now to discuss all this is Goldman Sachs head of investment grade credit Johnny Fine. Welcome.Perfect time to have you here. So, h how's the market absorbing all of these financing needs. >> Well, the short answer is incredibly well.uh the Oracle financing priced l ...

当地时间2月12日，美股三大指数高开后回落，截至发稿，纳指转跌0.71%，道指涨幅回落至0.13%，标普500指数转跌。超3200股下跌。 消息面上，美国上周初请失业金人数为22.7万人，预估为22.4万人，前值为23.1万人。 随着市场参与度的持续提升，美股市场已经进入日均成交额1万亿美元的新常态。 科技七姊妹走势分化，英伟达、谷歌微涨0.1%上下，特斯拉、微软、Meta、亚马逊、苹果下跌。其中苹果一度接近2%，市值跌破4万美元大关。美股存储 概念股大涨后回落，截至发稿闪迪涨超5%，美光科技涨超2%。 | 1 | | 英伟达 | 190.320 | +0.14% | | --- | --- | --- | --- | --- | | | | NVDA | | | | 2 | S | 闪迪 | 633.590 | +5.71% | | | | SNDK | | | | 3 | | 美光 | 421.430 | +2.70% | | | | MU | | | | 4 | | 特斯拉 | 427.380 | -0.21% | | | | TSLA | | | | 5 | | 台积电 | 375.810 | +0. ...

A Waymo autonomous vehicle outside the Google headquarters in Mountain View, California, US, on Tuesday, Feb. 3, 2026.Waymo on Thursday said it has begun using its sixth-generation driverless system to provide robotaxi rides to employees on Ojai vehicles, which use a base model made by Chinese automaker Geely.By upgrading their driverless tech, and adding more vehicles to its fleet, Waymo aims to extend its U.S. lead and lock in loyal riders. The Alphabet-owned company said its sixth-generation Waymo Driver ...