Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks in Focus on Wall Street. On January 26, KeyBanc analyst Justin Patterson raised the price target on the stock to $360.00 (from $330.00) while maintaining an Overweight rating. The firm views AI and Cloud trends structurally favorable for GOOGL, justifying a higher valuation. According to the firm, the current environment remains favorable for both GOOGL and Meta. It cited several core trends in artificial intelligence emerging that will favor the stock ...

TikTok has agreed to settle with a plaintiff and will no longer be part of a high-profile social media trial kicking off on Tuesday.An attorney for the plaintiff said the trial, held in Los Angeles Superior Court, will proceed as scheduled against Meta and Alphabet's YouTube.The trial is the first of multiple major legal cases against social media companies in 2026 that have drawn comparisons to lawsuits brought against 'Big Tobacco' in the 1990s."This is a good resolution, and we are pleased with the settl ...

Three of the world’s biggest tech companies face a landmark trial in Los Angeles starting this week over claims that their platforms — Meta’s Instagram, ByteDance’s TikTok, and Google’s YouTube — deliberately addict and harm children.Jury selection starts this week in the Los Angeles County Superior Court. It’s the first time the companies will argue their case before a jury, and the outcome could have profound effects on their businesses and how they will handle children using their platforms. The selectio ...

在最新一轮针对大型科技公司的监管行动中，欧盟要求谷歌在六个月内解除安卓（Android）系统中阻 碍竞争对手AI搜索助手的技术壁垒，并向其他搜索引擎提供关键数据。 欧盟监管机构依据其旗舰法规《数字市场法》宣布，将评估谷歌是否遵守有关安卓系统与竞争性人工智 能软件实现互操作，以及在公平条件下向竞争对手搜索引擎开放有价值搜索数据的严格规定。 尽管这一举措尚未构成正式调查，但欧盟希望借此向谷歌施压，促使其重新设计相关服务，使竞争对手 能够接入安卓操作系统以及谷歌宝贵的搜索数据。总部位于布鲁塞尔的监管机构给予谷歌六个月的整改 期限，否则将面临未来可能施加的处罚。 欧盟竞争事务专员Teresa Ribera在声明中表示："通过今天启动的程序，我们希望通过更详细的说明，帮 助谷歌理解其在《数字市场法》下应如何履行互操作性和在线搜索数据共享方面的义务。" 谷歌高级竞争事务顾问Clare Kelly表示，该公司担忧进一步的规则"往往是由竞争对手的不满而非消费 者的利益驱动的，这将损害用户的隐私、安全和创新"。 责任编辑：丁文武 在最新一轮针对大型科技公司的监管行动中，欧盟要求谷歌在六个月内解除安卓（Android）系统中阻 ...

谷歌A(GOOGL.US)涨1.1%，报336.98美元。消息面上，谷歌正式发布将于2026年5月1日对CDN Interconnect、Direct Peering、 Carrier Peering等方式进行数据传输的价格进行调整，其中北美地区翻 倍。(格隆汇) ...

According to TheStreet, Alphabet (GOOGL), the parent company of Google, became just the fourth company in history to reach a $4 trillion valuation. Alphabet, fueled by artificial intelligence (AI) optimization, joined Nvidia, Microsoft and Apple as one of only four companies to reach this mark in recent years. Reuters noted that Alphabet recently surpassed Apple in market cap for the first time since 2019 and that the stock surged by 65% in 2025. When a company experiences substantial growth, there are o ...

Tesla’s (TSLA) bold claims about driverless robotaxis in Austin have come under scrutiny. Reports suggest the vehicles still rely on support crews, raising doubts about Tesla’s autonomy claims and keeping the stock down. Meanwhile, Alphabet’s (GOOG) (GOOGL) Waymo and Amazon’s (AMZN) Zoox are widely seen as front-runners in the self-driving taxi race. Waymo, backed by Google, has launched a paid robotaxi service in Miami, its sixth U.S. market, extending its lead over rivals. More News from Barchart Ana ...

Core Insights - Artificial intelligence (AI) is significantly enhancing returns for major tech companies, particularly the "Magnificent Seven," while still presenting growth opportunities at reasonable valuations [1] Meta Platforms - Meta Platforms has over 3 billion users on Facebook and Instagram, leveraging AI to improve ad targeting and recommendations, resulting in a 26% year-over-year revenue increase last quarter [4] - Analysts project a 16% annualized earnings growth for Meta, supporting its forward price-to-earnings multiple of 21 at the current share price of $646 [5] - The company plans to invest heavily in AI infrastructure, which may pressure margins in the short term but is expected to yield significant long-term benefits for ad revenue and shareholder value [6][7] Alphabet (Google) - Alphabet generates substantial revenue, with approximately $385 billion in trailing revenue, of which nearly three-quarters comes from advertising [8] - The company's net profit reached $124 billion over the last year, enabling continued investment in AI to enhance user services and sustain growth [9]

Core Viewpoint - Wall Street is focused on understanding the current expansion of AI infrastructure and the associated costs, with major companies like Microsoft, Meta, Amazon, and Alphabet set to provide insights that will influence investor sentiment and expectations for AI-related capital expenditures [1][4][22] Group 1: Company Insights - Microsoft will discuss Azure and enterprise demand, with expectations for strong AI revenue growth, while also needing to reassure investors about the sustainability of its spending [5][7][13] - Meta's simpler business model relies on advertising revenue, and analysts expect it to deliver modest results while assessing the impact of AI spending on its ad performance [8][10] - Amazon is expected to frame its AI investments as a response to growing demand, with AWS positioned as a key growth engine, while also managing operational efficiency [14] - Alphabet's strategy involves leveraging its comprehensive AI tech stack, but it faces scrutiny regarding the speed of monetization from its AI investments [15][16] Group 2: Market Dynamics - The upcoming earnings calls will serve as a stress test for the AI supply chain, with the language used by these companies indicating their confidence in ongoing AI demand and spending [4][12][22] - Investors are keen to see whether companies will maintain a bullish outlook on AI infrastructure or shift towards more cautious language regarding spending and capacity [19][21] - The narrative built from these earnings reports will significantly influence Nvidia's market position, as it is closely tied to the demand signals from these major players [18][22]

Core Viewpoint - Alphabet's stock has shown strong performance, driven by its leadership in AI and significant investments in AI chip technology, particularly TPUs, positioning it well for future advancements in artificial general intelligence (AGI) [1][5]. Group 1: Alphabet's Market Position - Alphabet's stock was the top performer among the "Mag Seven" tech stocks last year, with shares up nearly 6% year-to-date [1]. - The company has successfully leveraged its Google Search capabilities to enhance its AI model, Gemini, which is seen as a competitive advantage [3]. - Alphabet's collaboration with Apple to power Siri with Gemini is a significant win, potentially enhancing its market position further [4]. Group 2: Financial Metrics - Alphabet's shares are trading at approximately 33.0 times trailing price-to-earnings (P/E), close to all-time highs, indicating strong investor confidence despite high valuations [5]. - The company continues to attract investment interest due to its potential growth drivers, including AI advancements and strategic acquisitions [5][6]. Group 3: Strategic Initiatives - Alphabet is investing in Japanese startup Sakana, which may enhance its AI capabilities in Japan [6]. - The acquisition of Common Sense Machine strengthens Alphabet's 3D generative AI capabilities, further solidifying its competitive edge in the tech landscape [6].