Alphabet: The Discreet AI Leader

Alphabet Inc.'s (GOOGL, Financial) (GOOG, Financial) access to data is unrivalled and the artificial intelligence revolution has higher probability to transit at some point through the company. Google has a 90% market share in search activity, and there lies its competitive advantage (or moat) in the AI race. The stock's valuation is still within the historical valuation range it has been subject to since 2010, despite being on the verge of a potential earnings breakout. Analysts expect double-digit growth ...