The Nasdaq is officially in correction territory, with the Nasdaq-100 index down by more than 12% from its recent high. A big driver of this has been the "Magnificent Seven" stocks, many of which are down by 20%, or much more, in just a few weeks.To be fair, there's a solid case to be made that some of the megacap technology stocks are still a bit on the expensive side, even after the recent declines. But one that looks especially attractive right now is Google parent company Alphabet (GOOGL -1.45%) (GOOG - ...

Core Viewpoint - The Nasdaq Composite has entered correction territory, dropping over 13% from its record high on December 16, indicating a natural part of the stock market cycle that presents potential investment opportunities, particularly in companies like Alphabet [1][2][3]. Company Performance - Alphabet's stock is down 12% year to date and nearly 20% from its 12-month high, with only Tesla and Nvidia performing worse among the "Magnificent Seven" stocks [4]. - Despite the stock price drop, Alphabet's financial performance remains strong, with over $350 billion in revenue for 2024, a 14% year-over-year increase, and a 31% rise in operating income from 2023 [5]. Revenue Streams - Google advertising is the primary revenue source for Alphabet, but Google Cloud and YouTube have also shown consistent growth, contributing to an annual revenue run rate of $110 billion [6]. - Google Cloud's revenue grew 30% year over year in the fourth quarter, reaching $12 billion, driven by demand for cloud services [7]. Future Investments - Alphabet plans to invest approximately $75 billion in capital expenditures in 2025, focusing on expanding its AI capabilities and enhancing Google Cloud's competitiveness [8]. Valuation - Following recent stock price declines, Alphabet's price-to-earnings (P/E) ratio is around 20.5, below its 10-year average, suggesting the stock may be undervalued compared to other major tech stocks [9][10].

With the markets selling off a bit, investors should examine which dominant stocks are good bargains. Much of the fear driving the sell-off is a potential trade war triggered by President Donald Trump's tariffs (or threat of tariffs).I've pinpointed two stocks that look unstoppable and will be able to weather the storm just fine: Nvidia (NVDA -5.07%) and Alphabet (GOOG -4.41%) (GOOGL -4.49%). Each looks like a strong buy now, and any further weakness is an even greater buying opportunity.NvidiaNvidia makes ...

Alphabet (NASDAQ: GOOGL ) (NASDAQ: GOOG ) (TSX: GOOG:CA ) and many other stocks have seen a recent sell-off pertaining to a trade war. Even so, it remains the magnificent 7's cheapest stock by quite some distance. As the conglomerate rollsAt Investors' Edge, we specialise in identifying undervalued companies with strong fundamentals and great growth potential. Our rigorous value investing approach combines thorough fundamental analysis with a focus on companies trading significantly below their intrinsic va ...

Group 1 - Google's stock (NASDAQ: GOOG, NASDAQ: GOOGL) experienced a -1% total return since the previous 'Strong buy' recommendation prior to the Q4 earnings release on February 4 [1] - The analyst has a beneficial long position in GOOGL shares through stock ownership, options, or other derivatives [2] - The article emphasizes the importance of fundamental analysis in making confident investment decisions, particularly in the technology sector [1] Group 2 - The analyst aims to provide insights that are clear and accessible for investors of all experience levels, fostering a collaborative exploration of market opportunities [1] - The background in IT offers a valuable perspective when navigating the complexities of technology stocks, while also exploring diverse sectors for promising investment prospects [1]

Core Insights - The article highlights Rick's extensive experience in trading stocks and options, emphasizing his role as a best-selling author and his contributions to various authoritative publications [1]. Group 1 - Rick has over 20 years of experience in trading stocks and options, making him a seasoned expert in the financial industry [1]. - His book, "The Financially Independent Millennial," aims to inspire readers by sharing his journey to financial independence at the age of 35 [1]. - Rick's work is recognized by major media outlets, indicating his influence and credibility in the finance sector [1]. Group 2 - The article does not provide any specific company or industry analysis, focusing instead on Rick's personal achievements and writing [1].

Core Insights - AI stocks have significantly contributed to the S&P 500's bull market, driven by the potential of AI to enhance efficiency and reduce costs across various industries, particularly in healthcare and pharmaceuticals [1][2] - The current market conditions have created buying opportunities for quality AI companies, as some stocks have become undervalued despite previous high valuations [3] Group 1: Nvidia - Nvidia is a market leader in AI technology, known for its innovative products and strong profitability, maintaining a gross margin above 70% during recent product launches [6][8] - The stock is currently trading at 25 times forward earnings estimates, a decrease from 48 in January, indicating a significant drop in valuation and presenting a buying opportunity for investors [8] - Nvidia's chips are essential for AI tasks, with major tech companies like Microsoft and Meta Platforms as key customers, ensuring continued demand for its products [7] Group 2: Alphabet - Alphabet, known for Google Search, has a growing revenue stream from Google Cloud, which reported a 30% revenue increase to $12 billion in the latest quarter, largely due to AI investments [9][10] - The company has developed its own large language model, Gemini, which enhances its services and is available for customer use, further driving AI adoption [11] - Alphabet plans to invest $75 billion in capital expenditures this year to expand its AI infrastructure, positioning itself for future growth in the AI sector [12] - The stock is trading at 19 times forward earnings estimates, down from over 24 in December, making it an attractive option for investors looking to capitalize on AI market growth [13]

Famed investor Warren Buffett once said, "Be fearful when others are greedy and be greedy when others are fearful." I think that's a perfect line to keep in mind as the market continues to sell off some of the big tech companies, as nothing has shifted in the investment thesis of these stocks.One of the stocks that has declined from its highs is Alphabet (GOOG 1.38%) (GOOGL 1.23%). At its current level, the stock looks incredibly cheap, and investors should pounce on this bargain opportunity while fear in t ...

Core Insights - Google has launched two updates for its AI features: expanded AI Overviews and a new experimental feature called AI Mode [1][2] Group 1: AI Overviews - AI Overviews are now used by over one billion people, indicating their popularity and effectiveness in assisting users with complex queries [2][5] - The updated AI Overviews provide faster and higher quality responses, are more frequently shown for difficult questions, and are now accessible to teens without requiring sign-in [3] - The introduction of Gemini 2.0 enhances the capability of AI Overviews to address more challenging inquiries, such as coding and advanced math [2][3] Group 2: AI Mode - AI Mode is an experimental feature that utilizes a custom version of Gemini 2.0, designed to handle nuanced questions and provide relevant web links [3][4] - This mode can access real-time information, issue multiple related searches simultaneously, and consolidate results in its responses [4] - AI Mode will initially be available to Google One AI Premium subscribers who receive an invitation, reflecting a targeted rollout strategy [4] Group 3: User Feedback and Impact - Internal feedback and insights from trusted testers indicate that AI Mode is perceived as incredibly helpful, particularly for its speed, quality, and freshness of responses [5] - The introduction of AI Overviews has led to users exploring a greater diversity of websites for complex questions, resulting in higher-quality clicks for those sites [6]

Core Points - Google plans to cut employees in its "People Operations" and cloud organizations as part of internal reorganizations, offering a voluntary exit program to U.S.-based full-time employees in People Operations starting in early March [1][2] - The company aims to drive cost-cutting measures while expanding spending on AI infrastructure in 2025, following a fourth-quarter revenue report that missed expectations [2] - Employees at level 4 and level 5 in People Operations may receive a severance package of 14 weeks of salary plus one additional week for each full year of service [2] - Cuts have also been made within the cloud unit, primarily affecting operations support staff, with some roles being relocated to other countries [3] - Google emphasizes that these reorganizations are part of the normal course of business and aims to operate more efficiently while investing in significant opportunities [4][3] - The company is providing support to impacted employees, including time to explore and apply for different roles within Google [5]