Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization, providing a strong financial foundation [8] - It is trading at less than 7 times earnings, making it an attractive investment compared to other firms in the energy and utility sectors [10] Market Trends - The company is well-positioned to capitalize on the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration's energy policies [14][5] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of investing in AI-related infrastructure [12] Future Outlook - The future of AI is closely tied to energy infrastructure, with the company playing a pivotal role in the next-generation power strategy, particularly in nuclear energy [7][14] - The potential for significant returns is emphasized, with projections of over 100% return within 12 to 24 months for investors who act now [15][19]

Key Points Many new AI companies are making big promises without much progress to show for it. Alphabet's massive quantity of data from its businesses gives it an advantage in training AI. It also has nearly $99 billion in cash, cash equivalents, and marketable securities at its disposal. 10 stocks we like better than Alphabet › Artificial intelligence (AI) has been around for a while, but it has undoubtedly leaped into the mainstream with the popularity of generative AI tools like OpenAI's Chat ...

EV/EBIT is a valuation multiple that divides a company's enterprise value (EV) -- the market capitalization plus debt minus cash -- by its earnings before interest and taxes (EBIT, or operating income). It measures how many times operating earnings the market values the entire business, including debt. A higher multiple indicates investors expect stronger future growth or profitability, while lower multiples suggest caution or maturity.At current valuations, Alphabet's EV/EBIT multiple reached around 23x, u ...

We are starting a position in former Club holding Alphabet , buying 95 shares at roughly $313. GOOGL will have a roughly 0.76% weighting in the portfolio. We've beaten ourselves up plenty over the exit of our long-held position in Alphabet earlier this year. At the time, Jim Cramer admitted to being "torn" on the stock — worried its Google search business was being cannibalized by Gemini and hurt by Grok and ChatGPT, even as YouTube and Waymo were doing well. We determined that Alphabet was late to the gene ...

Core Viewpoint - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving Cogent Communications Holdings, Inc., focusing on whether the company and its executives made false or misleading statements or failed to disclose material information to investors [1]. Company Overview - Cogent Communications provides high-speed internet access, private network, and data center colocation space services [3]. Financial Performance - On November 6, 2025, Cogent Communications reported a nearly 6% year-over-year decrease in service revenue for the third quarter of 2025 [3]. - The company announced a significant dividend cut of 98%, reducing it from $1.015 per share in the prior quarter to $0.02 per share [3]. - Following the financial results announcement, Cogent Communications' share price fell nearly 35% [3].

Alphabet's [also known as Google] stock ( GOOGL ) ( GOOG ) boasts a robust 80% historical win-rate in January. This means that the stock usually delivers positive movement during the first month of a year, which isI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I ...

Core Insights - Alphabet's stock (GOOGL) has an 80% historical win-rate in January, indicating a tendency for positive movement during the first month of the year [1] Group 1 - The stock typically performs well in January, suggesting potential investment opportunities during this period [1]

Market Overview - The equity market rally continued in Q3 2025, driven by strong corporate earnings, increased AI investment, and expectations of economic support from US fiscal policy and lower interest rates [1] - Artisan Value Fund's Investor Class ARTLX, Advisor Class APDLX, and Institutional Class APHLX returned 0.83%, 0.91%, and 0.90% respectively, compared to a 5.33% return for the Russell 1000 Value Index [1] Company Focus: Alphabet Inc. (NASDAQ:GOOG) - Alphabet Inc. was highlighted as a top contributor in Q3, with total revenue growing 14% year-over-year, driven by search and cloud services [3] - Cloud revenue for Alphabet grew 32% year-over-year, with significant acceleration in large deals, including $1 billion deals in the first half of 2025 equaling all of FY24 [3] - The number of monthly tokens monetized by Google has doubled since May, reaching 980, and the user base for its Gemini chatbot increased from 350 million to 450 million [3] - Alphabet's stock has risen over 70% since its April lows, trading around 24 times forward-year earnings estimates, with its valuation now in line with the S&P 500 Index [3] - Despite the stock's rapid increase, the company believes its valuation remains attractive due to strong fundamentals, leading to profit-taking to normalize position size [3]

Group 1 - The Trump administration is intensifying its scrutiny of diversity, equity, and inclusion (DEI) initiatives in hiring and promotion at companies like Google and Verizon, launching investigations under the False Claims Act [1][4] - The investigations are part of a broader initiative by the Department of Justice (DOJ) to use the False Claims Act as a civil rights enforcement tool, expanding its traditional focus on financial fraud [3][10] - Companies that certify compliance with federal anti-discrimination laws while maintaining DEI programs deemed discriminatory could face accusations of submitting "false claims" for government payment [3][10] Group 2 - Google and Verizon have received demands from the DOJ for documents related to their workplace diversity programs, with other companies across various industries also potentially under investigation [4][16] - The DOJ's approach, known as implied certification, argues that compliance with civil rights laws is essential for receiving federal funds, targeting companies with federal contracts that continue DEI policies [10][11] - Legal experts suggest that the DOJ's strategy may face challenges in court, as proving material misrepresentation in securing federal contracts could be difficult [13]

Core Viewpoint - The company is expanding its business into the aviation internet sector, focusing on providing internet and cloud application solutions for passengers in aircraft cabins [1] Group 1: Business Development - The recent aviation internet business is part of the commercial scenario for aircraft cabins [1] - The company leverages its own computing power and full-stack cloud terminal technology to support this initiative [1] - Collaboration with Xinghang Huilian (Beijing) Technology Co., Ltd. marks the starting point for this venture [1] Group 2: Technological Implementation - The company utilizes technologies such as airborne base stations to establish network connections between the cabin and the ground [1] - This technology foundation enables the development of entertainment, office, and cloud application solutions tailored for the aircraft cabin environment [1] Group 3: Commercialization - The goal is to achieve commercialization and monetization of mobile internet and cloud applications within the aircraft cabin scenario [1]