Key Takeaways GOOGL shares soared 64.7% in a year, outpacing MAGS and all other Magnificent 7 stocks. Alphabet's AI push is driving growth in search, ads, and Google Cloud enterprise adoption. Capacity limits, rising costs, and premium valuation may weigh on GOOGL's 2026 outlook. Alphabet (GOOGL) shares have jumped 64.7% in a year, making GOOGL the best-performing stock among the Magnificent 7 group. The shares have outperformed the Roundhill Magnificent Seven ETF (MAGS) that provides focused, equal-weight ...

Group 1 - Alphabet (Google's parent company) reported $12.56 billion in new buys by top mutual funds, with an additional $2.37 billion worth of Google stock purchased by leading money managers in the latest report [3] - Google maintains a strong demand with a 1.6 up/down volume ratio, indicating positive market sentiment [3] - Eli Lilly, Google, and Bloom Energy are highlighted as key stocks in focus for investors [6] Group 2 - The stock market experienced significant movements, with the Dow gaining nearly 500 points and the S&P 500 reaching a new high [8] - Analysts are optimistic about Google and Nvidia, identifying them as stocks to watch for potential growth [8]

Key Points Warren Buffett added a position in Alphabet to Berkshire's stock portfolio. Ken Griffin reversed course on giant Chinese electric carmaker Nio. Chase Coleman III's Tiger Global Management initiated a Netflix position. 10 stocks we like better than Alphabet › Want to invest like a billionaire? Good news! Thanks to the U.S. Securities and Exchange Commission (SEC), we know exactly how some billionaires, including Warren Buffett, Ken Griffin, and Chase Coleman III, are investing their mon ...

Key Points Berkshire Hathaway already owns a huge stake in a top oil and gas outfit. It could easily buy more of it. Buffett was never a big fan of technology stocks, but Alphabet is proving to be a worthy exception. Digital Realty Trust is more of a recurring income investment than a growth holding. 10 stocks we like better than Occidental Petroleum › It's official. Warren Buffett is no longer the CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). He stepped down from this role at the end o ...

This story was originally published on ESG Dive. To receive daily news and insights, subscribe to our free daily ESG Dive newsletter. Dive Brief: Alphabet, Google’s parent company, announced last month it will acquire clean energy and data center infrastructure developer Intersect in a $4.75 billion deal expected to close in the first half of this year. Intersect’s operations will remain separate from Google and Alphabet’s, with Intersect founder and CEO Sheldon Kimber retaining his title, according to ...

I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...

Core Insights - The focus is on in-depth research of various companies across different sectors, including commodities and technology, with a particular interest in metals and mining stocks [1] Group 1: Company Research - The company has over a decade of experience in researching industries such as oil, natural gas, gold, and copper [1] - The company has transitioned from writing a blog to creating a value investing-focused YouTube channel, indicating a shift in content delivery methods [1] - The company has researched hundreds of different companies, showcasing a broad scope of analysis [1] Group 2: Industry Focus - The company expresses a preference for covering metals and mining stocks, while also being comfortable with sectors like consumer discretionary/staples, REITs, and utilities [1]

Core Viewpoint - Analysts are increasingly optimistic about Alphabet's stock price outlook for 2026, driven by the enhancement of search tools through artificial intelligence, which is expected to boost search query volume and user engagement [1][2]. Group 1: Analyst Ratings and Price Targets - Citizens analyst Andrew Boone raised Alphabet's target price from $340 to $385, implying a potential upside of approximately 22% from the previous closing price of $313.85 [1]. - TD Cowen analyst John Blackledge assigned a "Buy" rating with a target price of $350, highlighting the positive impact of AI Mode and Overviews on search engagement [1]. - Evercore ISI analyst Mark Mahaney maintained an "Outperform" rating with a target price of $325, noting that AI innovations are expected to create a better search experience, leading to sustained revenue growth [2]. Group 2: Market Sentiment and Performance - Alphabet's stock has risen 66% this year, outperforming major indices such as the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average [2]. - The market sentiment has shifted positively, with analysts noting that despite increased AI search usage, Google's overall usage remains stable [2]. Group 3: Valuation Concerns - Alphabet's current price corresponds to a forward P/E ratio of approximately 27.9, which is higher than its five-year average of 21.7 [3]. - The ability of AI to consistently translate into search and advertising revenue growth is seen as a critical factor for further expansion of its valuation [3].

Company Overview - Alphabet (GOOGL) is a leading innovative company that has expanded from a search engine provider to various sectors including cloud computing, ad-based video and music streaming, autonomous vehicles, and healthcare, holding approximately 90% of the online search market share [1] - The company has seen an increase in search queries driven by mobile device usage, advertiser activity, and improved ad formats [1] AI Development - Alphabet's search market dominance and cloud expansion are significant growth drivers, with initial AI efforts facing challenges but later iterations, such as Gemini 2.5, becoming industry standards [2] - Concerns about AI cannibalizing the search business are unfounded, as Google's hybrid AI search model has gained popularity among younger users and enhanced user experience across various platforms [2] Technology and Infrastructure - Google has developed its own Tensor Processing Units (TPUs) to accelerate machine learning tasks, providing superior performance for AI applications compared to other hardware [3] - The TPUs are integral to Google's AI Hypercompute system, allowing for efficient machine learning operations [3] Cloud Computing Growth - Google Cloud revenues grew by 33.5% year-over-year to $15.16 billion in Q3 2025, supported by investments in infrastructure, security, and AI [4] - Strategic partnerships, including one with NVIDIA, and the introduction of new technologies are enhancing Google Cloud's market position [4] Advertising and YouTube Performance - AI advancements are improving ad targeting and effectiveness, contributing to the resilience and profitability of Google's core business [5] - YouTube continues to be a strong revenue driver, with expectations of double-digit growth for 2026 [6] Financial Estimates - Zacks Consensus estimates project revenues of $340.26 billion for the current year and $390.18 billion for the next year, reflecting year-over-year growth rates of 15.30% and 14.67% respectively [7] Future Growth Prospects - Waymo is achieving over 450,000 paid robotaxi rides weekly, with ambitions to reach 1 million rides by late 2026, indicating significant growth potential in autonomous vehicle services [8] Investment Insights - Berkshire Hathaway's $4.3 billion investment in Alphabet highlights confidence in the company's market dominance and growth potential in AI [11] - Alphabet's P/E ratio of 30x EPS suggests reasonable valuation, supported by a strong cash position of approximately $100 billion and low debt [12] Market Performance - GOOGL shares have shown strong performance, trending higher throughout the year, indicating positive investor sentiment [13] Strategic Positioning - Alphabet is strategically positioned in technology, combining strong search economics, cloud momentum, and expanding AI capabilities [15]

We're back here on Morning Movers with a look at Alphabet. The stock had a powerful year in 2025, surging about 65% as of Friday's close, driven by strong AI momentum with Gemini, record cloud backlogs and a growing market cap nearing $4 trillion despite ongoing investor concerns about AI's impact on traditional ad revenue and antirust issues with analysts projecting continued growth into 2026. Now, it's time for our chart of the day.Joining us is Rachel Dashil, senior manager of trading services at Charles ...