Core Viewpoint - Both Costco and Alphabet are considered good dividend stocks despite their low yields, with Costco being a more stable option and Alphabet offering greater long-term growth potential [2][13][14] Group 1: Costco - Costco has a consistent dividend history, with a payout ratio below 30% and an annual growth rate of around 13% over the past years [5][6] - The latest quarterly dividend was raised to $1.30, resulting in an annual payout of $5.20 and a yield of approximately 0.5% [5] - Costco occasionally pays special dividends, such as a $15 special dividend in early 2024, which can benefit long-term shareholders [6] - The stock trades at over 50 times earnings, reflecting its quality but leaving little margin for error in future performance [7][8] - Despite healthy sales and earnings growth of 8% and 13% respectively in the most recent quarter, the high valuation limits future return expectations [8] Group 2: Alphabet - Alphabet initiated its dividend in 2024, with a small annual payout of $0.84 per share and a yield of around 0.4%, but a payout ratio of less than 10% allows for significant growth potential [9] - The company is heavily investing in AI and cloud infrastructure, which has impacted short-term free cash flow but is aimed at long-term growth [10] - Alphabet's diversified revenue sources, including advertising, YouTube, and Google Cloud, are performing well, contributing to its growth story [11] - The stock trades at about 21 times forward earnings, which is lower than many tech peers and Costco, indicating a favorable valuation [11] - Revenue and operating income increased by 14% year over year in the second quarter of 2025, suggesting potential for substantial future dividend increases [12]

Alphabet's stock trades at a significant discount to the market and its big tech peers.Finding underrated artificial intelligence (AI) stocks isn't an easy task. There's a ton of hype and expectations built into this investment trend, and finding one that's underrated is easier said than done. However, I think there's an underrated AI stock that everyone knows about that's ripe for strong gains over the next few years: Alphabet (GOOG 0.52%) (GOOGL 0.46%).While Alphabet may have stumbled out of the gate in t ...

These stocks look attractive in an increasingly expensive market.The S&P 500 has continued to rally this year. It's up about 10% year to date and almost 20% over the past 12 months. That has the market trading at an elevated valuation of about 22 times forward earnings. The only other times it has been this high in the last quarter century are right before the dot-com bust and shortly after the pandemic. While most stocks currently trade at high valuations (especially the "Magnificent Seven"), there are som ...

Core Insights - The "Ten Titans" are the largest growth-focused U.S. companies by market cap, comprising Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta Platforms, Broadcom, Tesla, Oracle, and Netflix, collectively accounting for over 37% of the S&P 500, indicating a top-heavy market structure [1] Group 1: AI and Technology - Nvidia and Broadcom are pivotal in the development of artificial intelligence, with Nvidia providing a comprehensive AI ecosystem through its GPUs and software, while Broadcom offers AI accelerators that enhance efficiency and reduce power consumption [4][5] - Broadcom's semiconductor segment includes a variety of solutions for enterprise clients, showcasing its differentiated networking and infrastructure software business [6] Group 2: Cloud Computing - Microsoft, Alphabet, and Oracle present distinct investment opportunities in cloud computing, with Microsoft Azure being the second-largest cloud provider and experiencing rapid growth driven by AI demand [7][8] - Alphabet's Google Cloud is growing quickly but does not contribute as significantly to the company's overall profits compared to its other services, yet it remains a strong value proposition among the Ten Titans [9] - Oracle Cloud Infrastructure is gaining traction due to its flexible structure and integration with Oracle's database ecosystem, positioning it as a competitive player in the cloud market [12][13][14] Group 3: Investment Potential - Nvidia, Broadcom, Microsoft, Alphabet, and Oracle have outperformed the S&P 500 over the past five years, although Nvidia, Broadcom, and Oracle are considered more expensive based on their valuations [15][16] - Long-term investors may prioritize growth potential over current valuations, with Nvidia, Broadcom, and Oracle offering attractive growth trajectories, while Microsoft and Alphabet present reasonable valuations with multiple growth avenues [16][17]

北京时间周五清晨，"股神"巴菲特领导的伯克希尔哈撒韦卡在最后时刻公布二季度节点13F表。令市场弹眼落睛的是， 此前被当作"小作 文"对待的"伯克希尔买联合健康"竟然是真的 。 截至二季度末，伯克希尔披露的美股多头仓位价值达到2575亿美元。 | 股票 | Q2末持股数量 | 市值($) | 较Q1持股变动 | | --- | --- | --- | --- | | 苹果 | 280,000,000 | 57,447,600,000 | -20,000,000 | | 美国运通 | 151,610,700 | 48,360,781,086 | | | 美国银行 | 605,267,375 | 28,641,252,185 | -26,306,156 | | 可口可乐 | 400,000,000 | 28,300,000,000 | | | 雪佛龙 | 122,064,792 | 17,478,457,567 | 3,454,258 | | 穆迎 | 24.669.778 | 12,374,113,948 | | | 西方石油 | 264,941,431 | 11,130,189,516 | | | 卡夫亨氏 | ...

Core Viewpoint - Perplexity AI's bid to acquire Google's Chrome browser for $34.5 billion signifies a pivotal moment for Google, especially as it approaches the 20th anniversary of its IPO, amidst ongoing antitrust scrutiny and potential divestiture requirements [1][2]. Group 1: Antitrust Context - The bid by Perplexity AI is the first public attempt to acquire a significant part of Google, coinciding with a judge's decision on whether Google must undertake major divestiture due to its monopoly in the search market [2][3]. - The U.S. Department of Justice (DOJ) has indicated a potential breakup of Google as a remedy for antitrust violations, specifically calling for the divestiture of Chrome to foster competition [3][4]. Group 2: Financial Implications - Investors are closely monitoring the situation as the remedies decision is expected soon, with Alphabet investing heavily in AI infrastructure while facing challenges from AI alternatives to traditional search [5]. - Analysts have begun to estimate the values of Alphabet's various businesses in light of potential drastic measures, with some suggesting a breakup could benefit shareholders [9]. Group 3: Valuation of Key Assets - Analysts value Chrome at approximately $50 billion, based on its user base and revenue share agreements, despite Perplexity's offer being lower than this estimate [12][13]. - Google's cloud business, a key growth area, is valued between $549 billion and $682 billion, with significant profitability achieved in 2023 and a backlog of $106 billion in future committed revenue [18][20]. - YouTube's valuation ranges from $271 billion to $550 billion, with ad revenue increasing by 13% to $9.8 billion in Q2, contributing significantly to Google's overall ad sales [22][23][25]. - Waymo, Alphabet's self-driving car unit, has a valuation estimated between $45 billion and $300 billion, with significant growth potential in the autonomous ride-hailing market [30][31].

Alphabet TodayGOOGLAlphabet$202.99 +1.99 (+0.99%) 52-Week Range$140.53▼$207.05Dividend Yield0.41%P/E Ratio21.61Price Target$211.53Add to WatchlistAlphabet NASDAQ: GOOGL has quietly transformed what began as a shaky start to 2025 into a full-blown comeback. The stock lagged its Magnificent Seven peers early in the year, weighed down by regulatory fears and concerns that its dominance in search and advertising was wavering. Those worries are fading, and with them, the bears. As Alphabet leaned into its AI pr ...

It's important to look beyond short-term challenges with these stocks.Investing in stocks is both accessible to the general public and likely to yield strong returns over the long term. That's what makes it one of the best ways to increase your wealth. However, putting your money in the right stocks is crucial. Some companies may turn out to be terrible investments, as they significantly lag behind the market and may even cease to exist. Investors can avoid that fate by investing in ETFs that track major in ...

zora quietly printing $3m monthly revenue at 1/6th the market cap of comparable protocols• just added gnars trading• secured google cloud grant• launched base integrationmarket treating a working product like a whitepaper ...

Core Insights - Alphabet (GOOGL) shares have increased by 11.3% in the past month, significantly outperforming the Zacks Computer & Technology sector's 3.8% growth, driven by strong Q2 2025 results highlighting AI integration in Search and a surge in Google Cloud revenues [1][10]. Financial Performance - In Q2 2025, Google Search and other revenues rose by 11.7% year over year to $54.19 billion, exceeding the Zacks Consensus Estimate by 3.04%, and represented 56.2% of total revenues [2][10]. - Google Cloud revenues increased by 31.7% year over year to $13.62 billion, surpassing the Zacks Consensus Estimate by 4.24%, and accounted for 14.1% of total revenues [4][10]. Market Position - Google maintains a dominant position in the Search market, handling over 5 trillion queries annually, with a market share of 89.66%, far ahead of Microsoft's Bing at 3.88% [3][10]. - In the cloud computing sector, Google Cloud holds a 20% market share, trailing behind Amazon Web Services at 30% and ahead of Microsoft's 13% [5]. AI Integration and User Engagement - AI Overviews now reach over 2 billion users monthly, available in over 200 countries and 40 languages, driving a 10% increase in global queries [12][10]. - The introduction of AI Mode has led to users generating queries twice as long as traditional searches, with over 100 million monthly active users in the U.S. and India [13][10]. Partnerships and Client Growth - Google Cloud's growth is bolstered by partnerships with companies like NVIDIA and PayPal, enhancing its AI capabilities and expanding its service offerings [14][10]. - The number of deals exceeding $250 million doubled year over year, with new Google Cloud Platform customers increasing by nearly 28% sequentially in Q2 2025 [15]. Earnings Estimates - The Zacks Consensus Estimate for Q3 2025 earnings is $2.32 per share, reflecting a 6.4% increase over the past 30 days, indicating a year-over-year growth of 9.43% [16]. - The consensus for 2025 earnings is projected at $9.94 per share, up 4% over the past 30 days, suggesting a 23.6% increase compared to 2024 [17]. Valuation Metrics - Alphabet's stock is trading at a forward Price/Sales ratio of 6.64X, higher than the Zacks Internet Services industry's 5.38X and Amazon's 3.18X, but lower than Microsoft's 12X [19].