While the stock market has rallied from its lows earlier this year, there are still nice bargains in the tech space. Let's look at five bargain tech stocks ready for a bull run.1. AlphabetTrading at a forward price-to-earnings (P/E) ratio of below 16.5x analyst 2025 estimates, Alphabet (GOOGL 1.69%) (GOOG 1.74%) is the cheapest of the megacap tech stocks.While best known for its Google search engine, Alphabet has a solid collection of market-leading and emerging businesses. Its YouTube streaming service is ...

Core Viewpoint - The current market environment is characterized by volatility due to geopolitical tensions, trade disputes, and persistent inflation, making investment decisions challenging. However, certain stocks are highlighted as strong investment opportunities due to their financial strength, growth potential, and reasonable valuations [1][2]. Company Summaries Alphabet - Alphabet is a leading technology company with diverse operations including Google search, YouTube, and cloud computing [4]. - The company reported over $90 billion in revenue and nearly $35 billion in profit in the first quarter, with a revenue growth of 12% and a net income increase of 46% [5]. - Alphabet is heavily investing in artificial intelligence, launching its AI model Gemini 2.5, and enhancing its Google search capabilities with AI features [6]. - The company has increased its dividend by 5% and authorized a $70 billion share repurchase, indicating strong cash flow management [6]. - Alphabet's forward price-to-earnings ratio is around 18.5, which is lower than the S&P 500's 22.5 and the Nasdaq-100's 28, presenting a compelling growth and value proposition [7]. Brookfield Infrastructure - Brookfield Infrastructure is a global leader in infrastructure with an expected growth in funds from operations (FFO) of over 10% per share this year, driven by inflation-linked rate increases and expansion projects [8]. - The company anticipates generating at least $3.43 per share in FFO this year, trading at around 12 times its FFO with a stock price below $41.50 [9]. - Brookfield offers a dividend yield of over 4%, more than double that of the S&P 500, making it an attractive investment for income-focused investors [10]. Prologis - Prologis is a leading industrial real estate investment trust (REIT) with a strong track record of delivering above-average growth, achieving a 12% compound annual growth rate in core FFO over the past five years [11]. - The company reported a 10.9% growth in core FFO per share during the quarter, supported by strong leasing demand and strategic investments in data centers [12]. - Prologis expects industry headwinds to diminish, with limited new supply and high construction costs driving rent growth [13]. - The REIT maintains a strong balance sheet, allowing it to pursue new investment opportunities, and its shares are nearly 20% below their 52-week high, with a dividend yield of 3.8% [14].

Stock market guru Warren Buffett is renowned as a value investor who believes that it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.Yet applying Buffett's approach to the artificial intelligence (AI) market can prove challenging. Finding reasonably priced AI stocks isn't easy in this hot sector, but good values do exist.Three of them are Micron Technology (MU 1.98%), Dell Technologies (DELL -1.13%), and Google parent Alphabet (GOOGL -0.04%) (GOOG -0.11%). T ...

Even though the S&P 500 has recovered most of its losses in 2025, this has been a challenging year for some stocks as they grapple with regulatory challenges and economic uncertainty. Let's explore the pros and cons for Super Micro Computer (SMCI 0.91%) and Alphabet (GOOGL -0.38%) (GOOG -0.40%). Super Micro Computer Down 65% from an all-time high of $119 reached in early 2024, Super Micro Computer's stock crash predates Trump's trade war. Last year, the company was hit by a short-seller report accusing it o ...

Group 1: Nvidia - Nvidia holds over 90% market share in the data center GPU market, crucial for AI model training [3] - The company generated $115 billion in sales from its data center division over the past 12 months, contributing significantly to its total revenue of $130.5 billion [4] - Data center buildouts are projected to grow from $400 billion in 2024 to $1 trillion by 2028, indicating substantial future growth potential for Nvidia [5][6] Group 2: Taiwan Semiconductor - Taiwan Semiconductor (TSMC) manufactures chips for major tech companies, establishing itself as a key partner due to its continuous innovation [8] - TSMC anticipates AI-related revenue growth at a 45% compound annual growth rate (CAGR) over the next five years, with overall revenue expected to grow at nearly 20% CAGR [9] - TSMC plans to invest $100 billion in U.S. chip production facilities to mitigate tariff risks, as most of its fabrication facilities are outside the U.S. [10][11] Group 3: Alphabet - Alphabet is currently trading at a low valuation of 17 times forward earnings, making it one of the cheaper stocks in the market [12] - Concerns regarding Alphabet stem from its reliance on advertising, potential competition from generative AI, and legal issues related to monopoly practices [14][15] - Despite these challenges, Alphabet is integrating AI into its services and is expected to recover advertising revenue post-downturn, suggesting that current pessimism may be excessive [16]

Core Viewpoint - The US Department of Justice (DOJ) is pursuing legal action against Google, alleging that the company is illegally maintaining its dominance in the search engine market, with potential remedies including the sale of its Chrome browser [1][2][3]. Group 1: Legal Proceedings - The hearings began on April 22 and are expected to last three weeks, with the DOJ advocating for Google to divest key assets [1][2]. - Judge Amit P. Mehta is presiding over the case, having previously ruled that Google illegally maintained a monopoly in search [5][6]. - The DOJ's opening statements emphasized that Google should be compelled to assist rival search engines that it has unfairly excluded from competition [3]. Group 2: Market Impact - Google currently holds over 89% of the global search engine market share, a slight decrease from 91% last summer [7]. - The case could significantly alter how tech companies operate and how users conduct online searches [2][12]. - Several tech companies, including OpenAI, Perplexity AI, and Yahoo, have expressed interest in acquiring Chrome if mandated by the court [2][9][11]. Group 3: Potential Outcomes - Possible outcomes for Google include a breakup of the company, which could involve separating the Chrome browser or Android operating system [12][13]. - The DOJ aims to prohibit Google from exclusive agreements that establish its search engine as the default on devices and browsers [12]. - This case marks the first significant attempt to dismantle a company for illegal monopolization since the failed breakup of Microsoft two decades ago [13][14]. Group 4: Broader Context - Other major tech companies, such as Apple and Amazon, are also facing antitrust lawsuits, indicating a broader scrutiny of the tech industry [14]. - The hearings reflect a changing political landscape, with implications for the future of artificial intelligence and its intersection with market competition [14][15].