2025 proved Alphabet can scale AI without breaking its core business. Google Cloud crossed the line from optionality to a structural growth engine. Alphabet reaffirmed its status as a durable mega-cap ...
Alphabet has been carefully selected and included in the portfolio with a long-term mindset. There's a specific strategy associated with its inclusion, outside of simply wanting to own a good business ...
Now, Alphabet trades for 30 times forward earnings, about the same price as other big tech peers. As a result, I don't think Alphabet will be able to deliver the same level of impressive returns in ...
Monday's rally saw Broadcom notch its best day since April 9. The stock was the S&P 500's top performer of the day. The move in Broadcom comes as investors continue to push shares of Google-parent ...
AI and quantum computing will accelerate medical breakthroughs, potentially doubling human lifespan and revolutionizing disease treatment. Alphabet is uniquely positioned to lead in healthspan and ...