A simple model forecasts Alphabet's stock price to be substantially higher in 2030. Cloud margin expansion and ongoing buybacks could provide upside, while massive capex and regulatory risks remain ...
The narrative around Google and AI has completely shifted. Remember when there was widespread fear that AI would cannibalize ...
Oracle multicloud is cutting networking complexity and reducing data transfer latency. OpenAI will need to raise capital or ...
Capacity is tight, and Alphabet is spending aggressively to expand. It recently upped its capex budget by $10 billion to $85 ...
In its first quarter fiscal 2026 earnings release from Sept. 9, Oracle projected Oracle Cloud Infrastructure (OCI) revenue to ...
Apple ( AAPL 3.25%) is the world's third-largest company, valued at $3.4 trillion at the time of writing. Its dominant consumer tech brand has been a market leader for nearly two decades, but there ...
Alphabet can reach a $3 trillion market capitalization on the strength of its earnings growth alone. Investors are discounting the value of Alphabet’s assets outside of Google Search. AI-powered ...
Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has an important date coming up on the calendar: July 23. After the market closes on that day, it gives investors an update on Q2 results, and I think these ...
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Prediction: This "Ten Titans" Growth Stock Will Join the $3 Trillion Club Before the End of 2027
Alphabet can reach a $3 trillion market capitalization on the strength of its earnings growth alone. Investors are discounting the value of Alphabet’s assets outside of Google Search. AI-powered ...
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