ALPHABET News & Analysis

After the recent selloff, the bull market’s most in-demand stocks look much cheaper.

We raise our fair value on the tech giant. 

With gen AI monetization and ad spending, here’s what we think of Alphabet stock.

It's time for me to open up about my worst ever investment decision. Because it has lessons for all investors.

"We view it as a conglomerate of stellar businesses"

With increased revenue and steady infrastructure investment, here’s what we think of Alphabet stock.

Watching AI developments, capital spending plans, and ad spending in second-quarter numbers.

In mixed set of results, we raised our fair value estimate based on higher revenue and margin forecasts.

The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 

Andrew Mitchell of Ophir Asset Management on the key rules of investing, some of the fund’s winners and losers, and where he's finding value now.