GOOGLE News & Analysis

We raise our fair value on the tech giant. 

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

"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.

These stocks and the key trends behind them are critical for understanding the AI investment landscape

US tech earnings for two industry leaders.

A new analyst report from Morningstar highlights three ETFs for investors hunting for tech exposure but cautions against "jumping on the bandwagon"...

The AI gold rush involves some familiar tech giants. Should investors be worried about over-exposure to this theme?