GOOG News and Press, Alphabet Inc.

2024-07-24 18:02:30 ET More on the markets and the economy Nasdaq sinks more than 3%, S&P slides on disappointing start of Mag 7 financial results Risk factors that could affect the summer rally - BofA What SocGen's Edwards sees bursting the tech bubble and sendi...

2024-07-24 15:19:36 ET More on Alphabet, etc. Google Q2: Cloud Growth And Margin Expansion Continues Google: A Wafer-Thin Q2 Double Beat Meets Lofty Valuation - Buy, Sell, Or Hold? Here's Why Google Fell Despite The Q2 2024 Earnings Outperformance Nvidia, Qua...

2024-07-24 15:18:52 ET Summary Uncertainty surrounds Tesla's valuation, with doubts about the company's ability to sustain growth and overcome regulatory and competitive challenges. Tesla's stock rating remains a strong sell for the seventh time in a row. Elon Musk's ambitious...

2024-07-24 14:27:59 ET More on big tech and AI Google Q2: Cloud Growth And Margin Expansion Continues Google: A Wafer-Thin Q2 Double Beat Meets Lofty Valuation - Buy, Sell, Or Hold? Here's Why Google Fell Despite The Q2 2024 Earnings Outperformance Microsoft ...

2024-07-24 13:35:14 ET Summary Strong cloud growth drives overall top-line growth, with Google Cloud representing over 12% of total revenue and showing 28.8% year-over-year growth in Q2. Anticipate Google Cloud business to continue growing by 20%+ with margin expansion potential d...

2024-07-24 13:23:15 ET Summary Despite recording a double beat, Alphabet/Google's stock price is dipping by ~4% in the aftermath of its Q2 2024 report. Alphabet's Q2 earnings report showed strong performance in Search and Cloud, but YouTube ad revenues fell short of expectations. ...

2024-07-24 11:51:35 ET Summary The mega-cap tech stocks have been rapidly increasing their use of stock-based compensation (SBC) in recent years, and this can add a level of complexity to valuation analysis. SBC should be considered a real expense, and I make adjustments for it in...

2024-07-24 11:39:28 ET Summary Google continues to be well-positioned in the AI play, with robust Q2 results in its core Search advertising business and persistent momentum in Cloud monetization. The latest earnings outperformance continues to assuage previous concerns about AI-dr...

2024-07-24 11:33:39 ET Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) stock is losing ground Wednesday. The tech giant's share price was down 3.4% as of 10:30 a.m. ET, according to data from S&P Global Market Intelligence . Alphabet published second-quarter results after th...

2024-07-24 11:25:00 ET Summary The Value Fund was up +1.6% net of fees and expenses in the second quarter, is up +11.5% year to date (YTD), and +19.3% over the past 12 months. Must-own” AI stocks are not for us: we are immune from the FOMO virus. Our top contributor in ...