The commitment to Azure underlines a key driver in Microsoft’s ongoing shift from software company to cloud services provider. Microsoft spent more than $34 billion in capital expenditures during its fiscal Q1, with $11.1 billion of that total going to expanding its data center footprint. Company CEO Satya Nadella has said that Microsoft plans to increase its AI capacity by 80% by the end of fiscal year 2026 and to double its data center footprint over the next two years.Under this new arrangement, Microsof ...

Key Points Google Search has exceeded all expectations in 2025. Taiwan Semiconductor is a key part of the AI race. MercadoLibre has built an empire in Latin America. 10 stocks we like better than Alphabet › Identifying stocks that are excellent buys now and intending to hold them forever is a wise investment strategy. It forces you to throw out some companies that are incredibly risky or are dependent on a single event occurring. These companies should also display resilience and be leaders in th ...

Alphabet's Q3 showed that it's a clear leader in AI.Alphabet (GOOG +0.82%) (GOOGL +0.88%) was once a laggard in the artificial intelligence (AI) race, but no longer. Its Gemini generative AI model has been recognized as one of the top options, and it is the most used, with its integration into Google Search.Alphabet has other AI aspirations, but its current business is putting up incredible numbers, and it shows that the company has the ability to compete over the long run in AI.Despite the company's impres ...

Alphabet is firing on all cylinders.Alphabet (GOOGL +0.88%) (GOOG +0.82%) continued to once again prove it's an artificial intelligence (AI) winner with growth accelerating in both its search and cloud computing businesses. While the stock is now up more than 50% on the year, it still looks as if it has plenty of upside potential ahead.Let's take a closer look at the company's Q3 results and prospects and why I think the stock is still a buy. Growth acceleratesGoogle Cloud was once again the star for Alphab ...

We recently published 10 Stocks Everyone’s Discussing Amid Latest Earnings Season. Alphabet Inc (NASDAQ:GOOGL) is one of the stocks everyone's discussing. Steve Weiss, founder and managing partner at Short Hills Capital Partners, said in a recent program on CNBC that he’s trimming his stake in Alphabet Inc (NASDAQ:GOOGL) and may sell it completely amid AI-related threats to the company’s search business. Weiss, citing his sources, said that he’s “hearing” that search could be down up to 25% this year. “I ...

文章核心观点 - 投资者在11月调整投资组合以布局2026年 人工智能领域可能存在泡沫 但主要局限于为OpenAI等公司提供计算设备且无法以现金支付的公司 [1] - Alphabet、亚马逊和Meta Platforms仍处于优势地位 这三家公司是11月极佳的投资选择 预计在未来几年将为投资者带来可观回报 [1][2] 公司分析 Alphabet (谷歌母公司) - 公司核心业务为广告 约四分之三收入来自其各平台广告 [4] - 谷歌搜索引擎业务实现关键转型 从可能被淘汰转变为认可其主导地位 [5] - 通过AI搜索概览功能整合 在搜索结果顶部提供简短AI生成摘要 满足用户对生成式AI需求 同时保留深入探索选项 [6] - 公司拥有领先生成式AI模型Gemini [6] - 在谷歌搜索引擎生态系统垄断案中获得轻判 无需出售Chrome浏览器 仅需做出少量让步 [7] - 在短时间内从AI落后者转变为AI领导者 这一趋势预计将持续数年 [7] 亚马逊 - 在线购物业务是公司重要组成部分 但并非增长最快部分 [10] - 广告服务和亚马逊云服务是两个最重要部门 正在提升公司利润率 [9][10]

Investing is not just a game of giant Jenga. But the pessimistic hedge funds, or the ones who must have shorts on to justify their high fees, as well as their media acolytes who sound so painfully bearish even if they are just trying to sound like informed skeptics, sure make it seem that way when they fixate on the fate of the stock market and the "Magnificent Seven." The presumption of the gang tackle of articles about the Seven is simple: The market is too heavily concentrated in these seven stocks: Alph ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the AI Stocks in the Spotlight This Week. On October 30, TD Cowen raised its price target on the stock to $335.00 from $280.00 while maintaining a Buy rating. The rating affirmation follows Alphabet’s quarterly earnings report. The tech giant’s third-quarter earnings beat analyst expectations, with total revenue beating consensus estimates by 2.4%. Search, Cloud, and YouTube all beat expectations by 3%, the firm noted. Meanwhile, operating income was 2.5% above the ...

华尔街分析师评级 - 华尔街对Alphabet的青睐度日益增加 在覆盖该股票的68位分析师中 14位给予“强力买入”评级 44位给予“买入”评级 10位给予“持有”评级 [1] 人工智能对搜索业务的积极影响 - 人工智能并未显著颠覆谷歌搜索业务 反而帮助其扩张 [3] - AI Overviews和AI Mode功能改善了整体搜索体验 导致总查询量和商业查询量增加 [4] - 人工智能体验增强了客户与企业的连接方式 并通过谷歌搜索影响购物行为 [4] - 人工智能模型帮助企业更好地理解购买意图 有助于建立新的消费者连接 [4] - 这些因素转化为更高的用户参与度和更好的搜索变现能力 [4] - 管理层指出 AI Overviews内的广告变现率与传统搜索相同 这缓解了投资者对其核心现金引擎的短期担忧 [4] 财务业绩与增长动力 - 2025财年第三季度（截至2025年9月30日）公司收入同比增长16%至1023亿美元 首次突破单季度收入1000亿美元里程碑 [5] - 搜索及其他广告收入同比增长15%至560亿美元 [5] - 谷歌云成为关键增长催化剂 收入同比增长34%至152亿美元 [5] - 谷歌云的未履行合同额同比增长82%至1550亿美元 显示出多年的收入可见性 [5] 资本支出与估值 - Alphabet预计2025财年资本支出投资约为910亿至930亿美元 主要用于支持数据中心和服务器容量需求的增长 [6] - 公司远期市盈率为292倍 考虑到其多元化的业务、规模优势和强劲的财务状况 该估值显得合理 [8] - 人工智能有助于深化用户参与度并改善其产品的变现能力 该股票有望在未来几年继续受到华尔街青睐 [8]

Bretton Capital Management, an investment management company, released the “Bretton Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 8.21% compared to 8.12% for the S&P 500 Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its third-quarter 2025 investor letter, Bretton Fund highlighted stocks such as Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers vario ...