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ChatGPT Stock Portfolio: Is Alphabet (GOOGL) Really Undervalued?
Insider Monkey79d agoneutral
ChatGPT Stock Portfolio: Is Alphabet (GOOGL) Really Undervalued?

We just covered the ChatGPT Stock Portfolio: Top 7 Picks For 2026. Alphabet Inc (NASDAQ:GOOGL) ranks #1 (see ChatGPT Stock Portfolio: Top 4 Picks For 2026). Number of Hedge Funds: 265 ChatGPT opened a position in Alphabet Inc (NASDAQ:GOOGL) in late March, according to Rallies Arena X account. The AI chatbot bull case was simple: it’s […]

Why Google Stock Outshines Amazon
Trefis79d agoneutral
Why Google Stock Outshines Amazon

Amazon (AMZN) commands a persistent premium valuation from the broader market, trading at roughly 32x based on its current market price and TTM EPS. That is great for Amazon. But wait a minute, Alphabet (GOOG) currently sits at a noticeably more attractive 29x multiple. Hard to believe, but the market prices Amazon at a persistent premium to Google. This, despite the fact that Google's top-line revenue growth for the first quarter of 2026 stood at 22% compared to just 17% for Amazon, a growth pr

Stocks to Watch: Nvidia, Qualcomm, easyJet
The Wall Street Journal79d agoneutral
Stocks to Watch: Nvidia, Qualcomm, easyJet

↗️ Nvidia (NVDA): The world’s most valuable company unveiled its new superchip at the Computex conference in Taipei, which it described as “the most efficient PC chip ever built.” The chips will be used to power computers designed for running AI agents.

Analysis-AI debt sales reshape global corporate bond markets
Reuters80d agoneutral
Analysis-AI debt sales reshape global corporate bond markets

From Europe to Japan and Switzerland, huge bond issues by Big Tech companies are proving that smaller markets, often overshadowed by the U.S., can punch above their weight in the $40 trillion world of corporate debt. Google-parent Alphabet is already one of the biggest ‌outstanding borrowers in the sterling and Swiss franc corporate bond markets, while Amazon raised 14.5 billion euros ($16.88 billion) in March from an eight-part deal, the ‌largest ever in the euro corporate bond market, according to LSEG. Debt issues by so-called "hyperscalers" - or Big Tech companies - outside the United States are part of a push to diversify their funding early on, bankers said, as ​they look to finance trillions of dollars of investment in AI infrastructure, especially data centers, in the years ahead.

Quantum Computing Just Hit Commercial Viability and These 3 ETFs Sit on Top of the Compute Transition
24/7 Wall St.80d agoneutral
Quantum Computing Just Hit Commercial Viability and These 3 ETFs Sit on Top of the Compute Transition

The quantum computing trade has shifted from a speculative bet to an identifiable, investable theme, and the three exchange-traded funds that best capture it each take a different angle on the same transition. Defiance Quantum ETF (NYSEARCA:QTUM) holds a pure-play roster of qubit makers and quantum-adjacent semiconductor companies. ARK Autonomous Technology & Robotics ETF (NYSEARCA:ARKQ) ... Quantum Computing Just Hit Commercial Viability and These 3 ETFs Sit on Top of the Compute Transition

AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
Bloomberg80d agobullish
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns

After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research
24/7 Wall St.80d agoneutral
After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research

Tracking generative AI as a daily beat means watching dozens of funds slap the “AI” label on portfolios that look suspiciously like a Nasdaq-100 mirror. After cutting through that noise, three names keep surfacing as genuinely thoughtful ways to own the theme: the Roundhill Generative AI & Technology ETF (NYSEARCA:CHAT), the Invesco AI and Next ... After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research

Alphabet Faces Youth Safety Settlement And India Ad Ruling Test
Simply Wall St.80d agoneutral
Alphabet Faces Youth Safety Settlement And India Ad Ruling Test

Google and several social media companies agreed to a multimillion dollar settlement with a U.S. school district over claims that their platforms contributed to a student mental health crisis. Separately, an Indian court ruled that Google was liable for trademark infringement related to keyword advertising, directly affecting its core ads business in that market. For Alphabet (NasdaqGS:GOOGL), these developments sit at the heart of its largest businesses, search and digital advertising, and...