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Alphabet’s AI-Focused Debt Raise and Cloud Surge Could Be A Game Changer For Alphabet (GOOGL)
Simply Wall St.103d agobullish
Alphabet’s AI-Focused Debt Raise and Cloud Surge Could Be A Game Changer For Alphabet (GOOGL)

In early May 2026, Alphabet reported first-quarter 2026 results with revenue of US$109.90 billion and net income of US$62.58 billion, alongside a higher quarterly dividend and more than US$17 billion raised through euro and Canadian-dollar bond offerings to fund artificial intelligence investment. The quarter underscored how Google Cloud’s 63% year-on-year sales increase and a revenue backlog above US$460 billion, supported by large AI infrastructure deals, are reshaping Alphabet into a...

Goldman Sachs resets Broadcom stock forecast
TheStreet103d agoneutral
Goldman Sachs resets Broadcom stock forecast

Broadcom (AVGO) is a semiconductor giant with a vast product portfolio spanning wired infrastructure, wireless communications, enterprise storage, and industrial end markets. The company positioned itself as a major player in enterprise infrastructure software following its 2023 acquisition of ...

Palantir stock is cheaper than Alphabet on this valuation metric
TheStreet103d agoneutral
Palantir stock is cheaper than Alphabet on this valuation metric

Two of the market's hottest artificial intelligence stocks have delivered jaw-dropping gains over the past three years. Palantir Technologies and Alphabet have both become investor darlings as the AI boom reshapes entire industries. While GOOGL stock is up 273% since May 2023, PLTR stock is ...

The S&P 500 Just Did Something It’s Only Done 3 Times Before. Why Trump’s AI Rally Is in Danger
24/7 Wall St.103d agobullish
The S&P 500 Just Did Something It’s Only Done 3 Times Before. Why Trump’s AI Rally Is in Danger

The stock market keeps climbing walls investors barely seem to notice anymore. The S&P 500 just hit another all-time high, extending a rally that has added nearly 50% since the tariff-driven panic low in April 2025. President Donald Trump’s tax cuts, deregulation push, and pro-business policies embedded in the One Big Beautiful Bill Act have ... The S&P 500 Just Did Something It’s Only Done 3 Times Before. Why Trump’s AI Rally Is in Danger

Berkshire CEO has sobering message for tech stock investors
TheStreet103d agoneutral
Berkshire CEO has sobering message for tech stock investors

Berkshire Hathaway (BRK.A, BRK.B) CEO Greg Abel isn’t chasing the AI trade just because everyone else is. In his first annual meeting as Berkshire’s top honcho and Warren Buffett’s successor, he said that the company isn’t treating tech spending or tech stocks as a momentum game. That’s ...

Should You Buy CoreWeave (CRWV) on Post-Earnings Dip?
Insider Monkey103d agobullish
Should You Buy CoreWeave (CRWV) on Post-Earnings Dip?

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]

The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
24/7 Wall St.103d agoneutral
The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now

On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because it targets the one franchise inside Microsoft (NASDAQ:MSFT) that has resisted every prior assault: the per-seat productivity suite that Google could never crack. ... The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now

AI Wins Have Alphabet Poised to Become World’s Biggest Company
Bloomberg103d agobullish
AI Wins Have Alphabet Poised to Become World’s Biggest Company

(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of

Alphabet’s $17b Bond Sale Reshapes AI Spending And Valuation Story
Simply Wall St.103d agoneutral
Alphabet’s $17b Bond Sale Reshapes AI Spending And Valuation Story

Alphabet, ticker NasdaqGS:GOOGL, has completed a multicurrency bond offering raising over $17b. The deal includes large euro and Canadian dollar tranches and is aimed at funding AI expansion and infrastructure. The new financing is linked to expected record AI infrastructure and data center spending in 2026. For you as an investor, this funding move sits at the heart of Alphabet's core story as a global technology platform focused on search, cloud, and AI. The decision to issue more than...

Goldman Sachs spots a troubling big tech trend
TheStreet104d agoneutral
Goldman Sachs spots a troubling big tech trend

For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...

Apple dominated the 2026 chip war. Google’s partners are left to buy scraps
24/7 Wall St.104d agobullish
Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Alphabet Inc. (GOOGL) Raises Over $17 billion Through Euro-denominated Bonds
Insider Monkey104d agoneutral
Alphabet Inc. (GOOGL) Raises Over $17 billion Through Euro-denominated Bonds

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best American AI Stocks to Buy Now. On May 5, Bloomberg reported that Alphabet raised over $17 billion by selling Euro-denominated bonds and its first Canadian-dollar notes to fund investments in artificial intelligence. According to the report, the company priced €9 billion ($10.5 billion) in euro bonds, citing […]

Cathie Wood predicts 'voracious' appetite for 'volatile' SpaceX IPO
TheStreet104d agoneutral
Cathie Wood predicts 'voracious' appetite for 'volatile' SpaceX IPO

Veteran investor Cathie Wood is enthusiastic about tech tycoon Elon Musk's SpaceX making Wall Street debut, and is extremely bullish about its demand. In a Bloomberg podcast published on May 6, she said seeds planted two decades ago are now flourishing. A lot of technologies at Musk's companies are ...