There is a credible, though not guaranteed, path for Alphabet to overtake Nvidia in market capitalization.
Abel, like the Oracle of Omaha, is a stickler for value -- and finding a good deal in today's stock market has proved almost impossible.
Alphabet increased its capital expenditure target to roughly $200 billion. That's making Wall Street nervous, but long-term investors should take advantage.
GOOGL, MTZ and GS top a momentum screen built on Richard Driehaus' strategy, combining price strength with earnings growth and estimate beats.
GOOGL topped earnings estimates, but shares fell as AI spending surged. See why rising CAPEX may not overshadow cloud, search and ad momentum.
AI capex is surging as hyperscalers bet on costly closed-weight models while enterprises want cheaper open-weight options. Read more here.
We may still be in the early innings of the AI revolution, and these companies could be among the biggest winners.
A decades-long crackdown on Google's business practices in Europe is entering a costly new phase, as the loss of the first case brought against it under new EU legislation opens the door to a wave of
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