Alphabet's strong revenue growth in Google Services and Cloud, driven by major partnerships, justifies my continued STRONG BUY rating despite high CAPEX. AI investments are not fueling a bubble; ...
If one theme has suffused the stock market in 2025, it might be this paradox: Investors know all about the AI bubble, but ...
Alphabet Inc. (NASDAQ: GOOGL) CEO Sundar Pichai told the BBC that no company in the sector is immune if the artificial intelligence (AI) bubble bursts. He admitted there are “elements of irrationality ...
Nearly a month ago, we explained the true positioning of Alphabet/Google, running the Control-as-a-Service (CaaS) business model. Despite the steady degradation of its core service – Google search – ...
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