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Is It Too Late To Consider Alphabet (GOOGL) After A 126% One Year Surge?
Simply Wall St.70d agobullish
Is It Too Late To Consider Alphabet (GOOGL) After A 126% One Year Surge?

Wondering if Alphabet at around US$380 a share still offers value, or if most of the easy gains are already behind it, starts with understanding what the current price actually reflects. The stock has eased slightly in the short term, with the share price declining 0.7% over the last week and 1.4% over the last month, but is still up 20.7% year to date and 125.8% over the last year. Recent coverage has focused on Alphabet's position in search, cloud services, and artificial intelligence...

HPE expects to achieve 2028 financial targets this year after record quarter on AI boom
Reuters70d agobullish
HPE expects to achieve 2028 financial targets this year after record quarter on AI boom

Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting the company to accelerate its long-term financial goals by ‌two years, as expansion of AI data centers boosts demand for its servers ‌and networking products. HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy server and data center equipment to power AI applications such as ChatGPT amid a memory chip crunch. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on ‌AI infrastructure this year, which would ⁠bolster demand for suppliers such as HPE.

McDonald's Wants to Feel More Upscale With Wings, Restaurant Remodels
Bloomberg70d agoneutral
McDonald's Wants to Feel More Upscale With Wings, Restaurant Remodels

(Bloomberg) -- McDonald’s Corp. is betting on everything from fancier chicken to new playgrounds as part of a campaign to make fast food feel less like fast food.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin War Spending Is UnaffordableStocks Up as Trump Cites Rapid Pace in Iran Talks: Markets Wra

Alphabet Inc. (GOOGL): One of the Premier Stock Picks of Jeff Bezos
Insider Monkey70d agoneutral
Alphabet Inc. (GOOGL): One of the Premier Stock Picks of Jeff Bezos

We just covered the Jeff Bezos Stock Portfolio: Top 10 Stock Picks and Alphabet Inc. (NASDAQ:GOOGL) ranks 9th on this list. Alphabet Inc. (NASDAQ:GOOGL) has had a historic and highly celebrated relationship with Jeff Bezos, originating well before the former transitioned into its modern holding company structure. In 1998, just four years after launching Amazon, […]

Exclusive-EU cloud rules to curb Big Tech's access to strategic tenders, draft document shows
Reuters70d agoneutral
Exclusive-EU cloud rules to curb Big Tech's access to strategic tenders, draft document shows

BRUSSELS/AMSTERDAM, June 1 (Reuters) - The European Union plans to propose strict criteria for cloud computing services in highly critical state tenders that could exclude Amazon, Microsoft and Google from such ‌projects, according to documents seen by Reuters. The proposal is part of the European Commission's Cloud and AI Development ‌Act, which EU tech chief Henna Virkkunen will unveil on Wednesday as part of a package aimed at reducing the bloc's dependence on U.

ChatGPT Stock Portfolio: Is Alphabet (GOOGL) Really Undervalued?
Insider Monkey70d 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
Trefis70d 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 Journal70d 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
Reuters70d 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.