Alphabet Inc

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

From Los Angeles to Austin to Atlanta, Waymo robotaxis are everywhere. And 2026 could be the year Waymo expands its lead in the space.

Winthrop Capital's Adam Coons warns the margin of safety is evaporating and position sizing is now the only defense.

Amazon is making a habit of beating Wall Street's expectations, so its stock might be undervalued right now.

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Alphabet is working to be an AI one-stop shop.

Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) remains the dominant force in search and digital advertising, holding approximately 90% of the global search engine market share and capturing over 85% of search advertising spend worldwide. Advertising revenue, primarily from Google Search and YouTube, accounts for about three-quarters of Alphabet’s total revenue, with third-quarter advertising at $74.2 billion out of $102.3 ... Alphabet Isn’t a Search and Ad Company Anymore. Now It’s Valued Like an AI Stock

If 2024 was the year of higher for longer, 2025 will be remembered as the year of the Debasement Trade. It was a year where the playbook...

While Nvidia (NVDA) was one of the standout winners of the AI trade in 2025, will the chipmaker remain a tried-and-true stock pick in 2026? Winthrop Capital Chief Investment Officer Adam Coons weighs in on the importance of diversification in the artificial intelligence ecosystem, especially as Bank of America analysts forecast semiconductor sales to top $1 trillion next year. Yahoo Finance senior reporter Brooke DiPalma also joins the discussion. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Google co-founder Sergey Brin said stepping away from day-to-day work no longer made sense as artificial intelligence accelerated, prompting him to return to active development. He recently told Stanford School of Engineering Dean Jennifer Widom that he felt himself "spiraling" and "not being sharp," a realization that led him back into active AI development at Alphabet Inc. (NASDAQ:GOOG, GOOGL)). Don't Miss: GM-Backed EnergyX Is Solving the Lithium Supply Crisis — Invest Before They Scale Globa

Alphabet recently announced that it is acquiring Intersect for $4.7 billion.

Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market rally persisted in the third quarter as investors ignored tariffs, buoyed by strong corporate earnings, rising AI investment, and prospects of economic support from US fiscal policy and […]

Quantum computing stocks are ending 2025 just like they started: on a roller coaster as investors mull profit taking versus 2026 outlooks.

An Elon Musk holiday tweet boosted hopes for removing the safety monitor from Tesla’s robo-taxi service.

Charlie Garcia responds to readers about the opportunities and obstacles for investors in quantum computing.

Bahrain Is Betting on AI to Get Ahead of Quantum Cyber Threats

AI platform to safeguard 60 government ministries from future quantum threats.

Amazon's stock could bounce back in 2026 after a rough 2025.

Uber Technologies, Inc. posted strong Q3 2025 growth and record EPS, driven by solid fundamentals and innovation. Click for more on UBER stock prospects.

I expect real estate, financials, and energy sectors to outperform in 2026 as prior underperformance and macro tailwinds set up favorable risk/reward.

Explore Tesla, Inc.'s high valuation amid Robotaxi hype, slowing sales, and shrinking regulatory credits. Click for this TSLA update.

PALO ALTO, Calif., December 29, 2025--Traini announced a $7.5 million funding round to develop the world’s first real-time human–dog conversational AI and cognitive smart collar.

Meta Platforms is leaning hard into AI to lift engagement and ad performance, but rising competition from Alphabet and Amazon keeps the upside debate alive.

Amazon leads a trio of cloud giants poised to benefit from soaring AI-driven demand as data center expansion accelerates into 2026.

Nvidia's Growth Isn't Slowing Yet. Here's What Investors Should Watch Next

The AI trade has contributed to massive gains for investors in 2025, mainly in part to the growth of Magnificent Seven tech leaders. Annandale Capital founder and chairman George Seay — alongside CFRA Research's Sam Stovall — discusses what Wall Street should make of these gains and how much more the market has to give, referencing earnings growth and short seller sentiments. Also catch Sam Stovall and George Seay's comments on Santa Claus rally optimism, their outlook on small-cap stocks in 2026, and whether the market is in an AI bubble. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Nvidia sits at the heart of a $571B AI infrastructure buildout, with earnings upgrades, a major deal, and a bullish breakout setting the stage for 2026.

Discover why Alphabet (GOOGL) is a 'Strong Buy' as AI, cloud growth, and Waymo's expansion drive earnings prospects. Click here to read my latest analysis.

Alphabet's (GOOG, GOOGL) Google and Verizon (VZ) are among government contractors being investigated

Discover why California First Leasing Corporation offers 42% upside with discounted large-cap holdings and a likely NAV merger in 2026. Click for more on CFNB.

Call it the AI paradox: Investors know about the AI bubble, but they're still buying and holding Magnificent Seven stocks.

CNBC's MacKenzie Sigalos reports on how a roughly 60-point year-to-date spread inside the Mag 7 is turning into a referendum on AI monetization — rewarding Alphabet and Nvidia while pressuring big spenders like Amazon and Meta.

We recently published 10 Stocks Jim Cramer Discussed. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer discussed. Cramer discussed AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) in great detail after quite some time in this appearance. The tail end of 2025 hasn’t been kind to the shares, as they are down by 7.9% since […]

Discover 2026 investment strategies: diversify beyond Big Tech, explore value sectors, and capitalize on active stock picking for stronger portfolio growth.

CNBC's MacKenzie Sigalos reports on how the Magnificent 7 stocks could widen their divide in 2026.

Discover MAGY ETF: gain high weekly income from top AI tech stocks with covered call strategy.

Broadcom enters 2026 at an inflection point, with strong tailwinds from its ASIC and Networking segments. Read why AVGO stock is a Buy.

Coatue Management's Q3 2025 13F portfolio rose to $40.79B, with 75 positions. Check out the stake increases, decreases, and new positions in the portfolio here.

Explore NUGT ETF for leveraged gold miners exposure, understand value decay risks, and see why GDX suits long-term gains.

Discover how AI is influencing tech stocks, commodities, and precious metals. Uncover investment risks and opportunities in today’s evolving market.

My Seeking Alpha stock portfolio delivered 62.94% in the last year, outperforming the S&P 500 TR by ~3.8x. Read more about my portfolio here.

NVIDIA secures a $20B deal with Groq, boosting AI chip innovation and solidifying market dominance.

CNBC's MacKenzie Sigalos joins 'Halftime Report' to break down the warning signal from spot bitcoin ETFs, with five straight days of net outflows pulling a key source of demand as bitcoin heads into the new year under pressure.

Hefty financial commitments from tech giants are positive signals, but big challenges remain for the U.K. to fulfil its ambitions.

Alphabet and Amazon look poised to be long-term winners, and I'd be buying more shares in a market crash.

Both face major challenges in 2026 that make a stock rebound far from certain. The stocks’ wipeouts are particularly notable because both companies tapped into themes that seemed unstoppable. Fermi has pledged to build the largest data center campus in the world, powered by natural gas, solar panels, batteries, and nuclear energy.

Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) dominates the search engine market with over 90% share and powers billions of daily queries through Google Search. Its Google Cloud division has gained market share from leaders Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT). A lesser-known aspect is Alphabet also directly invests in public companies through its venture arms GV and CapitalG. This portfolio ... 45% of Alphabet’s $3 Billion Hidden Portfolio Is in Just 2 White-Hot Stocks

In a holiday-shortened market week, the S&P 500 and Dow Jones hit new highs, buoyed by Nvidia, Google and strong economic data.

Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.

AMZN, MSFT and GOOGL are gearing up for a potential 2026 cloud boom as AI-driven demand lifts cloud growth and spurs massive data center investment.

Discover 2025 market trends, expert prediction misses, and the impact of AI titans on market returns. Click for my look ahead at where major averages are headed.

Move strengthens Nvidia's data center strategy amid global surge in AI infrastructure spending.

Recent findings from a survey conducted by the Ramsey Theory Group highlight three pivotal trends in artificial intelligence (AI) that will define enterprise strategies in 2026. As AI moves from experimental phases to becoming a fundamental component of business operations, organizations are focusing on agentic AI systems with controlled autonomy, robust AI cost management, and dynamic governance models. These developments reflect a mature AI market where accountability, transparency, and...

The Dow Jones set a record close and the S&P 500 hit an intraday high heading into the Christmas holiday. Palantir, Tesla, Google and Nvidia are in buy areas.

Apple has long been seen as an AI laggard. However, the stock could fit into portfolios of investors worried about an AI bubble.

Alphabet stock is down slightly from its November high. Here's why that's an opportunity, not a warning sign.

Nvidia Corporation bought Groq for its advanced compiler tech, aiming to boost AI infrastructure and GPU efficiency. Click to read my analysis of NVDA stock.

Analysts Recommend Building Positions in NVDA and AVGO Ahead of 2026

Quantum computing stocks were volatile in 2025.

Here are five key things investors need to know to start the trading day.

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants to spend billions more in CapEx as AI race heats up. 2026 S&P 500 Outlook.

Quantum computing stocks are heading into 2026 with a lot of momentum.

Google says it is rolling out a feature that lets users change their Gmail addresses in a long-requested update to their email policy.

In a twist on a traditional stock-picking exercise, we asked 10 market pros what's the top stock they'd gift this holiday season and why.

Baidu, Inc. (NASDAQ:BIDU) is one of the best rising tech stocks to buy now. A significant escalation in the global race toward autonomous mobility occurred on December 22, 2025, when Uber and Lyft announced partnerships with Baidu, Inc. (NASDAQ:BIDU) to launch driverless taxi trials in the UK in 2026. This partnership will see Baidu’s Apollo […]

Waymo again paused it robotaxi service, citing a flash flood warning on Christmas Day.

Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is a committed long-term business owner, focused on a portfolio of high-quality companies. The strategy returned +3.9 % (in EUR, unhedged) in the third quarter, underperforming […]

While no one can predict the future, I asked ChatGPT to look more deeply into the history of stock market bubbles and what might happen if the AI bubble bursts.

This may be your last chance to step into a name you know is 100% Buffett-approved. Just know that the Oracle of Omaha's approval alone still isn't a guarantee of success.

Microsoft remains a top investment pick with strong AI, cloud growth, and robust profitability. Click here to read my latest analysis of MSFT stock.

Wall Street likes Nebius’s AI scale story, but investors are paying upfront for growth that still needs to prove durable.

A meeting with the president this year helped Intel CEO Lip-Bu Tan provide needed U.S. buy-in for the chipmaker.

Nvidia pays $20B for Groq's AI chip assets, continuing its pattern of absorbing rivals and strengthening the case for decentralized alternatives.

The Magnificent Seven stocks continue to be among the most closely followed by investors, analysts and market experts. In an interview with Benzinga, Freedom Capital Markets Chief Market Strategist Jay Woods shares his favorite Magnificent 7 stocks heading into 2026 and which of the seven he's avoiding. Favorite Magnificent 7 Stocks During an interview with Benzinga in September 2025, Woods said to stick with what was working when it came to big tech stocks and the Magnificent 7 stocks heading i

Microsoft is set to underperform markets for the second consecutive year. Dan Ives of Wedbush, meanwhile, sees it as a “compelling” buy and predicts nearly 30% upside next year.

The Dow Jones set a record close and the S&P 500 hit an intraday high heading into the Christmas holiday. Palantir, Tesla, Google and Nvidia are in buy areas.

Nvidia will license key technology from AI chip startup Groq, hiring top personnel. But it's not a full takeover, as previously reported.

Investing.com -- NVIDIA (NASDAQ:NVDA) has agreed to acquire Groq, a designer of high-performance artificial intelligence accelerator chips, in a $20 billion all-cash deal, CNBC reports. The report, which is citing Alex Davis, chief executive of Disruptive and a long-time backer of the startup, noted that the transaction came together quickly, just months after Groq raised $750 million at a valuation of about $6.9 billion. Disruptive has invested more than $500 million in the company since its fo

On Monday, Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk weighed in on an AI debate, siding with Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google DeepMind CEO Demis Hassabis after Meta Platforms, Inc.'s (NASDAQ:META) outgoing AI chief Yann LeCun dismissed the idea of "general intelligence" as an illusion. Musk Weighs In On AGI Debate Musk amplified Hassabis' rebuttal to LeCun in a post on X, writing simply, "Demis is right," throwing his support behind the DeepMind chief in a widening public dispute

Rather than make stock market predictions, apply this routine to Nvidia and any stocks of interest to stay profitable and protected.

Nvidia has agreed to license chip technology from startup Groq and hire away its CEO, a veteran of Alphabet's Google, Groq said in a blog post on Wednesday. The deal follows a familiar pattern ​in recent years where the world's biggest technology firms pay large sums in deals with promising startups to take their ‌technology and talent but stop short of formally acquiring the target. Groq specializes in what is known as inference, where artificial intelligence models that have already been trained respond ‌to requests from users.

While artificial intelligence dominated market themes in 2025, all Wall Street can talk about now is whether the market (^DJI, ^IXIC, ^GSPC) is already in or about to enter an AI bubble. Annandale Capital founder and chairman George Seay and CFRA Research chief investment strategist Sam Stovall share their thoughts on whether an AI bubble is forming or already here, and the areas displaying the most exuberance. Also catch Sam Stovall discuss Wall Street's Santa Claus rally optimism and George Seay's comments on small-cap stocks in 2026. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Next year is shaping up to be a busy one for IPOs. Add Motive Technologies to the list.

Discover how the AI revolution is driving equity gains and economic growth. Learn what's needed for this trend to continue into 2026. Click for more.

Investors can no longer avoid at least looking at potential ways to gain exposure to artificial intelligence.

Alphabet's self-driving unit says vehicles will better navigate outages after Dec. 20 blackout disrupted traffic city-wide.

While the S&P 500 (^GSPC) was largely driven by the Magnificent Seven tech stocks in 2025, how did the rest of the S&P 493 perform and what should Wall Street expect in 2026? Rainwater Equity founder and portfolio manager Joseph Shaposhnik comes on Market Domination to discuss his outlook on the so-called Magnificent 493 and how AI has impacted their growth. The US stock market will close early at 1:00 P.M. today (Christmas Eve) and will be closed all day Thursday for the Christmas holiday. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Tech stocks were higher in Wednesday early afternoon trading, with the State Street Technology Selec

Here’s why AAPL stock probably won’t get a big lift from a potential, formal alliance with GOOG.

Company says fleet-wide changes will improve response during large-scale disruptions

Fleet management platform Motive Technologies, which is backed by companies including Alphabet (GOOG

Quantum stocks are where AI was five years ago — and the science actually works.

Nvidia is making its largest purchase ever, acquiring assets from nine-year-old chip startup Groq for about $20 billion.

Discover 2026 S&P 500 insights, sector opportunities, emerging risks, and expert forecasts.

While Nvidia has been the biggest infrastructure winner during the AI boom, other data center stocks have performed better this year.

Fox's Tubi outpaced Peacock and HBO Max for share of streaming minutes in Nielsen's November Gauge report.

Here are five key things investors need to know to start the trading day.

Agents like OpenAI's Instant Checkout and Perplexity's Instant Buy threaten to reshape the e-commerce landscape.

BP to sell 65% stake in Castrol to Stonepeak. UiPath, Versant Media to join S&P MidCap 400 and SmallCap 600. Waymo plans to update software across fleet after San Francisco power outage.

Alibaba Group is facing slowing Chinese consumption, e-commerce deceleration, and margin pressures. Read why I rate BABA stock a Hold for now.

AI stock valuations in public markets are largely reasonable, with bubble concerns overstated versus S&P 500 multiples and underlying growth rates.

Apple's 2025 helped set up its future.

Stock Market Today: The Dow Jones index rises Tuesday on surprise Q3 GDP data. Novo stock soared on FDA approval for a weight loss pill.

The quantum computing boom should follow the AI boom in a few years and produce substantial gains.

Mergers and acquisitions rose this year — and they can keep rising. Total M&A dollars so far this year rose to $4.39 trillion, according to data from London Stock Exchange Group. The increase in aggregate deal value is driven by larger deals, with the number of deals fairly stable.

The stock market is quickly waking up to the fact that Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is the leading AI software company today. It has overtaken Microsoft (NASDAQ:MSFT) and is less than $200 billion away from overtaking Apple (NASDAQ:AAPL) as the world’s second-largest company. Overtaking the AI hardware leader, Nvidia (NASDAQ:NVDA) will take a bit more work, ... Will Google Pass Nvidia in 2026 as the World’s Biggest Company?

PALO ALTO, Calif., December 23, 2025--Dazzle AI, a new company founded by entrepreneur, executive, and technologist Marissa Mayer, today announced it has raised $8 million in seed funding at a $35 million post-money valuation. The round was led by Kirsten Green of Forerunner with participation from Kleiner Perkins, Greycroft, Offline Ventures, Slow Ventures, and Bling Capital.

Streaming and media expert Dan Rayburn shares why investors should focus on actual deals, not speculation.

Discover why the S&P 500 may remain flat through 2026 and find investment tips on reallocating from tech stocks to undervalued consumer sectors. Click for more.

Google moves to secure electricity for AI data centers by acquiring renewable energy developer Intersect Power.

Palo Alto Networks is a large-cap tech stock that continues to grow revenue and earnings steadily. Is PANW stock still a good buy?

Reddit stock seen benefiting from a fast-growing ad business and its ability to license content for AI.

Apple stock analysts are confident that the iPhone maker will finally enter the AI era in early 2026.

Ray Dalio’s Bridgewater Associates is one of the top hedge funds today. It has over $100 billion in assets, and the fund has made solid moves despite market uncertainties. Following the steps of billionaires can help you build a portfolio that stands the test of time. However, due diligence is very important. Bridgewater Associates has ... Ray Dalio’s Top Holdings Revealed: Two ETFs and Two Tech Titans

BIDU, GOOGL and UBER are steering into 2026 with bold AV bets as the race to scale robotaxis globally intensifies.

Reddit stock has stagnated to close out 2025, but that won’t last for long, say analysts at Needham & Company. The firm named Reddit its top stock pick for 2026 in a research note Tuesday, reiterating a Buy rating and a $300 price target. The social media platform has sky-high revenue growth, and its endless trove of forums is a gold mine for artificial-intelligence developers, Needham argued.

Valuation, growth, balance sheets and analyst sentiment suggest leadership fatigue -- but not collapse

In recent weeks, NextEra Energy highlighted long-term growth ambitions at its investor events, including plans to add 15 GW of new data center-focused generation by 2035, expand US natural gas capacity via its Symmetry Energy Solutions acquisition, and support AI-driven power demand through large-scale projects for partners such as Google and Meta Platforms. Management also reiterated long-term adjusted EPS growth targets of at least 8% through 2035 and confirmed dividend growth plans...

Google's AI bounced back in a big way in 2025.

"We've worked on TPUs since 2014 ... a long time before AI was fashionable," Thomas Kurian said at the Fortune Brainstorm AI conference.

ServiceNow on Tuesday agreed to buy cybersecurity startup Armis for $7.75 billion, in the ​enterprise software maker's biggest-ever deal, as it bolsters its services ‌to help counter rising cyberattacks driven by AI adoption. Through the deal, the company aims to ‌integrate Alphabet-backed Armis' security features such as device scanning and threat detection, a crucial advantage amid sophisticated cyberattacks that have hit companies ranging from Microsoft to UnitedHealth Group. However, ServiceNow's shares fell about 3%, as investors worried over the ⁠company's recent splurge on ‌acquisitions.

Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 69.2% and 61.3% on a gross and net basis, since inception through September 30, 2025. It also […]

RGA Investment Advisors, an investment management company, has released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the market extended its recovery from the crash following Liberation Day. However, the market has been dominated by a handful of mega-cap stocks. The letter discussed the stock […]

Discover how Alphabet Inc.’s $4.75B energy move powers its AI & cloud growth. Learn why GOOG stock is doing the right things but the stock is fairly valued.

Discover why Adobe Inc. is a standout buy: strong AI-driven growth, robust margins, and attractive valuation compared to peers. Click for more on ADBE stock.

Discover why non-tech sectors like industrials and healthcare may lead S&P 500 growth into 2026.

Here are five key things investors need to know to start the trading day.

JEPI offers reliable monthly income and lower volatility but has underperformed peers and the S&P 500. Read more about alternatives to this popular ETF.

A former Metropolitan Police chief has backed plans aimed at forcing Apple and Google to disable stolen smartphones.

The U.S. administration has lined up a slew of actions to restrict the use of H-1B visas by businesses.

The share price of Texas Pacific Land Corporation (NYSE:TPL) surged by 7.18% between December 12 and December 19, 2025, putting it among the Energy Stocks that Gained the Most This Week. Texas Pacific Land Corporation (NYSE:TPL) owns and manages about 868,000 acres in the Permian Basin. The company generates revenues along the entire value chain […]

Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer answered questions about. A caller asked if their portfolio is diversified enough, with their top five holdings being AMZN, COST, ETN, PANW, and HD. Here’s what Mad Money’s host had to say: “This is like our previous caller. A lot of these people are […]

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer answered questions about. Starting the round of “Am I Diversified?”, a caller mentioned that their top five portfolio holdings are JPM, GOOGL, BA, PG, and AVGO. Cramer commented: “Let’s go to work in a year of practical investing, it’s upcoming…. Okay, so Broadcom, we know […]

Investors have high hopes that Tesla will monetize its robotaxi and robotics initiatives.

Oklo stock has gained more than 700% since its IPO.

This might be the best AI stock you can buy.

Amid the advent of artificial intelligence, these tech behemoths are thriving.