3 Things Alphabet Needs to Prove in 2026

Alphabet had an excellent year in 2025, but 2026 is not yet a given.

I Called Alphabet's Monster Comeback in 2025. Here's Where I Think It's Heading in 2026.

Alphabet's stock crushed the market in 2026.
Morningstar

Alphabet: Anthropic Deal and Gemini Momentum Stand to Deliver; Fair Value Up 27%

Anthropic announced a material expansion of its use of Alphabet GOOG/GOOGL’s AI accelerators. The deal, worth tens of billions of dollars, includes the use of Alphabet’s tensor processing units as ...
Seeking Alpha

Alphabet Spends $85 Billion To Build The Future, Wall Street Panics - I Buy

Alphabet Inc. delivered a strong quarter, beating expectations on all fronts, yet the market fixates on $85B capex and misses the underlying quality and growth. I see Alphabet as a rare value: robust ...
Seeking Alpha

Alphabet: Is Poised To Benefit From AI In Spite Of Negative Expectations From The Market

Alphabet's Q1/25 results show strong revenue growth of 12% YoY, with significant improvements in operating margins driven by cloud and AI advancements. Alphabet's diversified portfolio, including ...
TechCrunch

Alphabet is increasingly launching ‘moonshot’ projects as independent companies — here’s why

Alphabet’s X moonshot factory is shifting how it brings ambitious technology projects to market, increasingly spinning them out as independent companies rather than keeping them within the Alphabet ...
Morningstar

After Earnings, Is Alphabet Stock a Buy, a Sell, or Fairly Valued?

Alphabet reported solid second-quarter earnings that included sales of $96 billion, up 14%, and operating margins of 32%, flat year over year. Google Cloud continued to increase its contributions to ...