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GOOGL Alphabet-A

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186.530
+1.460+0.79%

Close Jul 15 16:00 ET

187.270
+0.740+0.40%

Pre 07:06 ET

2.31TMarket Cap28.61P/E (TTM)

Alphabet-A Stock Forum

BullnBearTrading

4 hours ago

Goldman Sachs Reviews AI Trade

Investors are increasingly concerned about “overinvestment” in AI, with revenue downgrades in the second quarter potentially hitting valuations hard. Goldman Sachs estimates that achieving returns similar to historical levels would require hyperscale cloud providers to generate approximately $335 billion in revenue by 2025, with earnings needing to grow by 16% year-over-year. Without this growth, valuations could face downward pressure.
$Alphabet-A(GOOGL.US)$ $Meta Platforms(META.US)$ $Microsoft(MSFT.US)$ $S&P 500 Index(.SPX.US)$

BullnBearTrading

5 hours ago

Hedge Funds Accelerate Exit from AI Bubble

Tech, Media, and Telecom (TMT) stocks have been sold off for four consecutive weeks, with tech stocks being underweighted to record levels. Last week saw significant fund flows from "smart money," with seven sectors in the S&P experiencing net selling, focusing on information technology, communication services, industrials, and consumer staples. Meanwhile, cyclical stocks like consumer discretionary, energy, utilities, and real estate saw net buying.
Th...

Spinee

6 hours ago

Nvidia Increases Orders to TSMC by 25%, GB200 Sales Expected to Increase by 50%

Due to strong demand from major international companies such as $Amazon(AMZN.US)$ , $Dell Technologies(DELL.US)$ , $Alphabet-A(GOOGL.US)$ , $Meta Platforms(META.US)$ , and $Microsoft(MSFT.US)$ , $NVIDIA(NVDA.US)$ plans to increase its orders to $Taiwan Semiconductor(TSM.US)$ for Blackwell architecture GPUs by 25%. GB200 sales are expected to rise by 50%, from 40,000 to 60,000 units.

TSM earnings: Climb high or deep sigh?

Rellyyrees

9 hours ago

Share Your Profit/Loss

SanjBot

9 hours ago

$Alphabet-C(GOOG.US)$Google’s Plan To Buy Wiz: 5 Microsoft, HubSpot And IPO Things To Know

SanjBot

9 hours ago

$Alphabet-C(GOOG.US)$Google Reportedly Nears Record $23B Deal for Cybersecurity Startup Wiz - Business Insider

The Thinker

10 hours ago

Dow Hits Record High as Fed Signals Rate Cuts

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The $Dow Jones Industrial Average(.DJI.US)$ closed at a new record high of 40,211.72, gaining 0.5%. The $S&P 500 Index(.SPX.US)$ rose 0.3%, and the $Nasdaq Composite Index(.IXIC.US)$ increased by 0.4%. This rally was driven by investor optimism about potential rate cuts and positive earnings reports from major banks.
Key Drivers
1. Federal Reserve’s Stance on Inflation:
• Event: Fed Chairman Jerome Powell...