ClearBridge Large Cap Growth Strategy Views on Alphabet (GOOG)

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” ...

Alphabet's AI Strategy Fuels a Remarkable Market Recovery

Supply Chain and Margin Control: A strategic ramp-up in the use of Alphabet's proprietary Tensor Processing Units (TPUs) is reducing reliance on expensive third-party hardware, providing a long-term ...
Seeking Alpha

Alphabet: A Profitable Strategy Even With A Slightly Down Stock Price

Alphabet's Q1 revenue grew 12% YoY, with Google Cloud up 28%, though macroeconomic factors and AI investments are impacting free cash flow and analyst estimates. Derived from a DCF model and backed by ...
Hosted on MSN

Heartland Opportunistic Value Equity Strategy: Alphabet (GOOGL) is a Winner — Not A Laggard — When It Comes To AI

Heartland Advisors, an investment management company, released its third-quarter 2025 investor letter for its “Heartland Opportunistic Value Equity Strategy.” A copy of the letter can be downloaded ...

Alphabet Went From AI Victim To AI Leader In 12 Months: Can Google's Strategy Topple ChatGPT?

Alphabet Inc. has become a top player in AI, with strong investor sentiment and impressive growth in areas like Gemini and ...
Morningstar

Alphabet Earnings: AI Strategy Remains Solid, Raising Fair Value Estimate

Alphabet reported solid fourth-quarter earnings, with the firm’s sales and operating margins growing 12% and 460 basis points year over year, respectively. Along with financial results, management ...
Seeking Alpha

Options Strategies Or Even Alphabet Stock Are Much Better Than GOOY

GOOY implements a covered Call (or Call Spread) strategy on Alphabet (GOOGL shares). GOOY massively underperformed GOOGL due to its capped upside and relatively low premiums collected for sold Calls ...