Investors please with latest results.

From cloud computing growth to AI monetization, here’s what we’re looking for in Alphabet’s upcoming earnings report.

Here’s a wide-moat company with strong secular tailwinds in a promising industry—and an attractive stock price, too.

We think Alphabet is exceptionally well positioned in everything AI.

We see faster cloud growth and improved longer-term profitability for Alphabet.

Alphabet shares popped 7% after the ruling on September 2 and have now rallied by around 50% since April.

With a diverse portfolio of innovative technology and integrated media platforms, here’s what we think of Alphabet’s stock.

With the monetization of GenAI, here’s what we think of Alphabet’s stock

With a focus on leveraging its AI investments, here’s what we think of Meta stock.

We maintain our fair value estimate, shares overvalued.