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ALPHABET News & Analysis

Alphabet earnings: Advertising revenue growth disappoints
Stocks
Alphabet earnings: Advertising revenue growth disappoints
In mixed set of results, we raised our fair value estimate based on higher revenue and margin forecasts.
Morningstar | 06 February 2024
The US tech sector may be in bubble territory again
Markets
The US tech sector may be in bubble territory again
The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 
James Gruber | 21 November 2023
Lessons from running a fund for 10 years
Funds
Lessons from running a fund for 10 years
Andrew Mitchell of Ophir Asset Management on the key rules of investing, some of the fund’s winners and losers, and where he's finding...
James Gruber | 13 September 2023
The dumbest investment mistake I've ever made
Personal Finance
The dumbest investment mistake I've ever made
It's time for me to open up about my worst ever investment decision. Because it has lessons for all investors.
James Gruber | 22 June 2023
Finding the next Nvidia
Stocks
Finding the next Nvidia
This week, Nvidia briefly joining the exclusive US$1 trillion club. We look at three ways that investors can find the next stock market darling.
James Gruber | 06 June 2023
A famous tech bear changes his tune
Funds
A famous tech bear changes his tune
GQG Partners’ Rajiv Jain tells the Morningstar Investment Conference in Australia why he’s now overweight US tech mega caps and cut back...
James Gruber | 23 May 2023
Why Google parent Alphabet is undervalued
Stocks
Why Google parent Alphabet is undervalued
Alphabet earnings show Google is well positioned to battle AI competitors.
Ali Mogharabi | 26 April 2023
US technology selloff a small cap affair: Charts of the week
Stocks
US technology selloff a small cap affair: Charts of the week
Overseas indexes and large-cap US stocks are spared major losses so far.
Lewis Jackson | 17 January 2022
US earnings season roundup Q3: Analyst notes
Stocks
US earnings season roundup Q3: Analyst notes
With nearly half of the S&P 500 reporting, about 82% have beat earnings expectations.
Lewis Jackson | 29 October 2021
6 charts on rising US tech stocks
Markets
6 charts on rising US tech stocks
US value stocks lose steam as tech regains ground.
Lauren Solberg | 17 August 2021