Alphabet-A (GOOGL)

Anthropic is spending big to bring its AI vision to reality.

Oracle's investor day revealed a path to positive free cash flow by fiscal 2028, capped financing, and declining CapEx, with analysts citing about 60% upside despite a wait-and-see stance.

Alphabet fell on heavy AI spending, but booming cloud growth and an average valuation make this dip worth a look.

Alphabet reported disappointing quarterly results, sending its shares lower.

Alphabet is down big from its highs, but the stock isn't necessarily cheap.

If Alphabet plans to spend even more in 2027, why are two data center suppliers trading so far below their highs?

Stocks wavered after the Fed held rates steady and Alphabet's earnings missed on Search revenue, fueling AI bubble concerns despite strong results from Microsoft and resilient earnings elsewhere.

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Neoclouds face high risk and possible consolidation as debt markets tighten.

Google’s cloud business more than doubled, yet the stock sold off, and the answer sits in the one segment that slowed.

Hyperscaler stocks are tumbling after earnings. Is it time to buy?

Amazon shares fell after earnings despite strong AWS growth, as investors focused on roughly $220 billion in planned capital spending and negative free cash flow rather than revenue and margin gains.

Google, Amazon, Intel, ServiceNow helped fuel a sell-off in software and chips.

Alphabet, Broadcom, Amazon, SpaceX, and Nvidia all look like big winners.

Alphabet’s third quarter drew a sharp negative reaction from the market following a significant shortfall in non-GAAP earnings per share, despite revenue mee...

Microsoft's fiscal Q1 2027 results beat forecasts, with Azure revenue up 48% and strong cash flow, prompting Cantor Fitzgerald and Piper Sandler to raise their MSFT price targets.

Alphabet shares tumbled on fears over its core search business.

Anthropic is spending big with several cloud providers.

ServiceNow stock fell about 20% after a Q3 earnings miss, but 20.5% revenue growth, rising AI contract value, strong cash flow, and bullish analyst and institutional support suggest a potential recovery.

Investors may be looking for a way to invest in Anthropic early, but most people are locked out until the shares make their public debut.

The Shiller CAPE ratio is hovering at its highest levels since the dot-com bubble.

Abel is overseeing a highly concentrated portfolio, with nearly $197 billion invested in four foundational companies.