Alphabet Bets Big on AI Momentum With Apple Deal and Real-World Growth

TL;DR
Alphabet remains a strong buy as it cements its AI leadership through Apple partnerships and cost-efficient Gemini models, expanding into real-world AI via Waymo and a robust core ad business. While near-term profitability may be pressured by capital expenditures, the combination of growth investments and potential earnings revisions supports a bullish long-term outlook, even though current valuations aren’t highly compelling.
- Alphabet: Apple AI Deal Is The Biggest Blind Spot Seeking Alpha
- Alphabet (GOOG) Doubled by the End of the Year. Here’s How Yahoo Finance
- Is Alphabet Stock Going to $1,000? The Motley Fool
- Is Google Stock Still Cheap or Is It Time to Let Go? Nasdaq
- Why the Charts Say It Might Be Time for a Big Short on Google Stock inkl
Want the full story? Read the original reporting
Read on Seeking Alpha