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