Lumentum has benefited from AI in the short term, but Alphabet likely has the better long-term opportunity.

Alphabet delivered record Q3-25 results, surpassing $100B in quarterly net revenue and posting 35% YoY earnings growth, ...

Both stocks have delivered good returns recently. But only one looks like a good bet going into 2026.

Alphabet has emerged as a new competitor of Nvidia's.

Wondering if GOOG is the better AI stock than Nvidia? Here's what investors should consider when comparing GOOG vs NVDA.

Alphabet proved it doesn't need Nvidia to compete at the frontier.

Alphabet’s TPUs are gaining investor hype as analysts say the company could capture a share of the $900 billion AI-chip ...

Alphabet finally has a credible differentiator in enterprise AI, something it has not enjoyed at scale in the past. Gemini ...

Alphabet CEO Sundar Pichai says no company, including Google, would be immune if the artificial intelligence market were to ...

Alphabet's decade-long bet on custom silicon is finally paying off.

Google's TPU chips position it as a viable Nvidia competitor, targeting a significant share of the AI data center market.

It’s the trillion-dollar question that many investors have surely been pondering in the past few weeks. With Alphabet (NASDAQ ...