StreetInsider.com News Articles

Alphabet (GOOGL) called a 'secular short' by Tae Kim

Tue, 21 Jul 2026 09:22:38 -0400

Newsletter writer Tae Kim is calling Alphabet (NASDAQ: GOOGL) a secular short on his Substack.

While big investors like Warren Buffett are buying the stock, he thinks they are "deeply wrong."

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Alphabet (GOOGL) called a 'secular short' by Tae Kim

Tue, 21 Jul 2026 09:22:38 -0400

Newsletter writer Tae Kim is calling Alphabet (NASDAQ: GOOGL) a secular short on his Substack.

While big investors like Warren Buffett are buying the stock, he thinks they are "deeply wrong."

LINK

Alphabet (GOOGL) PT Raised to $438 at Wells Fargo

Tue, 21 Jul 2026 06:30:47 -0400

Wells Fargo analyst Ken Gawrelski raised the price target on Alphabet (NASDAQ: GOOGL) to $438.00 (from $416.00) while maintaining a Overweight rating.

Wolfe Research on Alphabet (GOOGL): 'Why do we expect a Beat?'

Mon, 20 Jul 2026 16:10:32 -0400

Wolfe Research analyst Shweta Khajuria reiterated an Outperform rating and $460.00 price target on Alphabet (NASDAQ: GOOGL).

The analyst comments "Why do we expect a Beat?: 1. Ad Checks: i) Resilient environment as checks suggest stability in Q2 despite macro concerns for H2 while mid-terms and World Cup 2026 are expected to help in Q2 and H2 this year; ii) Google Search ad demand trends continue to imply at least stable trends, with headline risks from OpenAI but no risk to estimates; iii) WPP raised their advertising 2026 forecast excluding U.S. political from 7.1% to 8.9% Y/Y. 2. Cloud checks: Checks

Wolfe Research on Alphabet (GOOGL): 'Why do we expect a Beat?'

Mon, 20 Jul 2026 16:10:32 -0400

Wolfe Research analyst Shweta Khajuria reiterated an Outperform rating and $460.00 price target on Alphabet (NASDAQ: GOOGL).

Wolfe Research on Alphabet (GOOGL): 'Why do we expect a Beat?'

Mon, 20 Jul 2026 16:10:32 -0400

Wolfe Research analyst Shweta Khajuria reiterated an Outperform rating and $460.00 price target on Alphabet (NASDAQ: GOOGL).

Wolfe Research on Alphabet (GOOGL): 'Why do we expect a Beat?'

Mon, 20 Jul 2026 16:10:32 -0400

Wolfe Research analyst Shweta Khajuria reiterated an Outperform rating and $460.00 price target on Alphabet (NASDAQ: GOOGL).

Google stocks gain as tech giant targets 10x efficiency with model-baked silicon

Mon, 20 Jul 2026 09:19:44 -0400

Alphabet Inc. (NASDAQ: GOOGL) shares rose 1.15% Monday morning following a report that the company is taking an audacious new approach to custom hardware: etching its flagship AI model directly onto its next-generation chips.

According to The Information, Google’s experimental project—dubbed "Frozen v2"—is designed to bypass the traditional processing overhead of general-purpose GPUs and TPUs. By burning Gemini’s blueprint into the silicon itself, the chip slashes processing steps and data movement.

Key Highlights

Projected to be 6 to 10 times more power-efficient per token than current TPUs.
Built to solve compute shortages that currently

Google stocks gain as tech giant targets 10x efficiency with model-baked silicon

Mon, 20 Jul 2026 09:19:44 -0400

Key Highlights

Projected to be 6 to 10 times more power-efficient per token than current TPUs.
Built to solve compute shortages that currently

Google stocks gain as tech giant targets 10x efficiency with model-baked silicon

Mon, 20 Jul 2026 09:19:44 -0400

Key Highlights

Projected to be 6 to 10 times more power-efficient per token than current TPUs.
Built to solve compute shortages that currently

Google stocks gain as tech giant targets 10x efficiency with model-baked silicon

Mon, 20 Jul 2026 09:19:44 -0400

Key Highlights

Projected to be 6 to 10 times more power-efficient per token than current TPUs.
Built to solve compute shortages that currently

Google Plans New Chip - Information

Mon, 20 Jul 2026 09:04:18 -0400

Google Plans New Chip - Information

Google New Chip To Run Ai Models More Efficiently

Google Plans New Chip - Information

Mon, 20 Jul 2026 09:04:18 -0400

Google Plans New Chip - Information

Google New Chip To Run Ai Models More Efficiently

Google Plans New Chip - Information

Mon, 20 Jul 2026 09:04:18 -0400

Google Plans New Chip - Information

Google New Chip To Run Ai Models More Efficiently

Google Plans New Chip - Information

Mon, 20 Jul 2026 09:04:18 -0400

Google Plans New Chip - Information

Google New Chip To Run Ai Models More Efficiently

Monness Crespi Hardt on Alphabet (GOOGL): 'Alphabet is well positioned to ride the digital ad trend'

Mon, 20 Jul 2026 07:37:09 -0400

Monness Crespi Hardt on Alphabet (NASDAQ: GOOGL): 'Alphabet is well positioned to ride the digital ad trend'.

The analyst comments "This Wednesday (7/22), Alphabet is scheduled to report its 2Q:26 results with a call at 4:30 p.m. ET. Alphabet will be the first leading cloud service provider to report its June quarter results, providing a glimpse into trends ahead of next week’s reports from Big Cloud competitors such as Amazon (AMZN/Buy) and Microsoft (MSFT/Not Rated). Shortly after earnings, Alphabet will host Made by Google on August 12 with new Pixel innovations expected to be unveiled, including the Pixel 11 smartphone family.

Monness Crespi Hardt on Alphabet (GOOGL): 'Alphabet is well positioned to ride the digital ad trend'

Mon, 20 Jul 2026 07:37:09 -0400

Monness Crespi Hardt on Alphabet (NASDAQ: GOOGL): 'Alphabet is well positioned to ride the digital ad trend'.

Kimi K3 AI breakthrough: What Wall Street analysts say about China’s OpenAI threat