Alphabet: The Ride Has Just Begun
GOOG remains a strong buy, driven by robust Q3 2025 results and leadership in AI monetization, showcasing a record $102B quarterly revenue and high profitability. GOOG's plans to realize significant investments through 2026 should be taken with optimism, as they are key to drive Google Cloud and AI integration into existing environment further. Despite a higher valuation, GOOG's growth trajectory and adaptability to the AI era justify its premium and long-term investment appeal.
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Wall Street Roundup: Layoff Surge, Prolonged Shutdown, Cracks In AI Trade
AI sector stocks like Palantir (PLTR), Nvidia (NVDA), and AMD face valuation concerns despite strong earnings, leading to recent pullbacks. The government shutdown and lack of economic data are increasing uncertainty, with job cuts rising sharply and consumer spending at risk.
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Wall Street Roundup: Layoff Surge, Prolonged Shutdown, Cracks In AI Trade
AI sector stocks like Palantir (PLTR), Nvidia (NVDA), and AMD face valuation concerns despite strong earnings, leading to recent pullbacks. The government shutdown and lack of economic data are increasing uncertainty, with job cuts rising sharply and consumer spending at risk.
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Bill Ackman's Amazon Trade Reverses Course – Now Up $119 Million And Counting In Third Quarter
Pershing Square Capital Management CEO Bill Ackman revealed new bets on the Magnificent 7 stocks in the second quarter, taking a new stake in Amazon.com Inc (NASDAQ:AMZN) and increasing a bet on Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL).
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