Alphabet's strong revenue growth in Google Services and Cloud, driven by major partnerships, justifies my continued STRONG BUY rating despite high CAPEX. AI investments are not fueling a bubble; ...

AI investors argue that despite bubble warnings, the current surge is sparking innovation & attracting top talent from tech giants.

Alphabet Inc. (NASDAQ: GOOGL) CEO Sundar Pichai told the BBC that no company in the sector is immune if the artificial intelligence (AI) bubble bursts. He admitted there are “elements of irrationality ...

Now, why is this migration so important? Because you have all these people saying that a bubble may be developing in the data ...