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; ...

These PE ratios are a little high — a “normal” PE ratio is typically somewhere in the 20s — but they’re not outrageous. All three stocks have actually seen decreases in PE ratio in recent years. Plus, ...

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 ...

Sky-high valuations, market jitters and trust issues raise fears of an AI bubble—but experts say discipline and fundamentals ...

Wall Street has been consumed for months with fears that the artificial intelligence boom is actually a bubble about to pop, but that didn’t stop Berkshire Hathaway from buying shares of a top AI ...

Nearly a month ago, we explained the true positioning of Alphabet/Google, running the Control-as-a-Service (CaaS) business model. Despite the steady degradation of its core service – Google search – ...

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