Investment management company Vulcan Value Partners recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was a good one for the ...

ClearBridge Global Value Improvers Strategy generated positive absolute returns in the third quarter, but trailed its MSCI World Value Index benchmark on the back of select holdings within industrials ...

As of 2025-10-13, Alphabet Inc's intrinsic value as calculated by the Discounted Earnings model is $265.16. It's currently trading at a price of $236.57. Therefore, the margin of safety based on the ...

Alphabet Inc. (NASDAQ:GOOGL) ranks among the best cloud stocks to buy according to Wall Street analysts. On July 2, DA Davidson reaffirmed its Neutral rating and $160 price target for Alphabet Inc.

Anthropic announced a material expansion of its use of Alphabet GOOG/GOOGL’s AI accelerators. The deal, worth tens of billions of dollars, includes the use of Alphabet’s tensor processing units as ...

Anthropic announced a material expansion of its use of Alphabet’s AI accelerators. The deal, worth tens of billions of dollars, includes the use of Alphabet’s tensor processing units as well as ...

On Sunday, in a post on X, Palihapitiya said, “car insurance becomes a highly profitable but massively sub-scale business” in a world where robotaxis are the norm. This refers to plummeting demand for ...

Alphabet has tremendous opportunities in robotaxis and artificial intelligence. It would need to rise by more than 50% to catch up to Nvidia. It's also a much cheaper stock than Nvidia, which could be ...

The stock market is ending a remarkable year, with the S&P 500 index returning 17%, as investors see an end to the pandemic in 2021 and corporate earnings rapidly improving.