Investment Recommendations for Tech Giants
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy GOOGL?
Source: NASDAQ.COM
- Alphabet's AI Leadership: Once thought to be at risk from generative AI, Alphabet has successfully integrated this technology into Google Search, attracting users and demonstrating its strong capabilities in AI, indicating a positive outlook for the future.
- Microsoft's Sustained Growth: By incorporating AI into its core products, Microsoft has solidified its foundational role in business operations, with Azure's rental contracts set to generate continuous revenue, enhancing its competitive edge in the market.
- Taiwan Semiconductor's Market Potential: Although historically viewed as a cyclical business, Taiwan Semiconductor is less likely to experience severe downturns due to high global demand for semiconductors, and its focus on AI chips is expected to drive stock price increases.
- Timing the Investment: With Taiwan Semiconductor's stock currently trading 10% below its all-time high and strong demand in the AI sector, now is an ideal time to increase holdings, with significant upside anticipated over the next five years.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 297.390
Low
305.00
Averages
374.25
High
400.00
Current: 297.390
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Strengthened AI Competitiveness: Despite challenges, Alphabet has successfully transitioned, solidifying Google Search as a primary interface for AI interaction, with its generative AI platform, Gemini, emerging as a leading model in a competitive landscape.
- Cloud Computing Growth: Google Cloud's revenue surged 48% year-over-year in Q4, making it the fastest-growing among major cloud competitors, driven by its custom chips that enhance cost performance for AI applications, attracting numerous developers.
- Capital Expenditure Concerns: Alphabet plans to allocate $175 billion to $185 billion for data center construction by 2026, raising investor concerns about ROI; however, the company argues that engaging in AI technology is essential, potentially yielding long-term benefits.
See More
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