International Markets Surpass US Performance Year-to-Date; Chinese Enthusiasm Drives Purchases
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 27 2025
0mins
Should l Buy GOOG?
Source: Benzinga
Overseas Market Performance: Overseas markets, particularly South Korea, Vietnam, and Mexico, have significantly outperformed the S&P 500 year-to-date, highlighting the importance of diversifying investments beyond U.S. borders.
U.S.-China Trade Deal Impact: Positive market sentiment is driven by the anticipated U.S.-China trade deal, with aggressive buying in major stocks and ETFs, while rare earth stocks face selling pressure due to speculation about China's market actions post-deal.
Argentina's Political Shift: Javier Milei's election victory in Argentina, supported by U.S. financial backing, is seen as a win for President Trump and reflects a global shift towards right-leaning politics, resulting in a surge in Argentine stocks.
Investment Strategies and Market Trends: Investors are advised to maintain long-term positions while considering protective measures like cash or short-term trades, and to focus on high-quality bonds in a traditional 60/40 portfolio strategy amidst current market conditions.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to fall
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 397.170
Low
255.00
Averages
336.08
High
400.00
Current: 397.170
Low
255.00
Averages
336.08
High
400.00
About GOOG
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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- Market Size Estimate: The firm increased its estimate of the total addressable market for AI data centers from $1.4 trillion to $1.7 trillion annually, indicating strong confidence in future AI infrastructure demand, with Nvidia expected to maintain over 70% market share.
- Robust Financial Performance: Nvidia generated $215.9 billion in revenue for fiscal 2026, a 65% year-over-year increase, with a gross margin exceeding 71%, and is guiding for first-quarter fiscal 2027 revenue in the range of $78 billion, showcasing strong business momentum.
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See More
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- Stable Apple Holdings: Berkshire maintained its stake in Apple at approximately 228 million shares, which, while below the historical peak of over 900 million shares, still represents 22% of its equity portfolio, reflecting confidence in Apple's long-term value.
- Significant Google Investment: Berkshire's share count in Alphabet surged from about 17.85 million to roughly 58 million, pushing the position's value to nearly $17 billion, indicating CEO Abel's strong confidence and willingness to invest in tech stocks.
- Exploration of New Investment Areas: The new $2.65 billion stake in Delta Air Lines and a minor position in Macy's signal Abel's readiness to enter sectors previously avoided by Buffett, further diversifying the investment portfolio.
- Aggressive Sell-offs: Berkshire exited positions in Amazon, Visa, Mastercard, and others, while slashing its stake in Constellation Brands by 95%, indicating Abel's intent to reshape the investment strategy and reinforce his personal style.
See More
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- Surge in Power Demand: U.S. data centers are projected to increase electricity demand by 100 gigawatts by 2035, surpassing this year's expected 75.8 gigawatts, highlighting the immense potential in the clean energy market where Clearway Energy is well-positioned.
- Stable Cash Flow: Operating 13.6 gigawatts of generation capacity across 27 states, Clearway Energy sells power under long-term fixed-rate power purchase agreements (PPAs) to utilities and large corporations, ensuring stable cash flow that supports its nearly 5% dividend yield.
- Expansion Investment Plans: The company plans to deploy over $3 billion from 2026 to 2029 on wind repowering, battery storage, and acquisitions to meet the growing electricity demand from data centers, particularly enhancing its relationship with Google through significant projects.
- Future Growth Potential: Clearway anticipates an annual cash flow per share growth rate of 7% to 8%+ through 2030, and combined with its high-yield dividend, this could provide investors with robust total returns, solidifying its leadership in the clean energy sector.
See More
Long-Term Investment Opportunities in Cloud Computing
- Cloud Growth Potential: The cloud computing industry is experiencing significant growth, particularly driven by artificial intelligence, and is expected to continue generating strong cash flows over the next decade, making it a focal point for investors.
- Amazon Web Services Performance: Amazon Web Services (AWS) achieved a 28% year-over-year growth in Q1, highlighting its critical role in the company's overall operating profits, especially with the introduction of custom AI chips that further boost its growth.
- Microsoft Azure's Success: Microsoft Azure recorded a 40% year-over-year growth rate in Q3 of fiscal year 2026, and while Microsoft does not disclose individual business units in detail, its strong growth momentum indicates its competitiveness in the cloud computing market.
- Google Cloud's Rapid Growth: Google Cloud's revenue skyrocketed 63% year-over-year in Q1, and by selling its in-house designed AI chips, it has opened a new growth avenue, although this is not a long-term recurring revenue source, it still demonstrates strong performance in the cloud computing sector.
See More
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- Chevron's Growth Potential: Chevron operates in 180 countries and is expected to achieve a 23% CAGR in EPS from 2025 to 2028, primarily driven by the expansion of its Tengiz Field in Kazakhstan and production growth in the U.S., showcasing its strong competitive position in the global energy market.
- Williams Companies' Market Positioning: As a midstream company, Williams operates over 33,000 miles of pipelines, with analysts projecting an 11% CAGR in adjusted EBITDA from 2025 to 2028, benefiting from sustained demand for natural gas, particularly in the AI and data center sectors.
- Brookfield Renewable's Green Energy Strategy: Brookfield Renewable has established 47 GW of renewable capacity and secured long-term power agreements with major clients like Microsoft and Google, with expected adjusted EBITDA growth of 5% CAGR from 2025 to 2028, indicating strong growth potential in the renewable energy sector.
- Attractiveness of Energy Stocks: All three companies offer sustainable high dividend yields, with Chevron, Williams, and Brookfield yielding 3.8%, 2.7%, and 4.3% respectively, providing stable returns for investors amidst economic fluctuations, enhancing their appeal as long-term investments.
See More
