Recent Updates on Alphabet and AI Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy GOOGL?
Source: NASDAQ.COM
- Market Performance Analysis: As of February 4, 2026, Alphabet (GOOGL) and other AI stocks are under scrutiny, with overall market sentiment reflecting caution regarding the future development of the AI sector, although specific stock prices were not disclosed.
- Investment Recommendations: The Motley Fool's analyst team has identified 10 stocks for investors, notably excluding Alphabet, suggesting a potentially less optimistic outlook on its growth prospects compared to other companies, prompting investors to evaluate their positions carefully.
- Historical Return Comparison: Historical examples of Netflix and Nvidia show staggering returns of 424,262% and 1,163,635% respectively when recommended in 2004 and 2005, emphasizing the importance of stock selection, and Alphabet's absence may affect its investment appeal.
- Investment Community Building: The Motley Fool aims to create an investment community for individual investors, providing the latest investment advice and market analysis, and while Alphabet is not on the recommended list, its position in the AI sector remains noteworthy.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GOOGL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 302.850
Low
305.00
Averages
374.25
High
400.00
Current: 302.850
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.
OpenAI Faces Multiple Pressures and Competition
- Intensifying Chinese Competition: Sam Altman, CEO of OpenAI, acknowledged at the India AI Impact Summit that Chinese tech firms' advancements in AI are “remarkable,” indicating increasing competitive pressure on OpenAI amid its upcoming $100 billion funding round and $830 billion valuation.
- Price War Underway: Chinese firm Zhipu AI charges $3 per month for AI access compared to OpenAI's $20 for ChatGPT Plus, highlighting OpenAI's disadvantage in pricing strategy, which could lead to a further decline in its market share.
- Model Competition Disadvantage: Market traders predict an 87% chance that Google's Gemini 3.5 model will be released by June 30, increasing competitive pressure on OpenAI, especially as its best model ranks far below those of Google and Anthropic, potentially impacting its IPO plans.
- Advertising Revenue Strategy: Altman confirmed that ads will be introduced to ChatGPT, and although plans are in early stages, in the context of an intensifying price war, ad revenue could become a vital path to profitability for OpenAI, reflecting the urgency in its revenue model.
See More
Recent Updates on Alphabet and AI Stocks
- Stock Price Surge: Alphabet's stock rose by 3.95% in after-market trading on February 4, 2026, reflecting optimistic market sentiment regarding its AI business prospects, which may attract more investor interest.
- Market Trends: The overall strong performance of AI stocks, with Alphabet's increase mirroring a 3.74% rise in other AI-related stocks, indicates sustained investor confidence and demand for AI technologies.
- Video Content: The video discusses recent updates affecting Alphabet and other AI stocks, providing market analysis and future outlooks aimed at helping investors make more informed decisions.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click on a special offer link, indicating the content creator's intent to enhance viewer engagement and loyalty by providing valuable information.
See More
Recent Updates on Alphabet and AI Stocks
- Market Performance Analysis: As of February 4, 2026, Alphabet (GOOGL) and other AI stocks are under scrutiny, with overall market sentiment reflecting caution regarding the future development of the AI sector, although specific stock prices were not disclosed.
- Investment Recommendations: The Motley Fool's analyst team has identified 10 stocks for investors, notably excluding Alphabet, suggesting a potentially less optimistic outlook on its growth prospects compared to other companies, prompting investors to evaluate their positions carefully.
- Historical Return Comparison: Historical examples of Netflix and Nvidia show staggering returns of 424,262% and 1,163,635% respectively when recommended in 2004 and 2005, emphasizing the importance of stock selection, and Alphabet's absence may affect its investment appeal.
- Investment Community Building: The Motley Fool aims to create an investment community for individual investors, providing the latest investment advice and market analysis, and while Alphabet is not on the recommended list, its position in the AI sector remains noteworthy.
See More
Whetstone Capital Fully Exits monday.com Position
- Share Sale Details: Whetstone Capital disclosed on February 13, 2026, that it sold all 79,172 shares of monday.com during Q4 2025, valued at approximately $15.33 million, resulting in a decrease in quarter-end position value due to both share disposition and price movement.
- Market Performance Analysis: As of February 12, 2026, monday.com shares were priced at $73.63, reflecting a 76.8% decline over the past year, significantly underperforming the S&P 500 Index by 89.7 percentage points, indicating its weak market position.
- Investor Impact: This transaction represents the largest of the 12 positions Whetstone closed in Q4 2025; while the fund did not elaborate on its decision, it suggests a cautious stance towards SaaS stocks amid AI advancements potentially replacing their functions.
- Industry Outlook: Despite the sale of monday.com, Whetstone continues to hold 54 tech-related stocks and opened a position in fintech stock Block in Q4, indicating ongoing interest in technology investments, even as the market landscape evolves.
See More
Whetstone Capital Fully Exits monday.com Position
- Position Change: On February 13, 2026, Whetstone Capital Advisors disclosed in an SEC filing that it sold all 79,172 shares of monday.com during Q4 2025, with an estimated trade value of $15.33 million, resulting in a $15.33 million decrease in quarter-end position value due to both share sale and price movement.
- AUM Impact: This transaction represented a 4.8% change in Whetstone's 13F reportable assets under management (AUM), with the position previously accounting for 4.2% of the fund's AUM in the prior quarter, highlighting the significance of monday.com in its portfolio.
- Market Trend: The sale reflects Whetstone's cautious stance towards SaaS stocks, particularly as AI technology increasingly replaces their functions and the market positioning remains unclear, indicating a prudent approach to future market changes.
- Investor Guidance: While Whetstone exited monday.com, it still holds 54 stocks tied to the tech sector and opened a position in fintech stock Block in Q4, demonstrating ongoing interest in the technology space.
See More
Nvidia vs Alphabet: AI Stock Comparison
- Market Competition: Nvidia and Alphabet are competing in the AI space, primarily through Google's TPU challenging Nvidia's GPU, which could impact Nvidia's market share despite Alphabet being a major client of Nvidia.
- Technological Advantages: Nvidia's GPUs dominate in AI, cryptocurrency mining, and gaming graphics due to their powerful parallel processing capabilities, while Google's TPUs excel in specific AI tasks, showcasing a complementary relationship between the two technologies.
- Financial Performance Discrepancy: Analysts project Nvidia's revenue to grow at a staggering 65% rate compared to Alphabet's 7%, indicating Nvidia's rapid development in AI may attract more investor interest, although Alphabet's diversified business model provides stable cash flow.
- Investment Risk Assessment: While Nvidia's stock presents higher upside potential, its future performance may be subject to market volatility regarding AI risks, whereas Alphabet's stock is viewed as a more stable option for investors seeking long-term growth.
See More
OpenAI Faces Multiple Pressures and Competition
- Intensifying Chinese Competition: Sam Altman, CEO of OpenAI, acknowledged at the India AI Impact Summit that Chinese tech firms' advancements in AI are “remarkable,” indicating increasing competitive pressure on OpenAI amid its upcoming $100 billion funding round and $830 billion valuation.
- Price War Underway: Chinese firm Zhipu AI charges $3 per month for AI access compared to OpenAI's $20 for ChatGPT Plus, highlighting OpenAI's disadvantage in pricing strategy, which could lead to a further decline in its market share.
- Model Competition Disadvantage: Market traders predict an 87% chance that Google's Gemini 3.5 model will be released by June 30, increasing competitive pressure on OpenAI, especially as its best model ranks far below those of Google and Anthropic, potentially impacting its IPO plans.
- Advertising Revenue Strategy: Altman confirmed that ads will be introduced to ChatGPT, and although plans are in early stages, in the context of an intensifying price war, ad revenue could become a vital path to profitability for OpenAI, reflecting the urgency in its revenue model.
See More
Recent Updates on Alphabet and AI Stocks
- Stock Price Surge: Alphabet's stock rose by 3.95% in after-market trading on February 4, 2026, reflecting optimistic market sentiment regarding its AI business prospects, which may attract more investor interest.
- Market Trends: The overall strong performance of AI stocks, with Alphabet's increase mirroring a 3.74% rise in other AI-related stocks, indicates sustained investor confidence and demand for AI technologies.
- Video Content: The video discusses recent updates affecting Alphabet and other AI stocks, providing market analysis and future outlooks aimed at helping investors make more informed decisions.
- Subscription and Offers: The video encourages viewers to subscribe to the channel and click on a special offer link, indicating the content creator's intent to enhance viewer engagement and loyalty by providing valuable information.
See More
Recent Updates on Alphabet and AI Stocks
- Market Performance Analysis: As of February 4, 2026, Alphabet (GOOGL) and other AI stocks are under scrutiny, with overall market sentiment reflecting caution regarding the future development of the AI sector, although specific stock prices were not disclosed.
- Investment Recommendations: The Motley Fool's analyst team has identified 10 stocks for investors, notably excluding Alphabet, suggesting a potentially less optimistic outlook on its growth prospects compared to other companies, prompting investors to evaluate their positions carefully.
- Historical Return Comparison: Historical examples of Netflix and Nvidia show staggering returns of 424,262% and 1,163,635% respectively when recommended in 2004 and 2005, emphasizing the importance of stock selection, and Alphabet's absence may affect its investment appeal.
- Investment Community Building: The Motley Fool aims to create an investment community for individual investors, providing the latest investment advice and market analysis, and while Alphabet is not on the recommended list, its position in the AI sector remains noteworthy.
See More
Whetstone Capital Fully Exits monday.com Position
- Share Sale Details: Whetstone Capital disclosed on February 13, 2026, that it sold all 79,172 shares of monday.com during Q4 2025, valued at approximately $15.33 million, resulting in a decrease in quarter-end position value due to both share disposition and price movement.
- Market Performance Analysis: As of February 12, 2026, monday.com shares were priced at $73.63, reflecting a 76.8% decline over the past year, significantly underperforming the S&P 500 Index by 89.7 percentage points, indicating its weak market position.
- Investor Impact: This transaction represents the largest of the 12 positions Whetstone closed in Q4 2025; while the fund did not elaborate on its decision, it suggests a cautious stance towards SaaS stocks amid AI advancements potentially replacing their functions.
- Industry Outlook: Despite the sale of monday.com, Whetstone continues to hold 54 tech-related stocks and opened a position in fintech stock Block in Q4, indicating ongoing interest in technology investments, even as the market landscape evolves.
See More
Whetstone Capital Fully Exits monday.com Position
- Position Change: On February 13, 2026, Whetstone Capital Advisors disclosed in an SEC filing that it sold all 79,172 shares of monday.com during Q4 2025, with an estimated trade value of $15.33 million, resulting in a $15.33 million decrease in quarter-end position value due to both share sale and price movement.
- AUM Impact: This transaction represented a 4.8% change in Whetstone's 13F reportable assets under management (AUM), with the position previously accounting for 4.2% of the fund's AUM in the prior quarter, highlighting the significance of monday.com in its portfolio.
- Market Trend: The sale reflects Whetstone's cautious stance towards SaaS stocks, particularly as AI technology increasingly replaces their functions and the market positioning remains unclear, indicating a prudent approach to future market changes.
- Investor Guidance: While Whetstone exited monday.com, it still holds 54 stocks tied to the tech sector and opened a position in fintech stock Block in Q4, demonstrating ongoing interest in the technology space.
See More
Nvidia vs Alphabet: AI Stock Comparison
- Market Competition: Nvidia and Alphabet are competing in the AI space, primarily through Google's TPU challenging Nvidia's GPU, which could impact Nvidia's market share despite Alphabet being a major client of Nvidia.
- Technological Advantages: Nvidia's GPUs dominate in AI, cryptocurrency mining, and gaming graphics due to their powerful parallel processing capabilities, while Google's TPUs excel in specific AI tasks, showcasing a complementary relationship between the two technologies.
- Financial Performance Discrepancy: Analysts project Nvidia's revenue to grow at a staggering 65% rate compared to Alphabet's 7%, indicating Nvidia's rapid development in AI may attract more investor interest, although Alphabet's diversified business model provides stable cash flow.
- Investment Risk Assessment: While Nvidia's stock presents higher upside potential, its future performance may be subject to market volatility regarding AI risks, whereas Alphabet's stock is viewed as a more stable option for investors seeking long-term growth.
See More
