Why cheaper power is unlikely as Trump’s budget law reshuffles the energy landscape
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 19 2025
0mins
Should l Buy GOOG?
Source: MarketWatch
Impact of the One Big Beautiful Bill Act: President Trump's new legislation is expected to significantly alter the U.S. energy market, potentially increasing power costs amid the growing focus on artificial intelligence.
Shift in Energy Investment Priorities: The act introduces restrictions on renewable energy investments while prioritizing upstream oil and gas, marking a fundamental change in energy policy according to Wood Mackenzie.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 311.330
Low
255.00
Averages
336.08
High
400.00
Current: 311.330
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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- Increased User Engagement: Since the launch of Gemini 3's AI Mode search feature, the number of queries per user in the U.S. has doubled, indicating high user acceptance of the new feature and further solidifying Google's competitive advantage in the search market.
- Increased Advertising Opportunities: As user searches become longer and more conversational, Google has more opportunities to display ads, thereby increasing revenue and continuously reinvesting in AI capabilities to ensure long-term growth potential.
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See More
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See More
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- Volatility Analysis: Volatility skew data shows that for the March 20 expiration, put options have significantly higher implied volatility than call options, indicating a heightened focus on downside risk, which could lead to increased demand for hedging against Microsoft stock.
- Trading Parameters: According to the Black-Scholes model, Microsoft stock is expected to trade within a range of $402 to $423 over the next 36 days with a 68% probability, suggesting a conservative market outlook where a strong catalyst is needed to drive significant price movement.
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See More
