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Zacks Equity Research

Can Strong Search and Cloud Growth Drive GOOGL's Q2 Earnings?

Alphabet's Q2 2026 results may reflect Search ad momentum, AI-driven Cloud demand and rising subscriptions, with July 22 earnings in focus.

GOOGLNegative Net Change AMZNNegative Net Change MSFTNegative Net Change SHOPNegative Net Change

Aniruddha Ganguly

GOOGL Stock: Do AI Growth Drivers Justify the Premium Valuation?

Alphabet's AI momentum across Search and Cloud, surging backlog and improving economics support its premium valuation despite heavy spending.

GOOGLNegative Net Change AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change

Aniruddha Ganguly

Meta Platforms is Overvalued at 5.92X PS: Buy, Sell or Hold the Stock?

META's premium valuation and soaring AI spending weigh on near-term upside despite strong ad growth and AI engagement.

METANegative Net Change AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change

Rimmi Singhi

META's $9B AI Infrastructure Bet, Cloud Ambitions: Is the Stock a Buy?

Meta's $9B Alberta data center and potential cloud plans could diversify growth, but heavy AI spending and rich valuation may test investors.

METANegative Net Change AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change