Google (GOOG) Cloud backlog surged to $155B in Q3, up 46% quarter-over-quarter and 82% year-over-year. Google Cloud operating margins hit 23.7% in Q3, up from 17% last year as scale improves. Over 70% ...

That said, Alphabet did meaningfully underperform our average portfolio return as concerns that it’s near monopolistic position in Search (which generates the majority of their advertising revenue) ...

Alphabet reported another quarter of double-digit growth last week. According to some metrics, Google is losing market share in search. A judge ruled that its search engine was an illegal monopoly. At ...

Despite recent sell-offs, Alphabet's long-term outlook remains strong, with diverse, high-margin businesses acting as "shock absorbers" against macro volatility. Alphabet's growth engines, including ...

Alphabet Inc. continues to be viewed by numerous professional investors as a cornerstone holding within the technology sector. A confluence of robust financial performance, a landmark cloud agreement, ...

It's amazing what a couple of grad students can cook up in their garage. I've been a fan (and heavy user) of Google since the search engine hit the internet in 1997 and a happy shareholder since 2007.

Baron Funds released its “Baron Durable Advantage Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund primarily focuses on investing in securities of large ...

Institutional ownership often serves as one of the clearest signals of conviction in a company’s long-term prospects. When the world’s most prominent hedge funds, asset managers, and pension funds ...

Pershing Square Holdings, an investment holding company, released its first half 2023 investor letter. A copy of the same can be downloaded here. The fund generated NAV performance of 10.0% during the ...

Strategic Advocates LLC grew its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange ...