Alphabet-A (GOOGL)

A weekly roundup of MarketBeat analysis covering earnings, AI-driven stocks, insider trading, and analyst calls on Nike, Nvidia, Amazon, Apple, Tesla, Meta, and more.

There's no doubt that Google Cloud will drive Alphabet's future.

The good news is, investing in the stock market can be surprisingly easy if you're disciplined enough to remain patient.

The AI lab is scaling at extraordinary speed, but investors still need proof that it can deliver durable profits.

An Anthropic IPO will boost several companies.

The diversified chip and software giant has plenty of room to grow.

The company’s market-beating days may not be over.

Alphabet unveiled its Gemini agent for enterprise AI, prompting a TD Cowen price target hike to $485, as GOOGL trades near $348, still within its multi-month range below its 52-week high.

IonQ and D-Wave are two popular pure play quantum computing stocks.

Index funds still have their place in most people's portfolios. But some individual stocks are light on risk and long on reward.

Salesforce, CrowdStrike, Palo Alto Networks and Veeva Systems are rebounding as institutions buy software stocks that own the customer data AI now depends on.

Alphabet and Unity Software announced a generative AI gaming partnership on Oct. 7, letting creators build games via text prompts, a shift that strengthens Unity's margins while pressuring rival Roblox's competitive position.

Many prominent AI stocks continue to trade at reasonable valuations.

Google may become a major AI chipmaker, and there are some clear winners from that development.

Space Exploration Technologies' biggest growth driver now is its AI segment, but those revenues lack protection against a key risk.

Alphabet is directly financing a $1.8 billion natural gas and microgrid expansion with Black Hills Corp in Cheyenne, Wyoming, reshaping the utility's valuation as a tech-adjacent infrastructure play.

Two tech titans are folding AI into the products billions already use, and that's exactly what makes them built to last.

The Tema Space Innovators ETF (NASA) is down 38% from its May high, weighed down by volatile, unprofitable holdings like SpaceX, AST SpaceMobile, Rocket Lab, and Viasat.

Nvidia is currently the only company in the world valued at more than $5 trillion.

Meta stock has rallied thanks for Muse. But there is one challenge in making the app a go-to shopping helper.

Google Cloud isn't the company's main breadwinner yet, but it's definitely moving the needle more than its other businesses.

SpaceX has become a highly diversified technology leader.