Alphabet 'A'

Alphabet is being valued at a P/E of about 16 ahead of the upcoming quarterly results, as low as it has been in years. While Google Search continues to deliver revenue, Google Cloud, Gemini and YouTube drive additional growth, and Alphabet is investing billions in AI and cloud. The upcoming figures must show whether the sustained earnings and revenue growth justify the current valuation discount. » More on deraktionaer.de

Google's rollout of AI Overviews and AI Mode summarizes web content in search, which has led to significant drops in click-throughs to outside publishers and reduced search-driven traffic across news sites. Publishers have reported steep traffic losses, filed lawsuits and pushed for changes, prompting Google to make sources more prominent and offer opt-out toggles. Google is testing licensing and payment programs for publishers and adjusting how links are displayed as it seeks to address industry and regulatory pushback. » More on theverge.com

Alphabet reports after Wednesday’s close with Google Cloud performance, external sales of tensor processing units (TPUs), and early commentary on the Gemini 4 Argon model the key drivers investors will watch. Analysts will also look for sustained Search revenue growth amid shifting AI-driven user behavior and any guidance on 2027 capital spending. The results come amid a packed week for markets that includes Fed policy decisions and fresh inflation data that could influence investor reaction. » More on cnbc.com