#Alphabet

Meta beat Alphabet by 4.8 percentage points before Connect. TECHi compares META and GOOGL valuation, targets, AI catalysts and risk.

Reports of DeepMind coding research moving to California raise questions about London’s AI cluster. TECHi examines the evidence and Google’s response.

Alphabet posted record Q2 2026 net income and its first negative free cash flow together. Why $44.9B of AI capex — not the profit — is the real story.

Google reportedly ordered 3 million TPUs from Intel for 2028 and Nvidia is testing 18A. What the foundry wins mean for INTC stock — and the valuation gap.

Google says monthly tokens across its surfaces jumped from 9.7T in May 2024 to 3.2Q+ in May 2026. The real story is inference demand.

Google Search and ChatGPT energy use look close per query. The real 2026 issue is AI search margin, reasoning demand and data-center power.

Alphabet is spending up to $190B on AI infrastructure in 2026. Here is the free-cash-flow bear case, the Cloud countercase, and what GOOG investors should watch.

Anthropic's reported $200B Google commitment, Alphabet's $460B cloud backlog, and the market-cap gap with Nvidia explain the No. 1 call.

The best AI stocks for 2026, ranked with the AI Equity Editorial Score across chips, cloud, and software. See each company's AI moat and valuation risk. This list is not the TECHi Forward Model Score.