Alphabet Inc Class C

2026-06-14 14:49:34

Evergy and Entergy stocks saw gains on Friday, driven by increasing data-center power demand, though their valuations are facing closer scrutiny. Evergy, which has signed five major data-center power deals, is still rated "Hold" by analysts due to execution and regulatory risks, despite raising its growth outlook. Entergy unveiled a significant $67 billion capital plan, projecting substantial retail sales growth and customer savings linked to data-center agreements.

2026-06-14 09:13:15

Dixon Mitchell Investment Counsel Inc. has invested $17.34 million in Uber Technologies, Inc. by purchasing 212,170 shares during the fourth quarter. This move highlights continued institutional interest in Uber, with other major investors like Vanguard also increasing their stakes. Despite beating earnings expectations with $0.72 EPS, Uber's stock saw a slight dip and trades below its 52-week high, while analysts maintain a "Moderate Buy" rating with an average price target of $104.97.

2026-06-14 07:08:48

Ally Financial Inc. significantly increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 97.6% during the fourth quarter, bringing its total holdings to $12.99 million. This makes Alphabet Ally Financial Inc.'s 11th largest holding, constituting 1.6% of its portfolio. Other institutional investors like Vanguard Group Inc. and State Street Corp also boosted their holdings in Alphabet, while some insiders sold shares.

2026-06-13 22:44:40

Alphabet's stock rose slightly despite a new legal challenge in Germany where a court ruled Google is liable for false claims in AI Overviews, potentially increasing costs for its search business. Investors are now looking to the unconfirmed Q2 earnings report on July 23 for updates on search growth, Google Cloud revenue, and capital expenditure guidance, which will influence the stock's valuation amid substantial AI investment. The ruling highlights growing regulatory scrutiny of AI in search, adding risk to Alphabet's strong financial momentum.

2026-06-13 14:30:00

Oracle's stock experienced a sharp decline following its recent earnings report, sparking investor concerns over the company's AI spending plans. Two Seeking Alpha analysts view this sell-off as a buying opportunity due to Oracle's strong cloud backlog and potential valuation upside, while one analyst maintains a bearish stance, citing CapEx concerns and risk concentration related to AI investments. The aggressive AI capital expenditures and their impact on free cash flow, along with potential dilution and debt, are key factors influencing the investment outlook.

2026-06-13 12:59:36

Wells Fargo's Chief Equity Strategist Ohsung Kwon warns that surging AI token costs and the end of "token-maxxing" subsidies pose a significant risk to hyperscaler stocks like Microsoft and Meta Platforms. These companies are already facing increasing capital expenditures for AI infrastructure, forcing them to pass higher costs to customers. Despite strong financial performance, both Microsoft and Meta have seen their stock prices struggle as investors question the long-term returns on these massive AI-related investments.