Alphabet: Apple AI Deal Is The Biggest Blind Spot

KM Capital7.99K FollowersFollow5ShareSavePlay(11min)CommentsSummaryGoogle (GOOGL) remains a 'Strong buy' as it cements its position in generative and real-world AI, despite recent share price stagnation.GOOGL's AI partnerships, notably with Apple and major retailers, and the launch of cost-efficient Gemini models, expand its market reach and validate its innovation strategy.Waymo's valuation surge and rapid geographic expansion underscore Google's leadership in real-world AI, while the core digital advertising business continues generating robust cash flows.Valuation is not compelling at current levels, but aggressive growth investments and potential positive earnings revisions support a bullish long-term outlook despite near-term CapEx-driven profitability risks.

Getty Images Alphabet's/Google's (GOOGL) (GOOG) share price has been stagnating since my previous 'Strong buy' rating despite various bullish developments. The fact that all the Magnificent 7 stocks demonstrate share price weakness in 2026 despite strongThis article was written byKM Capital7.99K FollowersFollowComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment decisions. My hands-on experience shaped deep understanding of risk, reward and the delicate balance between these two variables. Driven by a desire to share my insights and contribute to the investor community, I embark on this new chapter with Seeking Alpha. My articles will be crafted with clarity and precision, devoid of jargon and fostering accessibility for investors of all experience levels. My background in IT grants me a valuable perspective, particularly when navigating the complexities of technology stocks. Yet, my pursuit of knowledge extends beyond the realm of silicon, encompassing diverse sectors and uncovering promising prospects across the economic landscape. Whether you are a seasoned investor seeking fresh perspectives or a nascent one embarking on your financial voyage, I extend a warm invitation to join me on this intellectual journey. Through collaborative exploration and insightful analysis, let us unlock the secrets of the market and chart a path towards shared financial success.Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.