Alphabet-A (GOOGL)

The Blue Tsunami midterms sent some AI stocks like Nvidia reeling while Big Tech cloud providers Amazon, Microsoft and Google rallied.

I think the primary reason is because of the market reaction to its earnings update.

The Democratic Party won control of both the House of Representatives and the Senate in the midterm elections.

Berkshire’s new boss is overseeing a concentrated portfolio, with $255 billion invested across seven proven winners.

Both companies are in the middle of an AI spending spree, but Alphabet's prominent position in cloud computing gives it the edge.

We asked our analysts how a Democratic Congress could affect the parts of the market they follow most closely, from healthcare and energy to AI data centers.

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Alphabet spooked investors with its large investment spending.

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The Democrats won control of both the House of Representatives and the Senate following the 2026 midterm elections.

Investors may be overlooking a significant risk to the company's top line.

The numbers would normally be reversed. Let's look at what's got investors thinking so defensively right now.

A Democratic sweep might be just the medicine Google needs to prosper.

Many megacap growth stocks are underperforming the major indexes this year.

While it might seem counterintuitive at first glance, the biggest cloud operators might gain an advantage from a Democratic sweep.

Amazon shares have erased their post-earnings slide as AWS growth accelerates and its backlog swells, with Phillip Securities' $330 target and analysts still pointing to further upside despite rising cash-flow concerns.

Apple is hovering around an all-time high despite a broader sell-off in tech stocks.

Artificial intelligence stocks are leading the broader market lower, creating opportunities for investors.

The company's new platform plays to institutional cybersecurity concerns.

In a big transition for Google stock, cloud revenue could overtake search ads in 2028. But that doesn't mean cloud will be a cash engine like search.

Elon Musk's tech giant continues to wow the market.