(Bloomberg/Ryan Vlastelica) — Alphabet Inc. investors are growing increasingly confident that the company’s semiconductors could represent a significant driver of future revenue for Google’s parent.

Alphabet’s largest position is AST SpaceMobile (ASTS) at $459M to enable satellite connectivity for Android devices. AST SpaceMobile tops Alphabet's portfolio with a stake worth approximately $459 ...

Google’s portfolio is heavily tilted toward healthcare and biotech with its largest holding being Planet Labs at $438M. Figma operates as a cloud-based platform for interface design, enabling teams to ...

Citizens JMP upgraded Alphabet to Outperform, citing AI as a tailwind expanding search use and monetization opportunities. Analyst sees Google's AI Overviews driving query growth, offsetting ChatGPT’s ...

Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) dominates the search engine market with a greater than 90% share, powering billions of daily queries through Google Search. Yet its growth extends beyond that core ...