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How Schwab Network’s view on $GOOGL changed

Channel profile →This channel has 3 credited speakers: Morgan Stanley, Truist, UBS2 entries
2026-09-10Bullish
“GOOGL v. META: Way AI Buildout Present New Mag 7 Opportunities”
Google is favored over Meta; strong ecosystem and >80% cloud growth support the thesis despite rising CapEx ($325-350B next year).

we currently have holding we were currently in Google. So, um and we still think actually Alphabet or Google has a stronger holding.

And that's mainly because of the the entire ecosystem that it has, which obviously includes um the the search, it includes also, of course, YouTube. But besides that, it includes that segment that actually grew over 80% last quarter, and that's cloud.

So, it benefits from cloud in terms of, you know, other companies having to basically get out there and um and uh implement a their AI strategies on Google's GCP. And then also, obviously, utilizing uh Gemini.

And Gemini, as you know, uh targets more enterprise uh clients rather than consumers, which is, you know, where where Meta's uh agentic AI is uh is currently targeting.

Watch the source00:30
2026-09-04Bullish
“Alphabet (GOOGL): Diversified Growth and AI Powerhouse”
GOOGL is a strong long-term investment; its core fundamentals remain solid despite recent market weakness.

Where does Alphabet really fit into the big picture? What's its standing in the market at this point in your opinion? Well, you know, Alphabet's standing, and thank you for having me, is is, you know, it's something that's a little bit lower right now than I think you would have seen a few weeks ago.

But to me, it's a powerhouse long-term stock. It's got an amazing long-term record, and frankly, it's built for any weather. So, even though the stock has pulled back, I really don't think the core fundamentals of the business have, and I feel really excited about it.

Watch the source00:10
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