Investors Business Daily
16 Oct 2026, 11:33 UTC · 1h ago
CoreWeave Isn't The Only Sputtering AI Stock — Nor The Worst
Impact · against what's priced in
The news is largely neutral for the major holdings as the market had already priced in AI infrastructure struggles and Google's cloud trajectory. Alphabet's potential AI chip revenue provides a slight catalyst as it supports a margin-expansion narrative the market currently declines to pay for.
- GOOGL+0.30
Challenges what's priced in
- The price assumes
AI-driven search monetization expanding the FCF margin above 18.2%
The projection that AI chip sales could generate 35% of cloud revenue by 2027 supports the possibility of margin expansion and reduced vendor reliance, which the market currently declines to price in.
What GOOGL's price assumes · Sep 2
