24/7 Wall Street
12 Jul 2026, 00:21 UTC · 2h ago
Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
12 Jul 2026, 00:21 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Google Cloud's backlog nearly doubled quarter over quarter to over $460 billion. — This massive backlog indicates sustained, high-volume demand for AI infrastructure and provides strong forward revenue visibility.
+0.80Apple authorized a new $100 billion share buyback and increased its dividend by 4%. — Significant capital returns typically support share price stability and attract income-focused institutional investors.
+0.60Apple CEO Tim Cook is set to step down in September and be replaced by John Ternus. — A change in leadership at a trillion-dollar company introduces execution risk and potential shifts in corporate strategy.
+0.40Continue reading
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Google's 2026 CapEx guidance is projected between $175 billion and $185 billion. — While signaling aggressive growth, such massive spending increases the pressure on AI to deliver immediate cash flow returns.
Google is trading at a trailing P/E of 28 with 21.8% revenue growth, while Apple trades at 38 with 16.6% growth. — The valuation gap suggests Google is fundamentally cheaper relative to its growth rate, potentially attracting rotation from Apple.
+0.20Which stocks this story touches
Strong revenue growth, cheaper valuation relative to peers, and a massive Cloud backlog positioning it as a top AI beneficiary.
Positive for capital returns via buybacks and dividends, but criticized for high valuation and slower growth compared to Google.
Mentioned only as a comparison point for an investment opportunity in another company.
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Schwab Network
9h ago
