Malik Ahmed Khan, CFA

Watching Meta Compute, the company’s capex plans and cash flow, plus the core ad business.

From Google Cloud to Gemini user retention, here’s what we expect from Alphabet’s earnings report.

We see the K3-inspired selloff in Alphabet, Amazon, and Microsoft as misplaced.

We maintain our fair value estimate for Alphabet stock.

We view the market’s reaction, sending shares down 4%, as an overreaction.

With AI increasing Google Cloud and Gemini API sales, here’s what we think of Alphabet stock.

We believe Meta has all the right ingredients to make the AI return on investment work.

We think Alphabet stock is fairly valued.

We think Meta stock is moderately undervalued.

From AI integration to capital expenditure increases, here’s what we expect in Alphabet’s earnings report.

With another high-performing quarter expected, here’s what we think of Meta stock.

We think Meta stock is moderately undervalued.

We maintain our fair value estimate for Meta stock.

We think that as 2026 progresses, investors will be able to see clear returns on Meta’s artificial intelligence investments.

Our update on select stocks from the Software - Infrastructure industry.

With strong fourth-quarter earnings and AI integration, here’s what we think of Alphabet stock.

With a fourth-quarter sales outperformance and leveraged AI investment, here’s what we think of Meta stock.

We think Meta stock is moderately undervalued.

From cloud computing growth to AI monetization, here’s what we’re looking for in Alphabet’s upcoming earnings report.

Here’s a wide-moat company with strong secular tailwinds in a promising industry—and an attractive stock price, too.

Manus’ automation-led prowess is likely to be a key piece of Meta’s next AI model launch.

We maintain our fair value estimate for Alphabet stock.

We think Alphabet stock is fairly valued.

We think Alphabet stock is moderately undervalued.

We think Meta Platforms stock is fairly valued.