Alphabet is Standing Out Amid Big Tech -- Market Talk

Dow Jones00:15

1215 ET - Alphabet is outperforming its peers as it reported strong first-quarter results, D.A. Davidson analysts say in a note. The technology giant had a significant acceleration in Google Cloud revenue growth in the quarter, and Gemini is gaining traction across consumer and enterprise customers, the analysts say. Meanwhile, TPU hardware sales are notably driving up the company's Google Cloud backlog, the analysts say. Apple is "standing out of the big tech crowd," however its outperformance is well-reflected in its current valuation, the analysts say, maintaining their neutral rating on the stock. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

April 30, 2026 12:15 ET (16:15 GMT)

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Davidson analysts say in a note. The technology giant had a significant acceleration in Google Cloud revenue growth in the quarter, and Gemini is gaining traction across consumer and enterprise customers, the analysts say. Meanwhile, TPU hardware sales are notably driving up the company's Google Cloud backlog, the analysts say. Apple is \"standing out of the big tech crowd,\" however its outperformance is well-reflected in its current valuation, the analysts say, maintaining their neutral rating on the stock. 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Davidson analysts say in a note. The technology giant had a significant acceleration in Google Cloud revenue growth in the quarter, and Gemini is gaining traction across consumer and enterprise customers, the analysts say. Meanwhile, TPU hardware sales are notably driving up the company's Google Cloud backlog, the analysts say. Apple is \"standing out of the big tech crowd,\" however its outperformance is well-reflected in its current valuation, the analysts say, maintaining their neutral rating on the stock. 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