This Is the One AI Stock I Can't Stop Buying

Alphabet’s AI-driven businesses were highlighted as the focus of a bullish article tied to the company’s quarterly results and capital plans. The piece argues the Alphabet unit, including Google’s Search, Cloud, Gemini and related platforms, is delivering consistent earnings and accelerating AI services. It cites Q1 2026 EPS of $5.11 versus a $2.63 consensus, a 94.10% beat, and revenue of $109.90 billion, up 21.8% year over year, with operating income of $39.70 billion and a 36.1% operating margin. For full-year 2025, revenue is described as exceeding $402.84 billion. The article also points to Google Cloud revenue growth of 63% to $20.03 billion, Cloud backlog of over $460 billion, and dividend of $0.22 per share after a 5% increase. Risks identified include rising capital expenditure: Q1 CapEx at $35.67 billion, with 2026 guidance of $180 billion to $190 billion and free cash flow down 46.63% to $10.12 billion.