The article argues Alphabet is the better buy, though the answer may depend on whether investors are bullish on AI. Alphabet is going all-in on AI and plans to spend about $200 billion on data center capital expenditures this year, while Apple is using Google's Gemini model on its devices instead of rapidly expanding its own AI computing power. Apple trades at 36 times fiscal 2027 earnings, its most expensive valuation in several years, while Alphabet trades at 22 times next year's earnings. The article notes that Berkshire has been buying Alphabet stock recently rather than Apple.
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Related tickers and likely impact
AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.0T |
| Close on 10/21/2026 | 343.99 |
| Change that session | +1.32% |
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.3T |
| Close on 10/21/2026 | 334.76 |
| Change that session | -1.62% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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