GOOGL vs STX

Alphabet Inc. remains an exceptionally strong, well-managed, and highly profitable enterprise, as evidenced by its Q1 2026 revenue beat ($109.90B vs consensus $106.98B) and EPS beat ($5.11 vs consensus $2.64). The proposed $80 billion equity capital raise for AI infrastructure, including a $10 billion private placement from Berkshire Hathaway, further underscores its strategic commitment and finan...

Seagate demonstrates robust operational performance with significant Q3 2026 revenue ($3.11B, +44.1% YoY) and EPS beats, alongside improving gross margins (47.0%) and strong free cash flow ($953M). Its HAMR technology positions it well for mass-capacity storage demands driven by hyperscale cloud and AI workloads, which are strong tailwinds. The company is actively managing its balance sheet by red...