HomeTechA.I.Dickens: GOOGL 'Massively Undervalued,' Big Tech Remains in A.I. Arms Race

Dickens: GOOGL 'Massively Undervalued,' Big Tech Remains in A.I. Arms Race

Big Tech will continue to put up big money for A.I. buildout, says Steven Dickens. Even if there's no pickup in CapEx spend from Microsoft (MSFT), Meta Platforms (META), or Alphabet (GOOGL), he expects the spend to remain the same or see little change. As for Alphabet, Steven sees supreme value in the Mag 7 giant's core business and strategic ventures. Tom White offers an example options trade for Alphabet.

Morning Trade Live

29 Oct 2025

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