Alphabet is the top holding of this five-star fund that is also finding 240% gains in the ‘unsexy' side of the AI buildout

Moving across market caps has kept the Chase Growth Fund agile and one step ahead of the S&P 500.

Market Watch • an hour ago

Alphabet: The A-Z AI Play Set To Profit From The Whole Industry

Alphabet (GOOG) is a premier AI play, excelling in both software and hardware, with near-unmatched synergy and adoption across the industry. GOOG's financials are exceptional: Q1 2026 revenue up 22% to $109.8B, net income up 81%, and net margin at 37.9%, far outpacing peers. Strategic wins include Google Gemini's rapid LLM market share gains and pivotal partnerships with Apple and Anthropic, reinforcing GOOG's AI ecosystem.

Seeking Alpha • 2 hours ago

Alphabet's Strong Growth Is Set To Continue, But A Downgrade Might Not Be Far Off

Alphabet (GOOG) remains a very soft 'buy' as robust growth in revenue, profits, and cash flow continues. GOOG's Google Cloud segment is the primary growth engine, with Q1 2026 revenue up to $20.03B and margins rising to 32.94%. Massive capital investments—$180–$190B planned this year—are driving backlog above $460B and supporting future expansion.

Seeking Alpha • an hour ago

Waymo to recall nearly 3,800 robotaxis over self-driving software issue

Waymo is recalling 3,791 robotaxis in the U.S. over a ​self-driving software issue that could likely ‌cause the vehicles to drive onto flooded roads, the National Highway Traffic Safety ​Administration said on Tuesday.

Reuters • May 12, 2026

SpaceX, Google in Talks to Explore Data Centers in Orbit

A deal between the two tech titans would give a boost to SpaceX's business ahead of a historic public listing.

WSJ • 20 hours ago

Google races to put Gemini at the center of Android before Apple's AI reboot

Google is rolling out new Gemini-powered Android features, ahead of its developer conference next week. The AI can understand screen context and complete multi-step tasks like building shopping carts or booking reservations, the company said.

CNBC • 17 hours ago

Google, SpaceX in talks to explore data centers in orbit, WSJ reports

Alphabet's Google is ​in talks ‌with Elon Musk's SpaceX ​for ​a rocket launch deal ⁠as ​the search ​giant expands its own efforts ​to put ​orbital data centers ‌in ⁠space, the Wall Street Journal ​reported ​on ⁠Tuesday, citing people ​familiar with ​the ⁠discussions.

Reuters • 20 hours ago

Google announces raft of free upgrades for Android phones

Tech firm to expand AI capabilities of high-end devices with Gemini Intelligence and says new range of laptops on the way

The Guardian • 19 hours ago

Report: Google and SpaceX in talks to put data centers into orbit

Google and SpaceX are in talks to launch orbital data centers in space, reports The Wall Street Journal, citing sources familiar with the matter.

TechCrunch • 18 hours ago

Everything Google announced at its Android Show, from Googlebooks to vibe-coded widgets

At Google's virtual “Android Show: I/O Edition” event on Tuesday, the tech giant announced a series of upcoming updates and features, including improved Gemini Intelligence features, new hardware called Googlebooks, and other Android improvements, like vibe-coded widgets, Gemini in Chrome, and new emoji.

TechCrunch • 19 hours ago