Alphabet Inc. (NASDAQ: GOOGL) stock is trending up by 2.02% on Friday, September 18, 2026, amid strong AI product momentum and resilient digital ad demand. Wall Street now models GOOGL as a major AI infrastructure supplier, with Oppenheimer modeling roughly $170B in extra Google Cloud revenue through 2028 from external Tensor Processing Unit (TPU) sales, pushing its Google Cloud forecasts 15% above consensus in 2027 and 30% above in 2028. Multiple banks hiked GOOGL price targets, with fresh targets at $450 and $485 as Gemini gains share and search leadership stabilizes. Massive AI-focused capex continues, including a planned €13B ($15.1B) Finland build-out plus a new Lea County, New Mexico data center project, while joint venture Crux AI expects $22B in chip-linked financing to buy Google TPUs. The daily chart shows GOOGL grinding higher from about $328 at the start of the month to roughly $347 by 2026/09/17, with premarket tape between $353 and $356. Revenue sits near $402.8B with gross margin above 80% and profit margins above 50%, though recent free cash flow was negative $5.9B for the latest quarter as capex surged to about $44.9B.