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Google Cloud Growth and Investment Opportunities

Updated 2026-10-12 16:40 UTC 1 source Neutral

An analyst suggests investing in chip makers and networking providers as potential plays on Google’s rapid growth in the cloud computing market. This advice comes amid increasing competition and investment in tech infrastructure.

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MarketWatch

Buy these stocks as plays on Google’s big spending, analyst says

Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research.

2026-10-12 16:31 UTC