Alphabet invests in AST SpaceMobile and reduces stake in CrowdStrike, signaling confidence and caution.

From Nasdaq: 2025-05-20 03:06:00

In a whirlwind of activity, President Trump announced tariffs, paused reciprocal tariffs, and negotiated with China. Meanwhile, earnings season and economic data flooded Wall Street. Among the key data releases were Form 13F filings, revealing institutional investors’ trades for the first quarter of 2025.

Alphabet, parent company of Google, dominates internet search with an 89.66% share globally. Its cloud platform, Google Cloud, ranks third globally in customer spend. Alphabet’s investment arm holds $1.58 billion in 40 holdings, including a moonshot stock and a powerful AI stock.

Alphabet’s new entrant, AST SpaceMobile, aims to provide global cellular connectivity using satellites compatible with existing smartphones. With partnerships with major mobile network operators and revenue growth projections, AST SpaceMobile shows promise despite challenges in satellite costs and growth forecasting.

On the flip side, Alphabet reduced its stake in cybersecurity specialist CrowdStrike Holdings during the first quarter. Concerns over valuation, a faulty update, and profit-taking may have influenced the decision. Despite risks, CrowdStrike’s subscription-based model and expanding customer usage signal long-term potential.

Curious about investing in AST SpaceMobile? The Motley Fool’s Stock Advisor team didn’t include it in their top 10 stock picks, which have historically delivered significant returns. Make informed investment decisions based on expert analysis and historical performance.



Read more at Nasdaq: Alphabet Just Made a Moonshot Stock One of Its Biggest Investments and Dumped 83% of Its Stake in a High-Flying Artificial Intelligence (AI) Giant