We’re downgrading Alphabet after its rough quarter. Here’s where we’d buy again

cnbc.com · 2026-10-29

Every weekday, the Investing Club releases the Homestretch, an actionable afternoon update just in time for the last hour of trading.

TickrTrends take: Alphabet's recent quarterly challenges and analyst downgrade represent broader pressure on large technology holdings that may be affecting sector sentiment more widely. For a Healthcare sector company like DXCM that TickrTrends currently rates as Undervalued, this technology sector weakness creates an important distinction worth monitoring, as Healthcare stocks may benefit from investor rotation away from challenged mega-cap tech names. Valuation-focused readers should watch whether DXCM's current undervalued status persists as capital potentially shifts toward defensive healthcare positions during periods of technology sector uncertainty.

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