Alphabet Inc (GOOG)
Why Nvidia's $100 Billion Bet On OpenAI Makes (Some) Sense (Rating Upgrade)
Nvidia Corporation stands to benefit most from the current AI infrastructure buildout, highlighted by its $100B partnership with OpenAI for next-gen compute. NVDA's dominance is reinforced by strategic deals that lock in future demand, but risks include competition from Advanced Micro Devices, Alphabet, and potential government intervention. Hyperscalers like Microsoft, Alphabet, and Amazon are best positioned long-term due to integrated platforms, strong moats, and the ability to absorb or outlast pure-play model builders.
Top A.I. Researchers Leave OpenAI, Google and Meta for New Start-Up
Founded by a co-creator of ChatGPT, Periodic Labs aims to build artificial intelligence that can accelerate discoveries in physics, chemistry and other fields.
Alphabet: The Universal Edge
Alphabet (GOOGL/GOOG) is still a strong buy, driven by exceptional AI innovation, robust cloud growth, and disciplined financial management. GOOGL's recent quarterly results exceeded expectations, with impressive revenue and profit growth across all lines of its business. AI advancements, Gemini's rising adoption, Google TV expansion, and Waymo's autonomous taxi business provide significant long-term growth opportunities for GOOGL.
Can Google overtake Nvidia as the world's most valuable company? Here's why that's not so crazy.
Wall Street is slowly coming around to Google's AI advantages, but one analyst is going so far as to say Alphabet is the “best-positioned” company to dominate in AI.
Google Asks Supreme Court to Intervene in Dispute With Fortnite Creator
The case could rewrite the rules on how businesses make money on Google's smartphone operating system.
Google asks US Supreme Court to freeze app store injunction in Epic Games case
Alphabet's Google said it has urged the U.S. Supreme Court to halt key parts of a judge's order that would force major changes to its app store Play, as it prepares to appeal a decision in a lawsuit brought by "Fortnite" maker Epic Games.
Alphabet brushes off new challenge as Google faces ad-tech trial
Alphabet Inc (NASDAQ:GOOG) shares shrugged off another potential blow to Google's dominance, even as the company braced for a fresh courtroom battle over its digital advertising empire. A federal trial opening Monday in Alexandria, Virginia, will determine how to rein in what a judge has already ruled to be an illegal monopoly in Google's ad technology.
Alphabet's Arsenal Has Tilted The AI Search Wars
Alphabet leverages unmatched global scale and AI innovation, integrating tools like Gemini and SGE across Search, YouTube, and Android to drive engagement and ad revenue. Google is evolving beyond ads, building a robust AI infrastructure through Google Cloud, custom TPUs, and a sticky AI ecosystem, fueling rapid enterprise and developer adoption. Despite fierce competition and soaring AI-related capex, Google maintains strong margins, impressive earnings growth, and a reasonable valuation, versus peers, supporting its long-term bull case.
Got $3,000? 2 Artificial Intelligence (AI) Stocks to Buy and Hold for the Long Term
We're quite possibly at the start of what could be a major technological shift with the onset of artificial intelligence (AI). No one knows what new products, services, or companies will be created.
Google isn't kidding around about cost cutting, even slashing its FT subscription
Google is ending its enterprise subscription to the Financial Times, and it's not the only enterprise media subscription on the chopping block, sources say. The cuts reflect broader cost-reduction efforts at the search giant, even as the company reports strong financial performance.
Watch These Alphabet Stock Price Levels After Google Parent Joins the $3 Trillion Club
Alphabet (GOOGL) this week became just the fourth company to achieve a market capitalization of $3 trillion, boosted by a favorable legal ruling and optimism about the company's prospects amid the AI boom.
Google's Nano Banana Moment: 50% Upside For GOOG Stock?
Google's stock has been making headlines, surpassing the $3 trillion market cap milestone as investor confidence grows. But here's the bigger takeaway: even after this rally, Google still trades at a notable discount compared to Big Tech peers like Amazon and Microsoft.
