Waymo said Friday it would issue a recall for its self-driving vehicles after Texas officials said the Alphabet unit's vehicles had illegally passed school buses at least 19 times in recorded incidents since the start of the school year.
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One analyst predicts that Google will steal market share from Nvidia and emerge as the dominant survivor of any future dot-com-style crash.
Alphabet And Amazon Proving Potential GPU Dominance Is Nvidia's Achilles Heel
A Google search executive on Thursday pushed back against fears that its AI-powered search will harm web publishers and its advertising business, calling the technology an “expansionary moment” for the internet.
I've long touted Alphabet (NASDAQ:GOOG) as one of the top Magnificent 7 tech stocks I think is worth buying and holding for the long-term.
Alphabet Inc (NASDAQ:GOOG), Google's parent company, may be sitting on an almost $1 trillion opportunity with its AI chips, according to Gil Luria, head of technology research at DA Davidson. Luria estimates that if Alphabet expands external sales of its tensor processing units (TPUs), the business could capture roughly 20% of the AI market, valuing it at about $900 billion.
Artificial intelligence (AI) has been the biggest growth driver of the stock market in 2025.
Alphabet Inc.'s valuation looks high, but the catalysts suggest shares remain undervalued. Google Cloud's AI-driven backlog signals accelerating multi-year revenue growth for GOOGL. TPUs could evolve into a major new hardware revenue stream.
It's the trillion-dollar question that many investors have surely been pondering in the past few weeks.
Alphabet Inc. stock has surged 84% in a year, moving from undervalued to fairly valued territory after resolving antitrust overhangs. GOOGL's valuation now exceeds peers like Nvidia, Meta Platforms, Microsoft, and Amazon, making further aggressive capital allocation less compelling. Despite strong Q3 results—16% YoY revenue growth, 33% net income growth, and standout Google Cloud performance—the easy money in GOOGL stock has been made.
Wikipedia is working with Big Tech on deals similar to its arrangement with Google, the online encyclopedia's co-founder, Jimmy Wales, said on Wednesday, in a bid to help the firm monetize AI companies' heavy reliance on its content.