The European Union said Tuesday it's stepping in to make sure Google gives rival AI companies and search engines access to Gemini AI services and data as required by the bloc's flagship digital rulebook.
Alphabet (NASDAQ:GOOGL) stock was the biggest Mag Seven winner last year, thanks in part to its big lead in AI.
Alphabet Inc. is downgraded to Hold, as share pricing has nearly doubled in a year and now appears fully valued. Valuation multiples are at multi-decade highs, with EV/EBITDA at 26x trailing results. Today's FCF yield has dropped to a worrisome 1.8%. Technical trading momentum has been fading, insider selling is heavy, and risk/reward now favors waiting for a better entry.
The Commission said it will tell Google how it should grant rival AI-service providers equal access to features and tools, and will assist it to comply with letting competing search engines access datasets for areas such as ranking.
META heads into Q4 earnings with strong ad growth and rising AI momentum, but heavy spending, Reality Labs losses and valuation risks loom.
Google agreed to pay $68 million to settle claims its voice assistant illegally spied on users to, among other things, serve them advertisements, Reuters reports.
Alphabet Inc. (GOOG) reached $333.59 at the closing of the latest trading day, reflecting a +1.57% change compared to its last close.
Alphabet (GOOGL) closed the most recent trading day at $333.25, moving +1.62% from the previous trading session.
Google has reportedly agreed to a preliminary settlement in a class action lawsuit that alleged that the firm's Google Assistant spied on smartphone users. The proposed $68 million settlement was filed Friday (Jan. 23) and requires approval by a judge, Reuters reported Monday (Jan. 26).
The Magnificent Seven, as a whole, may still be great long-term bets, especially now that most of their members have fallen under enough pressure to see their valuation metrics compress.
British AI startup Synthesia has raised $200 million at a $4 billion valuation. The fresh funding nearly doubles the $2.1 billion price tag the company hit when it raised in January 2025.
Matt Britton, author of Generation AI, thinks OpenAI's ad moves could reshape the entire industry. Meta Platforms (META) and Alphabet (GOOGL) are a duopoly in the ad space, with Amazon (AMZN) the likeliest retail destination, he says.