Alphabet Inc (GOOG)
Alphabet's stock just had its best quarter in two decades thanks to AI
Alphabet's Class A stock rose 38% in the third quarter as Google's Gemini and cloud-computing businesses took off, defying doubters.
Google willing to share digital ad data with publishers to address monopoly, executive testifies
Google is willing to cough up more advertising data to publishers to fix its illegal monopoly over digital advertising technology, a top executive admitted Tuesday.
Alphabet: My Thesis Played Out, Now It's Time For Caution (Rating Downgrade)
Alphabet Inc. is downgraded from Strong Buy to Buy due to valuation and increased macroeconomic risks, despite strong business fundamentals. GOOG's search dominance remains unchallenged, with no significant user or advertiser shift to Bing, and regulatory risks have eased. Gemini AI has caught up with ChatGPT, attracting interest from Meta and strengthening Alphabet's competitive position across business segments.
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.
