Alphabet Inc (GOOG)
Google to discount cloud computing services for US government, FT reports
Google will heavily discount cloud computing services for the U.S. government in a deal that could be finalised within weeks, the Financial Times reported on Friday, citing a senior official at the General Services Administration (GSA).
Alphabet: Technical Momentum Is Starting to Turn
While the broader market, led by the technology sector and many of the Magnificent Seven members, continues to hit new highs, GOOGL has remained one of the few laggards.
AI browsers eye Google's turf
CNBC's Deirdre Bosa joins 'Money Movers' to discuss AI's newest battlefront internet browsers.
Alphabet Vs. OpenAI: Why I'm Not Panicking About Chrome
OpenAI is launching its own AI-powered browser, posing the first real competition to Alphabet Inc.'s Chrome browser and its ad revenue, which makes up 74% of total revenue. This looks disastrous for Google at face value, but it won't be a train wreck for the GOOGL stock. Chrome is more resilient-than-market expects, with Gemini integrated and a 68% market share. Not to mention, Chrome remains the default browser for Samsung devices.
Alphabet price target raised on strong AI adoption, Waymo valuation
Oppenheimer raised its price target on Alphabet Inc (NASDAQ:GOOG) to $220 from $200, citing strong consumer adoption of the tech giant's AI Mode and a bullish valuation outlook for its self-driving unit Waymo. The brokerage, which reiterated its "Outperform" rating, said a recent survey of US adults showed Alphabet's AI Mode is increasingly seen as superior to both traditional Google Search and OpenAI's ChatGPT among users familiar with the technology.
Samsung debuts new AI features powered by Google Gemini
CNBC's Steve Kovach reports on Samsung's latest technology announcements, including new AI features, its next folding smartphone and more.
Nvidia-backed Perplexity launches AI-powered browser to take on Google Chrome
Nvidia-backed Perplexity AI said on Wednesday it has launched Comet, a new web browser with AI-powered search capabilities, as the startup looks to challenge the dominance of market leader Alphabet's Google Chrome.
Alphabet's Growth Catalysts Overly Discounted - Double-Down Strong Buy Opportunity
Alpahbet's discounted valuation at FWD P/E of 18x is mind-blowing, despite its increasingly dominant positions in AI, streaming, cloud, and robo-taxi, amongst others. This is especially since Gemini is reporting accelerating user growth compared to OpenAI's ChatGPT, with it well supported by Alphabet's robust cash flows and rich balance sheet. The same has been observed in its highly profitable YouTube and Google Cloud segments, as their respective market shares grow compared to their stagnant peers.
Alphabet: Buying Opportunities Like This Don't Come Often
GOOGL remains a strong buy, trading at just 19x P/E despite robust growth in cloud, AI, and digital ads. Waymo, YouTube, and Cloud businesses alone could conservatively justify a $1.7T valuation, excluding core ads and other segments. AI and cloud momentum are strong, but regulatory, capex, and moonshot risks remain key watchpoints for investors.
Google's Unloved Stock Makes it a Big Tech Bargain
The search giant and its parent Alphabet face challenges that have pressured shares, but none is existential.
Alphabet Inc. (GOOG) Declines More Than Market: Some Information for Investors
In the most recent trading session, Alphabet Inc. (GOOG) closed at $175.16, indicating a -1.35% shift from the previous trading day.
Alphabet (GOOGL) Declines More Than Market: Some Information for Investors
In the closing of the recent trading day, Alphabet (GOOGL) stood at $174.36, denoting a -1.37% move from the preceding trading day.
