Alphabet Inc (GOOG)
Marvell Constructs an AI Moat With Alphabet Warrants
The artificial intelligence infrastructure boom extends far beyond off-the-shelf GPUs. Hyperscalers are realizing that renting standard accelerators limits their ability to optimize power, cooling, and unit economics at the data center level.
Wall Street Is Bullish on These 3 Tech Giants. Here's Where I'd Put My Money
Among the three tech giants Wall Street is upgrading, Google (NASDAQ:GOOG | GOOG Price Prediction) at $337.69 screens as the most compelling setup.
Google Launches Preferred Source Button for Publisher Websites
Google has released a new interactive button that publishers can embed on their pages to enable readers to select them as a preferred source of information, the company said in a Thursday (Aug. 20) blog post.
Google gives publishers a new way to fight AI-driven traffic losses
As AI continues to kill traffic to websites, Google on Thursday threw a bone to those publishers negatively impacted by the change. It's now allowing readers to push a button on a publisher's website to indicate it's a “favorite source” they'd like to see highlighted more often across Google Search, Discover, and Google News.
AI startup Micro1 wants to derail Google's winning bid for Spirit Airlines data with a higher offer
Micro1 says it's making an offer "materially higher" than Google's for Spirit Airlines' data. The AI startup told the airline it will pay $12.5 million for its data.
Meta Falls Far Behind Amazon, Alphabet, and Microsoft In AI
Two ways to measure the horse race among the AI public-company market leaders. They can be at least partially handicapped by the large private companies, OpenAI and Anthropic.
Why Jeff Dean says he left Google after 27 years to build a 4-person AI startup
Jeff Dean, the former chief scientist at Google, left the company earlier this month after 27 years. Dean is now building his own small AI startup called Discovery Loop.
Tech & Energy Fuel S&P 500 Growth Engine
Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.
Google launches new study tools for Students across Search and Gemini
Google on Wednesday announced a slew of new study tools across Search and Gemini, including AI-generated interactive visuals, 3D simulations, a decided student hub, customized practice quizzes, and more.
Marvell Is Very Risky Despite The New AI Deal With Alphabet
Marvell Technology, Inc. is a key AI infrastructure enabler, driving record growth through high-speed optical interconnects and custom silicon partnerships with hyperscalers like Google. MRVL raised its FY27 revenue outlook to $11.5B, with data center and interconnect segments expected to grow 50% and 70% YoY, respectively. Q1 FY27 saw 28% YoY revenue growth, 59% non-GAAP gross margin, and robust cash flow, with management guiding for accelerating sequential revenue through FY27.
Marvell Won Alphabet's Deal; Everything Changes (Upgrade)
Today, Marvell Technology, Inc. secures a broad custom silicon partnership with Alphabet/Google, including AI accelerators and networking controllers, plus a revenue-based share warrant structure. I upgrade MRVL stock to Strong Bullish, citing its successful pivot to high-growth optical networking and custom silicon, reinforced by transformative acquisitions and expanding hyperscaler relationships. MRVL's FY27 and FY28 revenue projections have been raised to $11.5B (41% growth) and $19-20B (68% growth), with Google now positioned as a major third customer.
Marvell pops 6% on AI chip deal that lets Google buy up to $12.2 billion in shares
Marvell Technology stock popped on a deal for Google to buy up to $12.2 billion in shares. The deal is part of Google and Marvell's partnership on custom chips and includes products that "attach to the TPU ecosystem.
