Alphabet is recommended as a buy over Microsoft (MSFT) due to superior revenue growth and investor tolerance for high capital expenditure. GOOG's 2025 outperformance is driven by 34% YoY Google Cloud growth and a growth-sensitive profile favored in the current AI cycle. MSFT's returns are more tightly linked to margin expansion, but aggressive CapEx is penalized by the market, threatening short-term margin growth.
In the latest trading session, Alphabet (GOOGL) closed at $296.72, marking a -3.21% move from the previous day.
In the latest trading session, Alphabet Inc. (GOOG) closed at $298.06, marking a -3.14% move from the previous day.
After nearly a century on traditional television, the Academy Awards are stepping into a new era.
One of the more intriguing headlines to surface recently is the growing expectation that SpaceX, Elon Musk's space and satellite juggernaut, could pursue an IPO as early as 2026. Rumors suggest a potential valuation of $1.5 trillion, which would make it the largest public offering in history.
YouTube announced that it will hold the global rights to the Oscars starting in 2029. It's a major victory as streamers compete over the finite number of marquee live events.
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Alphabet Inc (NASDAQ:GOOG)'s autonomous driving unit Waymo is in talks to raise more than $15 billion in a new funding round that could value the business at around $100 billion, according to a report by The Information, citing people familiar with the discussions. The proposed financing would mark a significant step up from Waymo's previous valuation of more than $45 billion in October 2024, when Alphabet led a roughly $5.6 billion funding round.
OpenAI, Google and Perplexity have begun an unprecedented fight for artificial intelligence users in India, rolling out freebies in a strategy seen as a way to harvest troves of multilingual training data in the world's most populous nation.
Waymo is in discussions to raise more than $15 billion in a new funding round, valuing it at as high as $110 billion. Such funds would be more than double Waymo's last round, which closed in October 2024 at a $45 billion valuation.
With markets hovering around all-time highs, now may be a difficult time for some growth investors to step into specific names.
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