Alphabet Inc (GOOG)
OpenAI is under pressure as Google, Anthropic gain ground
OpenAI CEO Sam Atlman sent a memo to his staffers outlining a "code red" effort to improve ChatGPT, according to multiple reports. The company is facing increasingly stiff competition from rivals like Google and Anthropic.
Buffett Bought Alphabet After I Named It My Top Tech Stock (GOOG, BRK.B)
Lee opened the discussion by recalling a recent moment when I told listeners that Alphabet was my top tech pick.
How Estée Lauder and Google Taught AI to Sell Fragrances
A new AI bot at the beauty company's Jo Malone unit seems to have bridged a digital chasm: getting people to buy perfume without smelling it first.
Nvidia Stock Is Rising. How It's Taking the Fight to Google.
Nvidia stock has been hit by a perceived threat from Google but a number of industry partnerships could restore confidence in the chip maker.
OpenAI's Altman Declares ‘Code Red' to Improve ChatGPT as Google Threatens AI Lead
Sam Altman told employees they must focus on the company's chatbot experience, to the exclusion of other priorities including advertising.
Alphabet: Emerging From The AI Pack
Alphabet is gaining AI leadership, with Gemini now the clear second LLM behind ChatGPT and gaining market share. A new chip deal highlights GOOG's advanced AI technology, reinforcing its competitive position against OpenAI and other tech giants. The company has a far stronger balance sheet and financial outlook to compete in the AI race providing better odds of success against the cash burning AI-focused businesses.
Meta Might Use Google TPUs in 2027. Should Nvidia Investors Panic?
Meta Platforms (NASDAQ:META) caused some ripples in the tech scene when it was reported that Mark Zuckerberg's tech titan is in discussions with Alphabet (NASDAQ:GOOG) to invest billions of dollars in Google TPUs (Tensor Processing Units) for its data centers by 2027.
Alphabet Stock Climbs 31% as Retail Traders Bet on TPU Price War With NVIDIA
Shares of Alphabet Inc. (NASDAQ: GOOGL) have surged approximately 31% over the past month, climbing from around $244 in early November to above $320 in early December.
Alphabet and Nvidia alone make up a third of the S&P 500's gains this year, in a sign of Big Tech's dominance
On the whole, Big Tech accounts for almost half of the index's 2025 rise, according to DataTrek.
Alphabet's Best Day Ever
Now a part of Alphabet Inc. (NASDAQ: GOOGL), Google began its ascent in the search engine business in the 1990s, and by the turn of the century, it was the dominant company in the sector.
Berkshire's Alphabet Bet Has Done Magnificently—Is it Too Late to Follow?
In case you missed it, it was revealed that Warren Buffett's legendary conglomerate Berkshire Hathaway (NYSE:BRK-B) punched its ticket to Alphabet (NASDAQ:GOOG) last quarter.
Nvidia: Competition From Google Should Help Ease Concentration Risks (Upgrade)
Nvidia maintains a strong moat in AI hardware despite Google's Gemini 3 Pro TPU advancements, with its CUDA ecosystem and more general-purpose GPUs. The chip maker's robust sales growth, high profitability, and continued pricing power counter fears of GPU commoditization and depreciation, supporting further stock gains. Risks include increased competition from custom chips, potential volatility from new AI partnerships, and higher financing costs if interest rates remain elevated.
