Alphabet Inc (GOOG)
Google cuts more than 100 design-related roles in cloud unit
Google laid off more than 100 employees from design roles within the company's cloud unit, CNBC has learned. The roles often focus on using data, surveys and other tools to understand and implement user behaviors that inform product development and design.
Spooked by AI, Bollywood stars drag Google into fight for 'personality rights'
In India, Bollywood stars are asking judges to protect their voice and persona in the era of artificial intelligence. One famous couple's biggest target is Google's video arm YouTube.
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.
