Alphabet Inc (GOOG)
European Commission to Impose ‘Modest' Penalties in Google AdTech Case
When the European Commission announces the penalties in an antitrust case involving Google's AdTech business in the coming weeks, it will reportedly order the company to pay a “modest” fine and will not require it to sell part of its AdTech business. The fine is likely to be less than the 4.
Alphabet At The Crossroads: Legal Minefield Or Money Machine
In my opinion, Alphabet faces unprecedented antitrust risk, with a likely remedies ruling that could force divestitures and end exclusive deals. A harsh regulatory outcome could cause a 15-25% stock drop, but would unlock hidden value, with breakup estimates exceeding current market cap by 85%. Current valuation is deeply discounted due to regulatory fears, creating a rare asymmetric upside for patient, risk-tolerant investors.
Google might lose its $26 billion search deals. Analysts say that could fuel its AI growth
Federal District Judge Amit Mehta is expected to soon issue a ruling on remedies in Google's search antitrust case. Wall Street analysts have considered the upside if Google stopped shelling out billions and instead redirected that money into its Gemini AI and cloud.
Alphabet Lands $10B Meta Cloud Deal--Is A Siri-Gemini Deal Close?
Google Cloud secures $10B Meta deal, boosting growth and challenging the dominance of Amazon AWS and Microsoft Azure. This deal highlights the growing demand for advanced cloud infrastructure to support large-scale data analytics and AI workloads. Apple in talks with Google Gemini to power next-gen Siri, highlighting Gemini's strengths in speed, translation, and video.
Alphabet's life sciences unit Verily lays off staff and cuts its devices program. Read the full memo its CEO sent to staff.
Verily, Google's life sciences sister company, has laid off staff and cut its devices program. In a memo to staff, CEO Stephen Gillett said Verily was continuing to narrow its focus.
Alphabet: Momentum Keeps Building, And The Stock Remains A Buy
Alphabet's strong AI-driven revenue and margin growth in both Search and Cloud support a higher valuation and reinforce its market leadership. Recent results show double-digit growth in revenue and operating income, with Google Cloud profitability accelerating and AI integration driving user adoption. Despite increased CapEx and near-term FCF pressure, long-term investments in AI infrastructure are expected to substantially boost free cash flow.
Alphabet: Fear Pushes Price To Bargain Levels Investors Dream Of
Google is trading at a steep discount versus peers, despite superior growth, profitability, and durable moats, due to overblown antitrust fears. Current antitrust actions are unlikely to fundamentally undermine Google's structural advantages or long-term profitability; even a breakup could unlock shareholder value. Ending default search payments could actually benefit shareholders by freeing up billions for higher-return growth initiatives like AI.
Alphabet Hits an All-Time High: More Rally Ahead for ETFs?
Alphabet (GOOGL) hits record highs on AI & cloud momentum. Analysts see moderate upside; ETFs like FCOM, VOX, IXP, XLC & FNGS may gain from their strong exposure to GOOGL.
Google's bill for grabbing kids YouTube user data hits $200 million with new $30 million settlement
Google has agreed to pay $30 million to settle a long-running lawsuit by parents and their children claiming its YouTube video app collected data from millions of U.S. kids under 13 so it could target them with ads.
Meta raids Google DeepMind and Scale AI for its all-star superintelligence team
Meta has recruited over a dozen top researchers from DeepMind and Scale AI, Business Insider found. That includes one researcher who helped Google win a gold medal at the International Math Olympiad.
Alphabet Expands Pixel Portfolio: Is it the Next Revenue Pillar?
Alphabet's expanded Pixel lineup, featuring new phones, watches and earbuds, is set to fuel Google Services revenue growth.
Alphabet's Gemini Is Apple's Saving Grace: Who's The Bigger Winner?
Gemini in Siri has the power to reinvigorate both Apple Inc.'s and Alphabet Inc.'s innovation narratives and competitive positioning. It's the dream team no one saw coming. Apple urgently needs AI integration to remain competitive in smartphones, while Google benefits from scale, data, and ad revenue, making the partnership a textbook win-win. Alphabet is executing very well with a +$10B deal with Meta for compute power, discounted Gemini for federal government AI adoption, and an AI Model scaled to 180 countries.
