GOOGL's AI-fueled Search surge, diversified revenues, and massive 2026 investment plans give it a clear edge over META in the booming digital ad market.
Alphabet remains a long-term value creator despite recent stock depreciation and market skepticism over AI-driven CapEx increases. Q4 revenues grew 17.9% Y/Y to $113.82B, with search and cloud segments driving performance; AI overviews and the Gemini chatbot show strong user engagement. The updated DCF model raises the fair value estimate to $388.68 per share, above the current market price.
South Korea said on Friday it had approved Google's request to export the country's high-precision map data to overseas servers, a major reversal after two decades of rejection that clears the way for the U.S. tech giant to enter a market dominated by local apps.
More than 100 Google A.I. employees sent a letter to Jeff Dean, a chief scientist, opposing Gemini's use for U.S. surveillance and some autonomous weapons.
Meta Platforms has signed a deal to rent Google's AI chips, known as tensor processing units, to develop new AI models, the Information reported on Thursday, citing a person involved in the talks.
Alphabet's booming Google Cloud revenues, soaring AI demand and $240B backlog signal rising cloud clout, even as Amazon and Microsoft loom large.
NBIS AI cloud revenue surges 830% while GOOGL leverages AI to boost search, YouTube and Google Cloud growth.
Google plans to test showing competitors' search results near its own across Europe in an attempt to avoid a European Union fine, Reuters reported Wednesday (Feb. 25), citing unnamed sources.
Alphabet is bringing its robotics software company into Google. Intrinsic operated under Alphabet's Other Bets after graduating from its "moonshot factory.
Google is moving further into physical AI by bringing a familiar robotics software platform under its wing.
Google has reportedly disrupted a hacking group that breached dozens of organizations in 42 countries. The China-linked group, known as UNC2814 and “Gallium,” has a nearly decade-long history of breaking into the systems of government organizations and telecoms, the tech giant said in findings shared exclusively with Reuters on Wednesday (Feb. 25).
Google disrupted a Chinese-linked hacking group that breached at least 53 organizations across 42 countries, the company said Wednesday.