Alphabet Inc (GOOG)
New AI-powered government website uses Gemini, Grok, Trump official Gebbia says
The new Trump administration chatbot America.gov is powered by artificial intelligence from Google's Gemini and Elon Musk's Grok, U.S. Chief Design Officer Joe Gebbia said. The new site is being unveiled at a day-long event attended by President Donald Trump, Vice President JD Vance and other administration officials and industry leaders.
Alphabet: TPU Advantage Vs. AI Search Competition
Alphabet is rated Buy, with a 25% upside to $430 by YE27 and 50% to $515 by 2028. GOOGL's dual strategy leverages AI to enhance core ad businesses and build a cost-advantaged cloud/compute platform, hedging against AI adoption risks. The proprietary TPU system delivers a 44% cost advantage over Nvidia, supporting aggressive pricing and robust margins in cloud and AI services.
EU should use Google fines to cut member state contributions to budget, France says
The European Union should use the proceeds of the billions of euros in fines imposed on Google to reduce the contribution of member states to the EU budget, France's Europe Minister Benjamin Haddad said on Tuesday.
Google Appeals EU Requests on Android AI Access, Search Data Sharing
Google said it has filed appeals with the European Union's second-highest court against binding instructions to open up its Android operating system, allow other search engines to access search data.
Google challenges EU orders to open up to AI, search-engine rivals
Alphabet's Google has challenged two EU orders to help AI rivals such as OpenAI access its services and search engine competitors to access its search data, saying these would undermine privacy safeguards and cause irreversible harm to European users.
Alphabet: Buy Before It Cashes In On Its TPUs
Google Cloud's accelerating growth, Gemini adoption, and $514B backlog provide substantial AI-driven revenue visibility for Alphabet, with more than half of the backlog expected to convert within 24 months. Commercial TPU deployments could create a major incremental revenue stream from 2027, while improving Alphabet's revenue return on AI infrastructure spending. EU Digital Markets Act remedies may weaken European Search engagement and ad conversion, while fines and follow-on litigations are other risks to watch.
Google is killing off Gemini's Gems in favor of ‘skills'
As all-in-one AI agents like Meta's Muse and Instinct take off, Google announced it's shutting down the Gemini feature known as “Gems,” which had allowed users to build custom AI assistants for specific tasks. However, the work users invested in creating the Gems won't be destroyed.
Here's How Two of The Biggest Hyperscalers Have Best Monetized AI Capex So Far
Microsoft and Alphabet are both burning through record AI capex, but their strategies for turning that spending into profit look nothing alike, and only one of them is keeping cash flow positive right now.
The Market Is Souring On Alphabet: I'm Buying What They're Missing
Wall Street is spooked by Alphabet's ballooning capital expenditures and suspended buybacks, but one investor sees something in the numbers that the crowd keeps overlooking.
Prediction: Google's Next Chapter Could Be Worth Trillions More
Google Cloud is growing faster than AWS and Azure combined, yet the stock trades at a fraction of their valuations.
EXCLUSIVE: Google bets $15B on Finland as nation's president explains why
With hybrid threats reshaping Europe's security landscape, President Stubb says Finland's resilience has become a competitive advantage for attracting AI investment.
I was laid off by Google, then asked to come back. I gave up a 6-figure salary and unvested stock to bet on my startup.
Rob Waters was laid off from Google, then offered a new six-figure role there. He turned down the offer, walking away from six figures' worth of unvested equity.
