Alphabet Inc (GOOG)
Google's AI Advantage
Plus, tech billionaires' ‘Save California' Signal Chat, highlights from the year's biggest gadget show, the woman running SpaceX and more, in this edition of the Technology newsletter.
Google Bets on AI-Based Shopping With New AI Agents for Retailers
The search giant is making its first foray into the agentic commerce market with AI tools for retailers. Meanwhile, major chains are already preparing for the wave of AI agent-based shopping.
Prediction: Alphabet Will Soar Over the Next Decade. Here's 1 Reason Why.
Alphabet is a leading force in digital advertising, a huge market that is expected to keep expanding rapidly. Monetizing artificial intelligence (AI) users with digital ads can drive ongoing revenue and earnings growth.
Alphabet's 'Ironwood' Singularity And The Inevitability Of The Zero-Marginal-Cost Compute Flywheel
Alphabet is a strong buy, with a unique vertically integrated AI stack driving a superior risk-reward profile among the Magnificent 7. GOOG's internal silicon (Ironwood TPUs), energy integration, and data scale enable near-zero marginal AI inference costs, creating a durable compute and data moat. Technical analysis targets $427 (35% upside) and $599 (90% upside) by FY2026, with $295 as a key accumulation zone on pullbacks.
Alphabet's Gemini Is An Underrated Part Of The Company's AI Push
Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) has become an AI juggernaut.
Google Guys Say Bye to California
Sergey Brin is joining his Google co-founder, Larry Page, in reducing ties to the state where they built their fortunes.
‘Waymo is now on 5th generation technology', says former CEO
Former Waymo CEO John Krafcik discusses the evolution of self-driving technology and the company's safety improvements on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #technology #tech #innovation #business #ai #artificialintelligence #autonomous #selfdriving #cars #mobility #transportation #safety #future #ces #waymo
Nvidia Hires Google Veteran as Its First Chief Marketing Officer
Alison Wagonfeld will report to CEO Jensen Huang as marketing rises in importance at the AI chip maker.
Alphabet Dethrones Apple Amid Tech Stock Shuffle
In a notable shift at the top of the stock market, Alphabet ( GOOGL ) has officially overtaken Apple ( AAPL ) as the world's second most valuable public company, trailing only Nvidia ( NVDA ), which now sits near a $4.6 trillion market capitalization. It marks the first time since 2019 that Alphabet has surpassed Apple, underscoring a broader reordering underway within the technology sector.
Alphabet: The ChatGPT Crossover Trade Could Happen As Soon As This Year
Gemini is rapidly gaining momentum, with 30% MAU growth versus ChatGPT's 6% between August and November 2025. Web traffic data shows Gemini's site visits surged 28.4% sequentially in December, while ChatGPT's declined 5.6%. The rotation is obvious. My model projects a crossover within 12 months if Gemini sustains the MAU growth while ChatGPT stays in the mid-to-low single digits.
Alphabet Nears $4 Trillion Market Value. Is There More Upside for the Stock?
Google-parent Alphabet's stock is showing no signs of slowing down after a strong finish to 2025.
I Was Wrong: Lawmakers Unwittingly Made Alphabet Even Stronger Than I Expected
Regulatory clarity unlocked AI-first Search. AI Overviews improve ad quality, not volume. Alphabet Inc. cash flow funds the transition internally.
