Alphabet Inc (GOOG)
Google and Justice Department to Present Closing Arguments in Antitrust Case
Google and the Department of Justice are set to present their closing arguments Friday (May 30) in an antitrust case that could force the tech giant to sell its Chrome browser, stop paying Apple to be its default search engine and share data with competitors.
Hedge Funds Scooped Up GOOG, META and AMZN in Recent Months
A number of hedge funds bought up the Mag Seven stocks on weakness in the first few months of the year.
Google's Future Awaits Judge's Ruling
Lawyers will make closing arguments Friday in the landmark antitrust case that's set to play an outsize role in the future of AI.
Germany seeks to levy 10% tax on online platforms like Google
Germany is considering a 10% tax on large online platforms like Alphabet's Google and Meta's Facebook , its new culture minister told magazine Stern, in a move likely to heighten trade tensions with the Trump administration.
Google launches direct sales in India ahead of first retail stores
India appears to have become a lot more interesting to Silicon Valley. Apple's Tim Cook is diverting production of the iPhone there from China amid tariff worries.
Inside Google's plan to have Hollywood make AI look less doomsday
For decades, Hollywood directors, including Stanley Kubrick, James Cameron and Alex Garland, have cast artificial intelligence as a villain that can turn into a killing machine.
Alphabet's Veo 3: AI Video Crown Achieved
VEO 3 is receiving significant attention for its capabilities, influencers are trending with self prompted clips that are mind-blowing. Access to VEO 3 is available through the Google Ultra Plan, this is now a commercially available product. Google still trades at 18 X forward due to antitrust and search fears, being overlooked for all their other irons in the fire.
Alphabet: There Is Upside To Be Captured
Alphabet remains fundamentally undervalued, with intrinsic value estimated at $193 per share versus current market price, supporting a BUY rating on valuation grounds. Digital advertising growth is moderating, but GOOG maintains strong margins and market leadership; the Cloud division is gaining ground with improving profitability. Key risks include AI-driven competition impacting Search, regulatory scrutiny, and insider selling, which tempers near-term enthusiasm despite long-term potential.
Alphabet: Overhype In AI Headwinds As Non-Search Revenue Share Increases Rapidly
Google continues to face doubts over its moat as new AI search platforms gain popularity. However, Google's moat is based more on the sales and operations infrastructure with offices in over 50 countries compared to its search algorithm. The holy grail of AI search is monetization, and Google has a longer expertise compared to newer AI search platforms.
Investing In Google With Insights From I/O
Google's dominance in Search, Cloud, and YouTube, combined with strong Q1 earnings, underpins my bullish thesis for Alphabet's long-term AI leadership. Gemini's rapid integration across Google products, superior context window, and DeepMind synergy position Alphabet to outpace rivals like OpenAI and Perplexity. Distribution, capital strength, and founder involvement (Sergey Brin) give Alphabet a durable edge, even as new AI-first competitors emerge.
Alphabet: Continue To Milk Search While Taking Over AI
Alphabet is undervalued, with excessive pessimism about search and too little optimism about its AI leadership and innovation pipeline. Google's AI capabilities, especially with DeepMind and Gemini, have surpassed OpenAI in several benchmarks, leveraging unmatched data assets and integration into its ecosystem. Search revenues may peak within the next years, but structural tailwinds and a growing global middle class will keep it a cash cow for at least a decade.
Alphabet: AI Agents Are Key To Search Growth
Alphabet's recent selloff is overblown; core businesses in Search, AI, and Cloud remain fundamentally strong and undervalued by the market. AI agents require search engines, and Google's partnerships and ad integration position it to benefit from AI-driven search growth, not lose from it. Valuation metrics show Alphabet trades at a significant discount to historical averages, offering a margin of safety and 42% potential upside if multiples normalize.
