Alphabet

DeepMind Technologies Limited is a British artificial intelligence company founded in September 2010.  Acquired by Google in 2014, the company has created a neural network that learns how to play video games in a fashion similar to that of humans, as well as a Neural Turing machine, or a neural network that may be able to access an external memory like a conventional Turing machine, resulting in a computer that mimics the short-term memory of the human brain.

DeepMind

YouTube is an American video-sharing website headquartered in San Bruno, California. The service was created by three former PayPal employees—Chad Hurley, Steve Chen, and Jawed Karim—in February 2005. Google bought the site in November 2006 for US$1.65 billion; YouTube now operates as one of Google's subsidiaries.

YouTube

Android is a mobile operating system developed by Google, based on a modified version of the Linux kernel and other open source software and designed primarily for touchscreen mobile devices such as smartphones and tablets. In addition, Google has further developed Android TV for televisions, Android Auto for cars, and Wear OS for wrist watches, each with a specialized user interface. Variants of Android are also used on game consoles, digital cameras, PCs and other electronics.

Android

Nest Labs is a home automation producer of programmable, self-learning, sensor-driven, Wi-Fi-enabled thermostats, smoke detectors, security cameras, and other security systems. It introduced the Nest Learning Thermostat in 2011 as its first product. The Nest Protect smoke and carbon monoxide detector was then introduced in October 2013. After the acquisition of Dropcam, the rebranded Nest Cam was introduced in June 2015. Finally, in July 2016, the Nest Cam Outdoor was released.

Nest Labs

Boston Dynamics is an American engineering and robotics design company founded in 1992 and headquartered in Waltham, Massachusetts, and is a wholly owned subsidiary of the Japanese conglomerate SoftBank Group. Boston Dynamics is best known for the development of BigDog, a quadruped robot designed for the U.S. military with funding from Defense Advanced Research Projects Agency (DARPA), and DI-Guy, software for realistic human simulation. Early in the company's history, it worked with the American Systems Corporation under a contract from the Naval Air Warfare Center Training Systems Division (NAWCTSD) to replace naval training videos for aircraft launch operations with interactive 3D computer simulations featuring DI-Guy characters. The company is a pioneer in the field of robotics and it is one of the most advanced in its domain. Marc Raibert is the company's president and project manager. He spun the company off from the Massachusetts Institute of Technology in 1992.

Boston Dynamics

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

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Alphabet addresses revenue challenges, bets big on AI innovation

Alphabet navigated revenue challenges in Q4 2022, emphasizing AI opportunities and cost efficiency. The company is focused on innovation, cost reengineering, and sustainable growth across its divisions. Strategic investments in AI, hardware, and Other Bets are key priorities.

Alphabet excels in Q1 with strong Search and Cloud performance

Alphabet's Q1 performance reflects strength in Search, Cloud, and YouTube segments, with a focus on AI and innovation.
Challenges include economic headwinds, expense management, and profitability in Other Bets segment.
Opportunities for growth lie in AI development, Shorts monetization, and evolving partnerships for sustainable growth.
Alphabet emphasizes innovation, user value, and expense optimization to drive long-term profitability and growth.

Alphabet (GOOG) reports strong Q2 earnings driven by Search and Cloud innovation

Alphabet's Q2 performance reflects revenue growth and operational efficiency improvements. The company's focus on innovation in AI and cloud services positions it well for future growth. Challenges in the Other Bets segment and infrastructure investments require strategic management.

Alphabet (GOOG) reports robust Q3 performance amidst AI-driven innovations

Alphabet's Q3 performance showcased strong revenue growth, driven by key segments like Search, YouTube, and Cloud, supported by AI advancements and hardware innovations.
While facing challenges related to geopolitical impacts on advertising and margin concerns, Alphabet's strategic strengths in AI integration, responsible deployment, and diversified revenue streams position it well for future growth.
Opportunities in leveraging AI for advertising efficiency, expanding AI-driven capabilities, and navigating privacy regulations present avenues for Alphabet to drive innovation, revenue growth, and market leadership.
With a focus on customer adoption, technological advancements, and strategic partnerships, Alphabet remains poised to capitalize on its strengths, address challenges, and seize opportunities for sustainable growth.

Alphabet posts strong Q4 earnings driven by AI and cloud growth

Alphabet's Q4 performance reflects robust revenue growth, profitability, and strategic focus on AI, subscriptions, and cloud services.
Strengths in Google Services and YouTube ads underscore revenue diversification and innovation, while challenges in Other Bets and rising costs warrant attention.
Opportunities abound in AI-driven growth, product expansion, and infrastructure investments, positioning Alphabet for continued success and market leadership.

Alphabet (GOOG) reports robust Q1 earnings, eyes $100B YouTube and Cloud run rate

Alphabet's Q1 2024 earnings call highlighted strong revenue growth, AI leadership, and innovation in Search, YouTube, and Cloud. Despite facing challenges in cost management and Cloud adoption, the company is leveraging its strengths in AI and efficiency to drive positive user engagement and monetization. With a focus on research and innovation, Alphabet is well-positioned for future growth and opportunities.

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Google parent Alphabet registered its highest share price ever Tuesday, as the search engine titan rides the artificial intelligence wave to a historic valuation.

Google Stock Hits All-Time High With $2 Trillion Valuation In Sight

Visa

Walmart

Investing in the stock market can get you closer to retirement. Portfolios compound over time as investment opportunities realize their potential.

Wall Street Favorites: 3 Retirement Stocks With Strong Buy Ratings for April 2024

Google Cloud announced it has developed custom Arm Holdings PLC (NASDAQ:ARM)-based computing processing units (CPUs) for data centers called Axiom. The company said its Axiom processors are built using the Arm Neoverse V2 CPU.

Google unveils first custom ARM-based processors for data centers

Apple

Amazon

Microsoft

NVIDIA

Tesla

Excluding Tesla, analysts have increased their first-quarter earnings-per-share estimates for the Magnificent Seven by more than 10%.

Most of the Magnificent Seven Look Set for Strong Earnings

The AI trade has been slowing down in recent weeks. Even some skeptical pundits point to a potential pullback to hit at some point over the near term.

AI Pioneers: 3 Stocks Surfing the Next Artificial Intelligence Swell

Google has debuted several updates for its artificial intelligence (AI) suite for cloud computing clients. “Today, we are announcing that organizations can ground models in Google Search, giving customers access to the combined power of Google's latest foundation models and access to fresh, high-quality information,” the company wrote in a Tuesday (April 9) blog post.

Google Introduces Enterprise-Focused AI Updates

Palo Alto Networks

Palo Alto Networks Inc (NASDAQ: PANW) is in the green at writing after announcing to have expanded its partnership with Alphabet Inc (NASDAQ: GOOGL). Details of $PANW – $GOOGL partnership The new agreement it signed with Google at the latter's cloud computing event this morning aims at revolutionising cybersecurity with artificial intelligence.

Palo Alto Networks teams up with Google on AI-enabled cybersecurity

Oppenheimer thinks Alphabet stock will hit $185 per share within a year. Alphabet stock may benefit from integration of Gemini AI into Apple iPhones -- but even if it doesn't, that's okay.

Is Alphabet Stock Going to $185? 1 Wall Street Analyst Thinks So

ARM Holdings PLC

An Arm-based chip is one thing Google's cloud segment can offer customers as it seeks to catch up with Amazon and Microsoft.

Google announces custom Arm-based chips, following similar efforts at rivals Amazon and Microsoft

Orange

Orange to bring gen AI closer to operations and customers with Google Cloud New deployments aim to expand opportunities in countries and industries where local cloud environments are required Google Cloud to support Orange in its open and value-driven approach to AI ISSY-LES-MOULINEAUX, France , April 9, 2024 /PRNewswire/ -- Cloud Next '24, LAS VEGAS -- Google Cloud and Orange today announced they have expanded their collaboration to deploy artificial intelligence, including gen AI, closer to Orange's and its customers' operations. Through the use of Google Distributed Cloud, Orange can meet local requirements for cloud environments, accelerate AI adoption and benefits for customers, and foster an open and value-driven approach.

Orange Expands Partnership With Google Cloud to Use AI and GenAI Across Workstreams and Geographies With New Solutions, Closer to Operations

Google's cloud-computing event will include an expanded cybersecurity alliance with Palo Alto Networks. Walmart and Nvidia also will take part in the event.

Google Cloud, AI Event Kicks Off With Expanded Palo Alto Cybersecurity Pact

Google says its Axion instances offer 30% better performance than other Arm-based instances from competitors.

Google announces Axion, its first custom Arm-based data center processor

Bayer AG

Google Cloud and Bayer are building a new AI-powered platform to help radiologists work more efficiently.

Google partners with Bayer on new AI product for radiologists

Artificial-intelligence-powered Google Vids will make it easier for marketing and advertising pros to write, produce and edit videos.

Google Launches AI Video-Creation Tool Google Vids

Google on Tuesday revealed the details of a new version of its data center artificial intelligence chips and announced an Arm-based , based central processor.

Google unveils Arm-based data center processor, new AI chip

The tech giant is developing new chips to cut reliance on outside vendors as the AI arms race for computing resources intensifies.

Google Expands In-House Chip Efforts in Costly AI Battle

Google DeepMind CEO may think OpenAI's text-to-video generator, Sora, has an edge. Demis Hassabis told a colleague it'd be hard for Google to draw level with Sora, The Information reported.

Google DeepMind's CEO reportedly thinks it'll be tough to catch up with OpenAI's Sora

In the latest trading session, Alphabet Inc. (GOOG) closed at $156.14, marking a +1.43% move from the previous day.

Alphabet Inc. (GOOG) Rises As Market Takes a Dip: Key Facts

Google has halted its plan to construct a fourth building for its Kirkland campus, according to a research report.

Google hits pause on suburban Seattle campus

AerCap Hlds

iShares Russell 2000 ETF

George Soros' hedge fund is making big bets on stocks, though not nearly as big as those he made on global currencies. His biggest investment had been Splunk, a big data analytics firm.

George Soros' Favorite Picks: 3 Stocks the Billionaire Keeps Buying

The company is making changes to a popular message board called Memegen that some employees say sounds a lot like censorship.

Google to Tone Down Message Board After Employees Feud Over War in Gaza

Google parent company Alphabet Inc (NASDAQ:GOOG) has seen its price target upped by Oppenheimer analysts on their view the stock remains attractive ahead of the company's first quarter results amid mixed to bearish sentiment. They highlighted that, contrary to investors' fears that GenAI could replace search, the results of their recent survey suggest the use of AI assistants could increase search frequency.

Google price target upped on view AI voice search integration will complement offering

Nvidia's GPUs are the must-have component in the AI revolution. Microsoft is leveraging its partnership with OpenAI in multiple ways.

These 3 Companies Are Leading the Artificial Intelligence (AI) Race

Microsoft is opening a new AI division in London, which is home to Google's DeepMind. The new hub sets the stage for a heated talent war between the two companies.

Microsoft just set the stage for an all-out AI talent war with Google

Bernstein analyst Mark Shmulik said Google's most recent failure “only further raises increasingly louder questions around whether this is the right management team to guide Google into this next era.”

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