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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Controversies aside, the core business is still solid and promising.

4 Things Smart Investors Know About Alphabet

Advanced Micro Devices

Alteryx

Alibaba

NVIDIA

Palantir Technologies

Baidu

An article in the Wall Street Journal from July 2023 indicated that the AI Cloud boom has created significant opportunities for multiple firms in their stocks. The thrust of the article was that Cloud providers largely remained incapable of supporting large AI applications.

7 Stocks That Can Ride the AI Cloud Boom to New Heights

Alphabet stock is undervalued compared to its peers and presents an opportunity for investors. The company has strong financials with a large cash position and steady growth in margins and profitability. GOOG is the top pick among the Fab 5 stocks and has the potential for continued success in AI, search engine dominance, and advertising revenue.

Google: The Only Fundamentally Undervalued Company Of The Fab 5

Perion Network

Fortinet

The tech sector offers many high-growth companies that have outperformed the market and rewarded long-term investors. However, the issue with consistent outperformance is that valuations can become frothy for new investors.

The 3 Most Undervalued Tech Stocks to Buy in March 2024

Apple

Amazon

Microsoft

A recent post on Reddit in r/stocks by user daynightcase, titled “AI Madness and Profitability,” sheds light on a unique perspective regarding the current surge in AI-related stocks.

Redditor Sees More Value In These AI Stocks Than Nvidia, AMD

Tesla

The seven mega-cap tech stocks still seem to be less expensive than the rest of the market, compared with their averages over the past five years, J.P. Morgan wrote in a report.

Magnificent Seven Stocks Aren't Overvalued—Cyclicals Are, J.P. Morgan Says

Investors' concerns that the Magnificent Seven bubble may soon be about to burst could be completely unfounded, according to new analysis from JPMorgan, which argues the top-performing tech stocks are actually undervalued compared to rival stocks.

The ‘Magnificent Seven' stocks are actually undervalued vs. the rest of the market, JPMorgan says

Many of the Magnificent Seven stocks have soared in the triple digits over the past few years. This group of industry leaders has led gains in the S&P 500 and the Nasdaq.

These 2 "Magnificent Seven" Artificial Intelligence (AI) Stocks Are Surprisingly Cheap

Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) continues to command a huge share of the global digital ad market, while the company's cloud unit is growing rapidly, has become profitable, and should be boosted by the AI Revolution. Speaking of AI, Alphabet's technology in that area is strong, and the firm seems committed to quickly and fully remedying problems that recently surfaced with its AI offering.

Alphabet's Gemini Genius: Why AI Hiccups Won't Derail GOOG's Dominance

Alphabet, Apple, and Tesla have completely missed out on the 2024 market rally. Meanwhile, the other four "Magnificent Seven" stocks are showing no signs of slowing down.

A Third "Magnificent Seven" Stock Just Broke Below This Key Indicator. Should Investors Be Worried?

As an infrastructure play for the AI boom, Nvidia is posting tremendous growth. As a leading internet enterprise, Alphabet also boasts impressive AI capabilities.

Missed Out on Nvidia's Run-Up? My Best AI Stock to Buy and Hold

Adobe

CrowdStrike

Intel

Intuit

We all love – or at least marvel – at the stratospheric run of semiconductor giant Nvidia (NASDAQ: NVDA ) thanks to the artificial intelligence boon. But it also raises a question about underappreciated AI stocks to buy.

Beyond Nvidia: 7 Underappreciated AI Stocks to Buy Now

Growth projections indicate the AI market is nowhere near hitting its ceiling. Meanwhile, AMD is expanding its lineup of AI chips and investing in its AI PC technology.

Better AI Stock: AMD vs. Alphabet

Apple could impress investors later this summer or fall. Alphabet's valuation is cheap for good reason.

The S&P 500 and Nasdaq Hit All-Time Highs, but It Could Be Just the Beginning If These 3 Stocks Join the Rally

Alphabet, Amazon, Microsoft, Meta Platforms, and Nvidia should all have strong growth prospects. Some of these stocks could be less likely to become five-baggers because of business risks and valuation concerns.

Which Artificial Intelligence (AI) Stock Is Most Likely to Deliver a 5X Gain by 2030: Alphabet, Amazon, Microsoft, Meta, or Nvidia?

Here are two stocks I'll buy if we pull back in March.

2 Stocks to Buy on a Pullback

When a big bank collapses, we inevitably see concerns quickly resurface about the stability and resiliency of the financial sector. Policymakers, regulators and investors will ask, what regulations can be tweaked or new ones put in place to help prevent future failures, reduce volatility, and protect the financial system as a whole?

Apple, Microsoft, Alphabet and other corporate giants have huge bond holdings. Here's why that's a problem

The Magnificent Seven stocks provided a large share of the fuel for the Nasdaq Composite's 43% return last year. Enthusiasm has carried into 2024, with many artificial intelligence (AI) stocks experiencing momentum.

History Says the Nasdaq Will Soar in 2024: Here Are My Top 5 "Magnificent Seven" Stocks to Buy Before It Does

Ken Griffin's hedge fund owns all of the Magnificent Seven stocks and has boosted its stakes in several of them. AI should fuel growth for all seven stocks, but high valuations could be problematic for some of them.

Billionaire Ken Griffin Owns Every Single One of the "Magnificent Seven" Stocks. Should You?

Eli Lilly

Apple, Tesla and Alphabet have receded, while Nvidia and Eli are ascendant.

The Stock Market's Great Reshuffling

Cadence Design Systems

Nvidia (NASDAQ: NVDA ) started the current artificial intelligence boom. Its name alone can bring up smaller AI companies.

3 AI Stocks That Nvidia Should Buy Next

Google fired an employee who protested this week at an Israeli tech event, and also shuttered an internal discussion board that filled up with dissent.

Google fires employee who protested Israel tech event; as internal dissent mounts

Alphabet has a steady advertising business with other growth investments sprinkled in. Alphabet produces a lot of cash.

1 "Magnificent Seven" Stock Warren Buffett Might Buy Soon

Enphase Energy

Sarepta Therapeutics

Biopharma company Sarepta Therapeutics is on the verge of reaching sustained profits. Last year was miserable for Enphase Energy, and this year isn't likely to be much better thanks to the tepid demand for residential solar solutions.

Got $1,000? Buy These Hot Growth Stocks Before They Take Off.

This analyst thinks investors are taking Alphabet's main activity for granted. In his analysis, the company's voting shares (GOOGL) could rise almost 30% in value.

News for Alphabet Stock (GOOG)