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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Some of Google and YouTube parent company Alphabet's (NASDAQ: GOOG , NASDAQ: GOOGL ) critics might claim that Alphabet is still playing catch-up in the generative artificial intelligence (AI) arms race. Yet, GOOG stock investors shouldn't worry too much.

Why GOOG Stock Is a Magnificent Must-Have for Any Portfolio

Apple

Amazon

Big Tech Firms Could Soon Face More Government Scrutiny

Applied Materials

Copart

Ross Stores

U.S. equities were lower and little changed at midday but heading for a winning week, boosted by reports on slowing inflation, which could keep the Fed from raising interest rates further.

Midday Movers: Ross Stores and Copart Jump, Applied Materials and Alphabet Drop

Google CEO Sundar Pichai has likened artificial intelligence (AI) to climate change because he believes it too will proliferate worldwide and that there is a shared responsibility to create regulations.  Pichai told the Asia-Pacific Economic Cooperation (APEC) CEO Summit in San Fransisco on Thursday that, should AI go wrong in one country, it could impact other nations.

Google CEO likens AI to climate change, urges U.S.-China collaboration on regulations

NVIDIA

Tesla

Twilio is the leader in the communications platform as a service (CPaaS) market, and Twilio Segment is the leader in the customer data platform market. Twilio has a somewhat unique ability to pair communications software with customer data, and it hopes to capitalize on that edge with new artificial intelligence products.

Cathie Wood's Ark Invest Is Selling Nvidia, Tesla, and Alphabet. But It's Buying Another Artificial Intelligence (AI) Growth Stock.

Advanced Micro Devices

Microsoft

Microsoft unveiled its new Maia AI accelerator on Wednesday. The new chip has consequences for Nvidia and AMD, as well as Amazon and Google.

This Artificial Intelligence News Could Be a Game Changer for These 5 Stocks

Google CEO Sundar Pichai said on Thursday that people across the globe have a shared responsibility when it comes to artificial intelligence

Google CEO Sundar Pichai compares AI to climate change at APEC CEO Summit

Demand for artificial intelligence is soaring, making it a great time to search for the most undervalued AI stocks. New developments in generative AI, machine learning, and natural language processing (NLP) are set to transform industries as we know it.

The 3 Most Undervalued AI Stocks to Buy Now: November 2023

The so-called Magnificent Seven have had an incredible run in 2023. But what are the chances it might continue in the New Year?

‘Magnificent Seven' stocks enjoyed a blistering 2023. Here's what it would take for that rally to spill over into 2024.

The U.S. government highlighted key parts of its antitrust arguments against Alphabet's Google on Thursday, wrapping up the evidentiary phase of a court battle in which it has accused the tech company of breaking the law with its tactics used to dominate online search.

US wraps up antitrust case against Google in historic trial

Alphabet's revenue growth accelerated last quarter, and margins improved. But Google Cloud's sales figure missed analyst estimates, helping send the stock lower.

1 Green Flag for Alphabet in 2023, and 1 Red Flag

D.R. Horton

As I've noted in past columns, many investors may want to emulate the stock picks of billionaires because they have obviously been successful at selecting good stocks and often have access to better experts and more information than retail stock pickers. This has led to this list of stocks that billionaires love.

3 Stocks That Billionaires Are Betting on Big Time

Google is one of the highest conviction picks that I own in my portfolio. The company's advertising model is more resilient in an economic downturn than most others. Google's impressive liquidity earns it a AA+ credit rating from S&P on a stable outlook.

Why Google Is My Third Largest Holding

Spotify

Spotify , on Thursday, expanded its partnership with Google Cloud to use large language models (LLMs) to help identify a user's listening patterns across podcasts and audiobooks in order to suggest tailor-made recommendations.

Spotify to use Google's AI to tailor podcasts, audiobooks recommendations

Billionaire investor Bill Ackman's Pershing Square Capital Management increased its ownership in stock of Alphabet Inc. in the third quarter, nearly doubling its stake in the company's Class A shares.

Ackman's Pershing Square Nearly Doubles Stake in Alphabet's Class A Shares

Google's Q3 earnings beat expectations, but investors were disappointed by the slowdown in cloud growth. Despite this, Google remains a strong long-term investment due to its position in AI, search, and YouTube. The recent sell-off presents a compelling buying opportunity, and technical analysis suggests the stock could reach new all-time highs.

Google Q3: The Magnificent One (Technical Analysis)

David Tepper's hedge fund Appaloosa Management left positions in Apple (AAPL) and China-focused ETFs in the third quarter while raising its bets on other tech giants, according to a recently filed 13-F report.

Tepper's Appaloosa Exited Apple But Bet More On Alphabet, Amazon, Microsoft, Meta

Google agreed to pay $8 billion over four years to Samsung Electronics Co. to make its search engine, voice assistant and Play Store the default on the company's mobile devices, according to testimony presented by Epic Games Inc.

For Google Play, dominating Android world was 'existential'

The chief executive of Google Inc's owner has confirmed it makes over US$10 billion in payments to Apple Inc (NASDAQ:AAPL) to secure its place as a preferred search engine.   Sundar Pichai, Chief Executive Officer of Alphabet Inc (NASDAQ:GOOG), confirmed in court that Google pays Apple more than a third of web browser Safari's search revenue under the terms of a default search agreement, according to reports.

Alphabet CEO confirms Google's payments to rival Apple total over $10bn

Threats to Google search have been overblown. Alphabet has AI at its core.

3 Things About Alphabet the Smartest Investors Know

More than 1 million companies use Microsoft's productivity software. By focusing on large enterprise clients, Microsoft's Copilot could quickly grab a strong position in the AI market.

The Big Advantage Microsoft Has Over Alphabet in the AI Wars

Companies boasting strong cash-generating abilities can be great investments, as they have plenty of cash to fuel growth, pay dividends, and easily wipe out debt.

These 3 Mega-Cap Tech Companies Are Cash-Generating Machines

Google CEO Sundar Pichai on Tuesday was summoned to federal court for the second time in two weeks to testify in an antitrust trial threatening to topple a pillar of an internet empire that he helped build.

Google CEO Sundar Pichai returns to court to defend Play Store's business practices

It was a magnificent day for the stock market Tuesday, highlighted by a strong performance by the Magnificent Seven technology giants, led by Tesla Inc. and Apple Inc. shares.

The Magnificent Seven add more than $200 billion to their market caps

Google's hesitancy to fully unleash its AI capabilities may indicate a struggle to adapt and compete in the AI space. The economic implications of AI innovations could disrupt Google's traditional revenue and cost structures. Google's perception as a low-risk investment may overlook the disruptive undercurrents of AI, posing risks to its stability and market valuation.

News for Alphabet Stock (GOOG)