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 reportedly intends to challenge the European Union's (EU) threat to break up its ad business.

Report: Google to Challenge EU's Attempt to Break Up Ad Business

A Canadian news industry body on Thursday lent support to some of Google's concerns about a new law that aims to make large internet companies share advertising revenue with news publishers in the country.

Canada news industry body backs Google's concerns about online news law

The U.S. government is near the halfway mark in its court battle with Alphabet's Google, which it has accused of breaking antitrust law with the tactics it used to dominate online search and some aspects of advertising.

Five things to know about the Google antitrust trial as it hits halfway mark

Google said on Thursday that it will defend users of generative artificial-intelligence systems in its Google Cloud and Workspace platforms if they are accused of intellectual property violations, joining Microsoft , Adobe and other companies that have made similar pledges.

Google to defend generative AI users from copyright claims

Google has agreed to pay German publishers 3.2 million euros ($3.38 million) a year for its publication of news content pending a decision from the German patent office (DPMA) on the issue, the sides said in separate statements on Thursday.

Google to pay German publishers 3.2 million euros per year on interim basis

Even amid shifting industry conditions, Alphabet continues to post a strong free-cash-flow yield. The software leader looks reasonably valued and stands a good chance of delivering market-beating returns.

Up 57% in 2023, This Trillion-Dollar Tech Stock Still Looks Like a Smart Long-Term Buy

Today, I will review my Alphabet thesis with you, which consists of four distinct pillars. Specifically, within this thesis, I will focus on Alphabet's cloud business, which I believe to be the "third supermajor." I will explore precisely what I mean by this with you. I will also apply my four foundational investment frameworks to the business, thereby highlighting its attractiveness, and I will perform a valuation exercise using my proprietary valuation model.

Alphabet: The Third Supermajor

Meta and Alphabet stock notch highest closes for 21 months

The tech sector, following a challenging 2022, has made a remarkable comeback in 2023, propelled by the ongoing artificial intelligence (AI) industry surge. ‘The Magnificent Seven,' the world's leading tech companies, have played a pivotal role in driving the S&P 500‘s resurgence.

Google stock inks 52-week high; What's driving the tech giant?

Alphabet is a dominant player in the advertising industry. Investments in AI and cloud computing are finally starting to pay off.

Here's Why I'm Buying This Trillion-Dollar Stock Hand Over Fist

Amazon

CrowdStrike

Okta

Palo Alto Networks

Zscaler

Google, Amazon and Cloudflare have all recently been victims of attacks just weeks just weeks after casino operators MGM Resorts (MGM) and Caesars Entertainment (CZR) were targeted.

Google and Amazon Hit by Fresh Cyberattacks. These Stocks Could Benefit.

With Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) stock poised to benefit tremendously from the rapidly rebounding digital advertising market and the proliferation of artificial intelligence (AI), Alphabet's shares are definitely worth buying at this point. What's more, the company is growing rapidly, while the valuation of GOOG stock remains attractive.

Is GOOGL Stock a Buy, Sell or Hold in October 2023?

DeepMind, the AI lab owned by Google-parent Alphabet Inc (NASDAQ:GOOG), cut its employee costs by nearly 40% last year, according to a recent filing with a UK government agency.  In the company's 2022 fiscal year, staff costs and related expenses were roughly $731 million, compared to nearly $1.2 billion in 2021, according to the filing.

Alphabet's AI-focused DeepMind division saw a 40% cut in employee costs lats year

The stock values of Facebook parent Meta and Google parent Alphabet are on pace for their best sessions of the year Wednesday helping the Nasdaq Composite lead the broader U.S. stock averages.

Meta, Alphabet shares near 52-week highs

Google's Cloud Spanner is now half the cost of Amazon's DynamoDB “for most workloads,” Google says. And Google doesn't want you to forget it.

Google turns up the heat on AWS, claims Cloud Spanner is half the cost of DynamoDB

The data point shows that the streaming business is getting more competitive.

YouTube passes Netflix as top video source for teens

Internet stocks Meta Platforms Inc. and Alphabet Inc. were headed for their highest closes in more than a year as they continued their October rally.

Meta and Alphabet stocks on track to close at highest levels since early 2022

Alphabet's AI lab, DeepMind, cut employee costs by 39% last year, according to a recent filing with a UK government agency.

Alphabet's AI lab, DeepMind, cut employee costs by nearly 40% in 2022, alongside a drop in profit

The Magnificent Seven Big Tech stocks have been largely responsible for 2023's market rally. Yet some of those are more spectacular than others.

Meta and Alphabet Stocks Are Leaving Apple in Their Dust

Pichai outlined his concerns in emails sent in 2007 to Google co-founders Larry Page and Sergey Brin as well as other company leaders.

Google CEO Sundar Pichai warned in emails of bad ‘optics' from Apple search engine tie-up

Google parent Alphabet Inc (NASDAQ:GOOG) found itself on the backfoot this year following the tremendous success of Microsoft-backed OpenAI's landmark ChatGPT large-language model. Sensing a ChatGPT-powered Bing renaissance (Bing is Microsoft's search engine, by the way), Google unveiled its ChatGPT killer 'Bard' this February.

Wondering what the point of Google Bard is? You're not alone

Arista Networks

Booking Hlds

Cadence Design Systems

Eli Lilly

Synopsys

SPDR S&P 500 ETF Trust

West Pharmaceutical Services

Risk and reward are supposed to be attached at the hip for S&P 500 stocks. But a small group of stocks are delivering all gain and no pain.

9 'Unstoppable' Stocks Deliver Big Gains And No Pain To Investors

Adobe

Advanced Micro Devices

Marvell Technology

Microsoft

NVIDIA

Taiwan Semiconductor Manufacturing

The hype surrounding generative artificial intelligence may have cooled from the frenzy seen at the start of this year. But make no mistake, AI stocks continue to be a major catalyst for the technology markets.

These 7 Stocks Are Leading the AI Pack

BT announces new strategic security partnership with Google Cloud, targeting a range of joint innovation opportunities. As a first step, BT becomes an official reseller of Google Chronicle, including its Autonomic Security Operations framework.

BT and Google Cloud Advance Cybersecurity With New Partnership

Super Micro Computer

The artificial intelligence trend isn't a fad. Companies have been investing in AI for several years.

News for Alphabet Stock (GOOG)