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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The government states that data is “oxygen for a search engine” and that Google's anticompetitive behavior has given it a data fortress. Google says innovation explains its success.

A Key Question in Google's Trial: How Formidable Is Its Data Advantage?

Alphabet continues to build out its portfolio of artificial intelligence (AI) products and services. It faces increasing competition in both internet search and cloud computing.

When You Look Back in a Few Years, You Might Wish You'd Bought This Trillion-Dollar AI Stock

Amazon

The major market indices have risen 20% from their recent lows, suggesting the beginning of the next new bull market has arrived. Some investors are turning their attention to companies that have initiated stock splits, as these are generally preceded by a period of remarkable growth.

A Bull Market Is Coming: 2 Surefire Stock-Split Growth Stocks to Buy Hand Over Fist Right Now and Never Sell

Antonio Rangel, a behavioral economist and professor at the California Institute of Technology, knows how to get you to grab a cereal box off a supermarket shelf using product placement and consumer habits. And he said Google understands the same tricks, which is why the tech giant has fought so hard to keep itself as the default search engine on mobile phones.

Google's search defaults prey on power of habit, expert says in antitrust trial

U.S. District Judge Leonie Brinkema on Friday declined to order a Justice Department official to stay out of the government's advertising antitrust lawsuit against Alphabet's Google but said the department "should think about it."

US judge will not order DOJ official to exit Google advertising case

Google made the case in court this week against charges that it created a monopoly in the search engine sector by showing that users seek Google out over competitors like Bing and others.  In a trial that began Tuesday, the US Justice Department argued that Google paid billions to companies including Apple and Samsung to pre-load Google apps and make it the default browser on users' devices.

Google's antitrust defense shows users switch to its search engine even when it isn't the default

While Google's current antitrust trial will not hurt its stock. The DOJ's suit about Google's lead in advertising tech could.

How Google Might Demonstrate It Is Not Abusing Its Monopoly Power

While Google's current antitrust trial should not hurt its stock, the DOJ's suit about Google's lead in advertising tech could.

Google's Antitrust Trial Might Show How It's Not Abusing Its Monopoly Power

Microsoft

As artificial intelligence (AI) received renewed interest with the launch of two major AI tools, ChatGPT and Google Bard, both have shown their use cases in various aspects, including analyzing the portfolio of famous investor Michael Burry.

Google Bard vs. ChatGPT: Analyzing Michael Burry's portfolio

Search giant Google agreed to a $93 million settlement with the state of California on Thursday over its location-privacy practices.

California settles with Google over location privacy practices for $93 million

Google has reached a $93 million settlement with the state of California to resolve allegations that it was collecting consumers' data without their consent, the state's attorney general said in a statement Thursday.

Google reaches $93 million settlement in tracking location case

Alphabet's Google has given a small group of companies access to an early version of Gemini, its conversational artificial intelligence software, The Information reported on Thursday, citing people familiar with the matter.

Google nears release of AI software Gemini - The Information

Tech giant ‘continued to collect and store a user's location data' even if users turned off their location history, according to suit

Google to pay $93m in settlement over deceptive location tracking

Google will pay California $93 million to resolve a lawsuit accusing the search engine company of misleading consumers about its location tracking practices.

Google reaches $93 million privacy settlement with California

Antonio Rangel took the stand for the second day and said Google has leaned heavily on default settings to keep users hooked on its search engine and other lucrative services.

Google wanted to ‘manipulate choices' to become default search engine, behavioral expert testifies at antitrust trial

A lawsuit filed against Google by California's Attorney General over the company's deceptive and misleading options for managing location data has resulted in a $93 million settlement — and new protections for consumers in the state.

California hits Google for $93M over deceptive location data options

The Justice Department pressed its argument on Thursday that Google sought to strike agreements with mobile carriers to win powerful default positions on smartphones to dominate search in an antitrust trial that could change the future of the internet.

US alleges Google got rich because people stick with search defaults

Despite the DOJ's lawsuit against the company, I still find Alphabet stock a screaming buy.

1 Stock-Split Stock That Is a Screaming Buy (It's Not Tesla)

Google's Q2 2023 earnings highlight its dominance in the tech industry, particularly in search and digital advertising. The company's stock price shows a strong foundation and suggests potential for upward movement. Google's investments in AI, such as the launch of its generative chatbot "Bard" and Google Lens, position it to lead the future of search.

Google Poised For Upside Rally Despite Challenges (Technical Analysis)

General Motors

San Francisco has formally requested state regulators redo an August hearing that expanded robotaxi permits for Cruise and Waymo, giving both companies permission to widen commercial operations throughout the city 24/7. The contentious decision was met with much opposition as city agencies and residents questioned the far-reaching impact of the expansions.

San Francisco requests redo on Cruise, Waymo robotaxi expansion hearing

The company, which is part of Alphabet Inc. GOOG, +1.05% GOOGL, +1.01%, continues “to invest in top engineering and technical talent while also meaningfully slowing the pace of our overall hiring,” the spokesperson said in an email to MarketWatch. “In line with this, the volume of requests for our recruiters has gone down.

Google to lay off hundreds of recruiting staffers

Google confirmed it will lay off hundreds of staff members who helped recruit and hire employees, as Silicon Valley continues its cost-cutting efforts.

Google is laying off hundreds in its recruitment division

Canadian Pacific Kansas City Limited

Lowe's

Billionaire investor Bill Ackman (Trades, Portfolio), head of Pershing Square Capital Management, is known for taking large positions in a handful of underperforming companies and pushing for change in order to unlock value for shareholders.

3 Undervalued Stocks in Bill Ackman's Portfolio

Alphabet cut about 12,000 jobs in January, reducing its workforce by 6%.

Google parent Alphabet lays off hundreds — first Big Tech firm to cut jobs this quarter

Alphabet Inc's (NASDAQ: GOOGL) Google has decided to further reduce the number of employees in its recruiting organisation. Hiring at Google remains slow Earlier this year, the multinational lowered its global headcount by 6.0% – a move that affected about 12,000 of its employees including many in its recruiting organisation (source).

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