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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Alphabet's stock has seen recent downside volatility, recently pulling back to support levels, presenting a strong buying opportunity ahead of its next earnings report. Alphabet's Q2 earnings exceeded expectations with $1.89 per share and $84.74 billion in revenue, but YouTube's ad revenue fell short of estimates. Alphabet's forward P/E ratio of 21.5x is attractive compared to other Mag 7 companies, suggesting the stock is undervalued and has room to grow.

Google: Buy Before Earnings (Rating Upgrade)

As Alphabet (NASDAQ: GOOGL) navigates an operational environment dominated by legal uncertainty stemming from antitrust issues, some analysts on Wall Street view this aspect as bearish for the company, leading to a recent adjustment of the firm's stock.

Analyst reduce price on Google stock; Here's the new target

Google was negotiating to spend $110 million to support California's struggling journalism industry, but the search giant had a demand: taxpayers would need to contribute tens of millions of dollars as well.

Google used influence, ultimatum to cut deal on California news

Google is seeking a stay on a federal judge's order that could drastically reshape its Android app store operations. The tech giant filed a request with the California federal court, arguing that the injunction would create “serious safety, security, and privacy risks” in the Android ecosystem if it takes effect on Nov. 1.

Google asks US judge to delay app store ruling amid antitrust appeal

Tesla

Critics of Tesla and Musk will not be silenced until the company's autonomous vehicles are on the streets.

Elon Musk finally revealed Tesla's Cybercab. Has he seen what Waymo is up to?

PayPal

Taiwan Semiconductor Manufacturing

There are plenty of great companies to buy before the calendar flips to 2025.

My 4 Best Stocks to Buy Right Now

Google wants to pause a ruling requiring it to open its Play Store to rivals. The tech giant argues that U.S. District Judge James Donato's injunction order from earlier this month would hurt its business and bring “serious safety, security and privacy risks into the Android ecosystem,” Reuters reported Saturday (Oct.

Google Seeks Pause in Play Store Antitrust Ruling

Google is facing new competition in the advertising market as AI transforms the industry. Google's search ad market share in the US could fall below 50% for the first time in a decade.

Google's share of the search ad market could drop below 50% for the first time in a decade as AI search engines boom

One of the biggest antitrust cases in decades could end up in a historic breakup. Or not.

A Google Breakup Could Be Coming. Is Alphabet Stock a Buy?

Despite regulatory risks and reduced EPS estimates, Google remains undervalued among the Mag 7, warranting a "Buy" rating. Google's Q2 2024 performance showed strong revenue growth, particularly in Google Services and Google Cloud, with solid profitability and cash flow. Regulatory concerns seem exaggerated; Google's investments in AI and cloud technologies are expected to drive future growth and offset risks.

Google Stock: This Dip Is A Gift Before Q3 Earnings

Google has asked a California federal judge to pause his sweeping court order requiring it to open up its app store Play to greater competition.

Google wants US judge's app store ruling put on hold

Government Push to Break Up Alphabet: What It Means for Investors

Super Micro Computer

These tech giants deliver billions of dollars in revenue on a quarterly basis.

Surprise! These 3 High-Growth Artificial Intelligence (AI) Players Are Looking More and More Like Value Stocks

JPMorgan Chase & Co

Here are some of the major companies whose stocks moved on the week's news.

The Score: Tesla, Alphabet, JPMorgan Chase and More Stocks That Defined the Week

Lyft

Uber

Tesla's disappointing Robotaxi event highlighted how late the company is to the autonomous-vehicle race, leaving the door wide open for its competitors.

Waymo, Uber, Lyft Are Biggest Winners From Tesla's Robotaxi Flop

Scotiabank analyst Nat Schindler initiated coverage on Alphabet Inc. GOOG with a Sector Outperform rating (Buy) and a price target of $212.

Google Set To Lead AI Wave, Sees Positive Outlook Ahead Despite Antitrust Actions Impact

Google plans to appeal a federal judge's antitrust ruling, CEO Sundar Pichai said. DOJ remedies could force Google to break up or reorganize, impacting other Big Tech firms.

Google's CEO responds to US antitrust charges against company

Did OpenAI really ask its investors to avoid backing rivals like Anthropic and xAI? That's what hosts Devin Coldewey, Margaux MacColl and special guest Anthony Ha wanted to know on today's episode of TechCrunch's Equity podcast.

AI ‘no one wants' and Google's potential breakup

Google has joined forces Oxford-based DNS Research Federation and the Dutch-based Global Anti-Scam Alliance (GASA) to create a new data platform to monitor online fraud. The Global Signal Exchange will be powered by the Federation's DAP.live platform, with Google contributing its abuse data.

Google signs up to new anti-online scam alliance

Apple

Amazon

Mastercard

Microsoft

NVIDIA

The Magnificent Seven stocks dominate the S&P 500 and Nasdaq 100, creating a risky over-concentration in these indices. Billionaires like Warren Buffett and Stanley Druckenmiller are selling significant shares and hoarding cash due to these imbalances. Despite market overvaluation, Mastercard remains in a stronghold due to its exceptional free cash flow and consistent performance.

Follow The Smart Money

Apple stock trades for a premium price tag with little to show for it.

Prediction: 3 Stocks That'll Be Worth More Than Apple 5 Years From Now

Microsoft will allow people to buy and play video games through its Xbox app for Android starting in November, the company said on Thursday. The move is an immediate consequence of a U.S. judge ruling on Monday that Google will have to present alternatives to its Google Play app store on Android devices.

Microsoft will let people buy games through Xbox app on Android in November after Google antitrust ruling

The US Justice Department weighs several remedies for Google in a drawn-out antitrust fight. One analyst predicted it could take 3-4 years before a final verdict is reached.

Here are the best and worst-case scenarios for Google in its battle with the DOJ

The man charged with overseeing Google's operations in Europe, the Middle East, and Asia has stepped down after a decade in post.

Google's EMEA boss to leave company after a decade in post

The company is under scrutiny from regulators for its role in the advertising industry.

News for Alphabet Stock (GOOG)