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, Meta using 'bullying tactics' against Canada's news bill, says PM Trudeau

Google Cloud and Mayo Clinic are collaborating to use generative artificial intelligence (AI) in healthcare. The collaboration aims to enable clinicians and researchers to find information in a way that is fast, seamless and conversational, the companies said in a Wednesday (June 7) press release.

Google Cloud and Mayo Clinic Developing Generative AI for Healthcare

Salesforce

Salesforce and Google Cloud are teaming up to help businesses leverage data and AI via a new strategic partnership. Announced this morning, the partnership will allow companies to use their data along with custom machine learning models to anticipate their customer's needs, execs from Google and Salesforce said.

Google Cloud and Salesforce team up to bolster AI offerings

Advanced Micro Devices

Dell Technologies

Intel

Lockheed Martin

Microsoft

NVIDIA

Oracle

An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano. Neural networks, hype and building something we don't understand.

AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano

This landmark partnership will set a new standard for how technology companies collaborate with the healthcare industry to transform care delivery.

Google Cloud & Mayo Clinic Announce Revolutionary Partnership To Improve Healthcare With Generative AI

Mayo Clinic will be using Google Cloud's generative artificial intelligence technology to help doctors and nurses more easily track patient data.

Google Cloud is partnering with Mayo Clinic as it tries to expand use of generative A.I. in health care

Netflix

Outperformance and industry dominance are two reasons investors often turn to the FAANG stocks. In addition to its cash-cow operating division, one FAANG stock should enjoy an abundance of catalysts from its ancillary segments in the years to come.

1 FAANG Stock That's a Surefire Buy in June and 1 to Avoid

Booking Hlds

Priceline and Google Cloud announced a partnership on Tuesday to bring artificial intelligence chatbot technology to the travel booking process

Priceline joins A.I. chatbot race, signing on with Google to help ease travel booking

Apple

Amazon

Tesla

The term “magnificent 7 stocks” refers to leading tech firms that are propping up the market as AI mania holds strong. The group of ultra-high market capitalization companies continues to receive strong capital investment on those AI tailwinds and forward hopes.

The Magnificent 7 Stocks: Buy, Sell or Hold These Tech Titans Before 2024?

Agilent Technologies

Analog Devices

Autodesk

Amgen

Aspen Technology Inc

Bank of America

Bank of New York Mellon

Blackrock Inc

Comcast

CME Group

Compass Minerals

Campbell Soup

Cheniere Energy Partners

Cisco Systems

Corteva Inc

Disney

Domino's Pizza

Ecolab

Equifax

Estee Lauder

Emerson Electric

Etsy

General Dynamics

Gilead Sciences

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analysis.

U.S. Wide-Moat Stocks On Sale - The June 2023 Heat Map

AI has driven the tech market to new heights this year, bringing new investors into the ring as the craze continues.

Google Launches Free Generative AI Courses - Stock Continues To Rise

CrowdStrike

Taiwan Semiconductor Manufacturing

Alphabet is widely invested in AI. Taiwan Semiconductor supplies many of the chips powering AI technologies.

Smart Investing: How I'd Allocate $1,000 to 3 Promising AI Stocks

Officials are seeking a court order to block online dissemination of a popular pro-democracy anthem, in the first major test for U.S. tech platforms over politically sensitive content.

Hong Kong's Legal Bid to Ban Protest Song Challenges Google

The impact of generative AI on Alphabet's search business is less than expected, leading to an upgrade in the rating from "hold" to "strong buy". Despite headwinds such as higher overhead costs and greater investment in AI infrastructure, Google remains a strong buy from a fundamental perspective. Google's future is expected to involve both search and AI, with search remaining a significant revenue stream until further AI implementation is required.

Google: Search And AI, Not Search Or AI (Rating Upgrade)

Philip Morris

American Express

Deere & Company

Dollar General

We've have been under the threat of recession for more than a year. We've also been dealing with stubbornly high inflation along the way.

The 7 Best Stocks to Buy for This “Non-Recession Recession”

Apple, Nvidia, Meta, Alphabet, Microsoft, Amazon, and Tesla have now been penned as the “Magnificent 7.”  Only around 25% of the S&P 500 stocks have outperformed the benchmark, while these stocks continue to show massive leadership.

If It Weren't For These 7 Stocks

A U.S. judicial panel said on Monday that Texas' antitrust lawsuit against Alphabet's Google would return to federal court in Texas, where it was originally filed.

Texas antitrust lawsuit against Google to return to Lone Star state

Tech companies should "clearly label" apps which could spread AI-generated disinformation, Bloomberg reported. That's according to a top EU official, and a voluntary code that Google, Meta, and TikTok have signed up to.

Instagram, Google, and TikTok should warn users about AI-generated content and build safeguards, EU official says

Call comes amid moves to combat disinformation from Russia, while Twitter is warned to comply with new digital content laws

Google and Facebook urged by EU to label AI-generated content

Alphabet Inc. ( GOOG , Financial)( GOOGL , Financial), the parent company of Google and YouTube, is getting ready for a long leap by harnessing its core strength, advertising, through artificial intelligence-powered ads and short-form videos. It is also making advances to attain a computational edge by focusing on quantum computing.

Alphabet: Leveraging AI for a Long-Term Edge

Sunrun

U.S. Bancorp

Jeremy Grantham (Trades, Portfolio)'s GMO LLC recently disclosed its 13F portfolio updates for the first quarter of 2023, which ended on March 31.

Jeremy Grantham's Firm Adds to Tech Bets in 1st Quarter

A California bill that would force Big Tech companies such as Facebook parent Meta Platforms Inc. META, +0.23% and Alphabet Inc.'s GOOGL, +1.01% GOOG, +0.94% Google to pay media outlets for posting and using their news content cleared the state Assembly on Thursday. Earlier this week, Meta threatened to remove news articles from its platform if the proposal becomes law.

California bill would make Big Tech pay publishers

Adobe

Alphabet's massive AI toolkit makes it a top player in the AI space. Adobe is rolling out AI assistants for many offerings in its product suite.

Uncovering Hidden Gems: These Undervalued AI Stocks Are Ready to Shine

Alibaba

Large-cap stocks refer to shares of companies with market capitalizations in excess of $10 billion. Alternatively known as big-cap stocks they offer stability and safety relative to their smaller counterparts.

3 Top-Rated Large-Cap Stocks to Buy (and Never Sell)

Nvidia holds a monopoly like grip on the GPU market. This is costing companies like Google a lot of money, which is why they are taking action. Google is already developing and using technology that will compete with NVDA's chips.

Google: The Only Real AI Threat To Nvidia

News for Alphabet Stock (GOOG)