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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NVIDIA

Visa

Considering the uncertainty of the market, it is really impossible to find certainty. Even if you look at some of the most stable investments like savings accounts or CDs, there is no proof that the rate of interest will not change.

3 Stocks for Investors Over 30 to Buy Now for the Long Haul

California bill requiring Big Tech to pay media outlets for news gains momentum

Uber

Alphabet subsidiary Waymo is bringing its taxi network to the Uber app. Waymo wants to multiply its ridership tenfold by next summer.

Uber and Waymo Are Teaming Up: Is the Self-Driving Revolution Finally Here?

In this article, I review the latest research reports from major banks to quantify Google's AI revolution in its financials. In my base case scenario, the company's fair value today should be somewhere in the middle of the $113.91-136.74 per share range. The upside seems limited not just to my DCF model. Most banks have a target of just 9-10% above the last closing price.

Google Stock: AI Revolution Seems Fully Priced In

Alphabet Inc's Google is part of a $36 million funding round for Bengaluru-based Pixxel, a satellite-image startup, in the first major investment in the Indian space sector since the government launched its privatisation policy in April.

Google in funding round for Indian space startup Pixxel

Chatbots are leading to a paradigm shift in the way people access information on the internet. Visiting a search engine could become obsolete if tools like ChatGPT are added to consumers' favorite apps.

AI Is the Biggest Threat to Google (and Alphabet) Right Now, not Its Biggest Catalyst

The Central Bank of Singapore is partnering with Google's cloud unit to explore potential internal use cases of the burgeoning artificial intelligence (AI) space and advance the development of innovative technologies in the Asian hub, Nikkei reported on Wednesday.

Singapore's Central Bank Partners With Google to Explore AI for Internal Use

Google's acquisition of YouTube has generated nearly $40 billion in trailing twelve month (TTM) revenue, with AI providing advertisers with excellent results. Google Cloud has overcome cumulative operating losses of nearly $13 billion and is now well-positioned to see meaningful operating income in the future. Despite concerns about AI offerings cutting into Google's digital ad market share, the rapid growth of the digital ad market may offset any decrease in share.

Google Has Many Positives

Microsoft

Investors interested in the tech-heavy Nasdaq index should stick with the titans. It has become clear in 2023 that a few tech names that boomed in the pandemic have now taken the reins on the next great opportunity – artificial intelligence (AI).

3 Nasdaq Stocks to Buy and Hold for the Long Haul

Amazon

ServiceNow

Oracle

Artificial intelligence has become 2023's hottest investment trend. Investors are scanning the landscape for innovative companies, many of which are small and unprofitable.

Nvidia and these 6 tech giants will gobble up the AI pie

Apple

Share repurchase programs are an effective way for companies to return money to shareholders. As a result, they're extremely popular with large investors like Warren Buffett.

Apple, Alphabet, Meta, and Microsoft Have All Done Major Share Buybacks This Year -- Should You Join Them?

ASML Hld

QUALCOMM

Taiwan Semiconductor Manufacturing

NVIDIA was the talk of the town last week, as its earnings and guidance beat expectations. The company's stock is fairly pricey, but some of its suppliers' and competitors' shares are not. In this article, I explore three AI chip stocks that are relatively cheap compared to NVIDIA.

3 AI Chip Stocks That Are Actually Cheap

Wall Street has embraced Alphabet Inc.'s artificial-intelligence initiatives in a big way lately — so much so that its stock is on its way to its best monthly performance since the early days of the pandemic.

Alphabet stock cruises toward best month in 3 years as it ups the ante in AI

C3.ai

Advanced Micro Devices

Broadcom

Cadence Design Systems

Marvell Technology

Synopsys

The rise of ChatGPT has sparked a frenzy for artificial intelligence stocks in 2023. A "jaw-dropping" earnings report from Nvidia was the latest catalyst to send AI stocks soaring.

These are the 10 best performing AI stocks so far this year

With shares more than doubling this year, Meta Platforms META, +0.75% seems to be a stock that just won't quit. But given the choice, investors may want to consider digital-advertising competitor Alphabet GOOGL, -0.45% GOOG, -0.34% instead.

Why Alphabet is a better bet than Meta Platforms if you're investing in AI

While Alphabet's big tech peers are hitting new all-time highs or getting close to doing so, GOOGL stock is still sitting roughly 20% off its all-time highs of ~$150. In this note, I shall provide an update on my 5-yr CAGR return expectations for Alphabet. Furthermore, we will look into the potential pathway for Alphabet stock to hit new all-time highs in 2023.

Can Google Stock Rebound To $150 In 2023?

The top six AI stocks are currently worth a combined $9.5 trillion. They could reach $20 trillion or more by 2030 via different paths, with AI serving as a key tailwind.

Prediction: These 6 AI Stocks Will Be Worth a Combined $20 Trillion by 2030

Tesla

Artificial intelligence is currently the most sought-after trend in technology. So, we want to look at some of the best ways to invest in AI now.

3 Of the Best Ways to Gain Long-Term Exposure to AI

The Millionaire Next Door is a timeless book that explores the habits ordinary people use to become millionaires. The book demonstrates how achieving a 7-figure net worth can be attainable if you control your consumption and prudently save and invest your money.

3 Top Growth Stocks to Make You the Millionaire Next Door

Tech stocks are heating up on the promise of AI. The technology sector needed something new and exciting to reinvigorate investor interest, and it got exactly that with the introduction of artificial intelligence chatbots.

3 Tech Stocks That Will Reign Supreme in the New World

NVIDIA is trading at a price-earnings ratio of 202 and at 43 times its book value. The price to sales ratio is 36 and price to free cash flow sits at 212.

NVIDIA Hits All Time High: Alphabet, Amazon And Meta Don't Get There

Light & Wonder Inc

Grab Holdings Ltd

The Harvard Endowment Fund aims to finance the ongoing operations at Harvard University in Boston. Its goal isn't to deliver outrageously good returns.

What Does Harvard Know That You Don't? 3 Stocks the Ivy League Giant Is Betting On Now.

Alphabet is well-positioned to invest in costly AI research & development. Google's parent company can leverage its cash position to invest in partnerships and acquisitions.

Alphabet's Secret Weapon in the Artificial Intelligence Race

Neal Mohan goofs around with creators and woos advertisers to the platform's short videos and TV offerings.

The CEO of YouTube Has a Plan to Win Over Anyone Watching TV

The stocks on the list are prominent tech stocks with cutting-edge AI language models. The first stock's advancements include the PaLM API, MakerSuite, and the Generative AI App Builder.

News for Alphabet Stock (GOOG)