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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It's that moment you've been waiting for all year: Google I/O keynote day! Google kicks off its developer conference each year with a rapid-fire stream of announcements, including many unveilings of recent things it's been working on.

Here's everything Google has announced at I/O so far

At its annual I/O conference, Google unveiled PaLM 2, the successor to its PaLM large language model for understanding and generating multilingual text. Google claims that it's a significant improvement over its predecessor and that it even bests OpenAI's GPT-4, depending on the task at hand.

Google's PaLM 2 paper shows that text-generating AI still has a long way to go

At its I/O developer conference, Google today announced the launch of PaLM 2, its newest large language model (LLM). PaLM 2 will power Google's updated Bard chat tool, the company's competitor to OpenAI's ChatGPT, and function as the foundation model for most of the new AI features the company is announcing today.

Google launches PaLM 2, its next-gen large language model

Google Photos is expanding its use of AI to help users edit and enhance their photos. While the company has already leveraged AI for its tools like the distraction-removing Magic Eraser and corrective Photo Unblur features in Photos, it's now turning to AI for more complex edits with the introduction of Magic Editor.

Google Photos to gain a new ‘Magic Editor' feature powered by generative AI

Google Maps is going to introduce a new “Immersive View for Routes” feature in select cities, Google announced at its annual I/O conference today. The new feature brings all of the information that a user may need into one place, including details about traffic simulations, bike lanes, complex intersections, parking and more.

Google Maps is getting a new ‘Immersive View for Routes' feature

Microsoft

Margin of Safety Investing's Kirk Spano talks to Best of Breed Growth Stocks' Julian Lin about AI hype and mega-cap tech stocks. Is Microsoft fairly valued?

AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano

Mustafa Suleyman said people who lose their jobs to automation will be "very unhappy, very agitated."

AI will create a ‘serious number of losers' in job market, DeepMind co-founder warns

Generative AI is helping Facebook and Google advertisers craft their ad campaigns. Meta and Alphabet have the advantage of massive cash reserves and cash flows every quarter.

2 Companies Are Using Generative AI to Supercharge Revenue

CrowdStrike

CrowdStrike's AI-powered software should help the company continue serving up big wins in the cybersecurity industry. Alphabet has done an excellent job boosting profits over the last decade.

2 AI Growth Stocks Down 30% and 58% to Buy Right Now

Alphabet Inc's Google on Wednesday is expected to unveil more artificial intelligence in its products to answer the latest competition from Microsoft Corp , which has threatened its perch atop the nearly $300-billion search advertising market.

Google expected to unveil its answer to Microsoft's AI search challenge

NEW YORK , May 10, 2023 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Alphabet Inc.. Shareholders who purchased shares of GOOGL during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment.

SHAREHOLDER ALERT: The Gross Law Firm Notifies Shareholders of Alphabet Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of May 15, 2023 - (NASDAQ: GOOGL)

AerCap Hlds

Baidu

Bayerische Motoren Werke AG

CIRCOR

Cool Co Ltd

Ramaco Resources

Mistras Group

Naspers Ltd

PayPal

Horos is an asset management firm that knows the benefits of value investing over the long term. We invest in companies that we consider, after analyzing them, to have a value higher than the price they ask for within the stock market.

Horos Asset Management Quarterly Letter To Our Co-Investors - May 2023

Adobe

Autodesk

Bank of America

CME Group

Cheniere Energy Partners

Corteva Inc

Harley-Davidson

Keysight

Lam Research

Microchip Technology

Monolithic Power Systems

ServiceNow

Norfolk Southern

Northern Trust

Pfizer

Polaris

Charles Schwab

Tradeweb Markets

U.S. Bancorp

Veeva Systems

Wells Fargo

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.

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

Amazon

Comcast

Verizon

ANNAPOLIS, Md. — Maryland's highest court on Tuesday reversed a ruling by a lower court that the state's first-in-the-nation tax on digital advertising was unconstitutional, saying the court lacked jurisdiction over the case.

Maryland Supreme Court reverses ruling on digital ad tax

Update: Google just went ahead and announced the Pixel Fold over on Twitter. The company gave a good look at the upcoming foldable smartphone from just about every angle.

Google I/O 2023 is tomorrow; here's what we're expecting

Amazon , Alphabet's Google, Microsoft and other non-European Union cloud service providers looking to secure an EU cybersecurity label to handle sensitive data can only do so via a joint venture with an EU-based company, according to an EU draft document seen by Reuters.

EU draft rules propose tougher cybersecurity labelling rules for Amazon, Google, Microsoft

Anthropic, an artificial intelligence startup backed by Google owner Alphabet Inc , on Tuesday disclosed the set of written moral values that it used to train and make safe Claude, its rival to the technology behind OpenAI's ChatGPT.

Alphabet-backed Anthropic outlines the moral values behind its AI bot

Apple

Sirius XM Holdings Inc

Spotify

Artificial intelligence (AI) is revolutionizing the music industry, from personalization to copyright management and beyond. AI-generated music won't replace human creativity anytime soon, but it can be a valuable collaboration tool for artists.

Why AI Is a Game-Changer for the Music Industry

Alphabet Inc.'s Google Cloud on Tuesday made its boldest move yet to grab a large slice of a potential $1 trillion market for artificial intelligence among enterprise companies.

Google Cloud makes AI ‘land grab' with wave of enterprise partnerships

Wendy's

The fast-food chain has customized a language model with terms like “JBC” for junior bacon cheeseburger and “biggie bags” for meal combos.

Wendy's, Google Train Next-Generation Order Taker: an AI Chatbot

As dozens of countries debate adopting greater regulation, the tech giants are growing aggressive

Why is Google stonewalling regulation in Brazil? | Natalia Viana

Airbnb

Chegg

Salesforce

Disney

DocuSign

Domino's Pizza

eBay

Etsy

Home Depot

Mastercard

MercadoLibre

Netflix

NIKE

Palo Alto Networks

Starbucks

Target

Visa

They include a list of the best growth stocks as well as top dividend stocks.

My 17 Top Stocks to Buy Now in May

Artificial intelligence (AI) is one of the fastest-growing technologies, and its influence is only set to increase with the industry expected to be worth $1 trillion in the next five years.

Top 4 AI stocks to buy in May

Google owner Alphabet (NASDAQ: GOOG) is a well-known and highly respected tech behemoth that continues to push the boundaries of innovation in the industry. Its stock is highly sought after by investors who recognize the company's potential for long-term growth and success.

Google (GOOG) stock climbs 2% ahead of new AI announcements

New York Times

The New York Times is getting around $100 million from Google over three years as part of a broad deal that allows the Alphabet Inc unit to feature Times content on some of its platforms, the Wall Street Journal reported on Monday.

New York Times to get around $100 million from Google over three years - WSJ

News for Alphabet Stock (GOOG)