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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PARIS LA DÉFENSE--(BUSINESS WIRE)-- #ThalesIDWallet--Thales, the world leader in eSIM management, supports the growth of eSIM-enabled consumer and industrial devices with Google Cloud expertise. Thales' pioneering Cloud solution combines its own security assets with Google's cloud presence in 200 countries to provide enhanced security, flexibility, and service availability to MNOs. Remote eSIM activation, anytime and anywhere By 2025, the number of eSIM connections is estimated to reach close to 9 billion1.

Thales Reinforces Its eSIM Management Leadership With Google Cloud Certified and Energy Efficient Services

Ambarella

Aptiv

Baidu

Innoviz Technologies

Luminar Technologies

NVIDIA

Autonomous driving and AI-powered vehicles are a growing trend in the automotive industry. The technology promises to improve safety, reduce traffic congestion, and allow humans to hand over driving responsibilities to robots.

The Future of Autonomous Driving: 7 Top Stocks to Buy for AI-Powered Vehicles

The Alphabet Workers Union said on Monday that thousands of contract employees assessing the quality of Alphabet Inc.'s Google search and advertising won a raise that brought workers' wages up to $15 an hour, following a Bloomberg report documenting allegedly inadequate pay and benefits.

Google contract workers win raise following union activism

The competition within streaming music industry is heating up as Big Tech players try to corner greater market share. Alphabet's YouTube Music and YouTube Premium subscription have a significant advantage due to lower priced combo offer of ad-free viewing on YouTube.

Alphabet Is Crushing Competition In A Key Recurring Revenue Business

Cloud computing is a critical part of Alphabet's future.

This Alphabet Segment Has More Potential Than Artificial Intelligence

Airbnb

Adobe

Disney

DocuSign

Mastercard

Microsoft

PayPal

Visa

You might be surprised by some of the stocks on my list.

My 10 Best Growth Stocks to Buy in March

HubSpot

Warren Buffett and other smart investors are buying stocks to prepare for the next bull market.

A Bull Market Is Coming: To Prepare, Follow Warren Buffett's Lead

Booking Hlds

Braze

Coupa Software

Sprinklr

New York Times

Palo Alto Networks

Pegasystems

Uber

Eric Bannasch is the founder, CEO, and Portfolio Manager of Cadian Capital Management.

These Are the Top 10 Holdings of Eric Bannasch

Waymo will begin testing its autonomous Jaguar I-Paces without a human safety operator in Los Angeles in the next couple of weeks. This is the company's next step on its path to commercializing robotaxi services in its second California city.

Waymo to test driverless rides with employees in Los Angeles

"We are not aware of any slowing in Google search revenues that could be attributed to the late-2022 ChatGPT launch," Bank of America said.

Investors should buy Alphabet stock as soaring interest in ChatGPT shows no sign of negatively impacting Google's search business, Bank of America says

In a new filing late last week, the U.S. Department of Justice alleged that Google “routinely destroyed” an entire category of written communications in its antitrust investigation against the company. The communications — chat messages between Google employees — were deleted over the course of several years, the DoJ stated.

DoJ accuses Google of deleting chats in its antitrust investigation, similar to Fortnite's case

Apple

Amazon

Few investors are known for their stock-picking abilities quite like Warren Buffett. The Berkshire Hathaway (NYSE: BRK-A , NYSE: BRK-B ) founder is among the wealthiest in the world, and his influence on investing strategies is far-reaching.

Warren Buffett Is Betting Big on These 5 AI Stocks

Google initially got swept up in the late-year AI minibubble, but now investors have dropped the stock like it's hot after a bungled product demonstration. Even Meta is again more expensive than Google on a forward P/E basis.

Google Is The Most-Hated Tech Stock On Wall Street - Time To Buy

Mercedes-Benz Group AG

Artificial intelligence (AI) may help drive the connected car's journey from concept to fully-fleshed reality. Mercedes-Benz said last week that it had entered a long-term strategic partnership with Google that has its roots in navigation and entertainment.

Google, Mercedes-Benz Pact Spotlights How AI Can Drive Connected Car's Evolution

The stock has an appealing risk/reward ratio.

Is Alphabet Stock a No-Brainer Buy Under $90?

Alphabet Inc.'s multibillion-dollar bet on self-driving cars and trucks isn't ready to launch no paid rides yet, though the second-biggest U.S. city will be its next commercial market after Phoenix and San Francisco.

Waymo's L.A. Robotaxi Fleet Is Going Fully Driverless

Sometimes a myopic view obscures a stunning opportunity.

Harnessing Chatbot Fever -- 1 Magnificent Growth Stock to Buy Now and Hold Forever

The company says to keep an eye out for "cheerful penguin" animations, coming to Google Wallet soon.

Google's Latest Android Feature Drop Brings Productivity Boosts and Customization

Google has announced a slew of new features for Android, Chromebook and Wear OS that are designed to improve connectivity, productivity and accessibility. The announcement was timed to coincide with Mobile World Congress (MWC), which is kicking off in Barcelona today.

Google announces new features for Android and Wear OS

What doesn't kill Google could make it stronger.

Could Microsoft Be Setting Up Google for a Huge Win?

The so-called Henderson test would significantly weaken the power of Section 230, several experts said, including some who work for Google-backed groups.

How an obscure legal doctrine called the Henderson test could weaken Section 230 and change free speech on the internet

3 Safe Tech Stocks for Any Market Environment

Alibaba

Charles Schwab

Tesla

Some hedge funds are known to deliver market-beating returns, so many retail investors want to know which stocks hedge funds are betting on.

These Were the Top 10 Hot Stocks Among Hedge Funds in Q4 2022

C3.ai

Microchip Technology

The creative ways that AI can be used to enhance productivity and creativity are only just beginning to become clear

3 Stocks Investors Can Buy to Join the AI Revolution

Canadian Prime Minister Justin Trudeau said on Friday it was a "terrible mistake" for Alphabet Inc's Google to block news content in reaction to a government bill that would compel the tech giant to pay publishers in Canada for news content.

News for Alphabet Stock (GOOG)