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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Apple

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Taiwan Semiconductor Manufacturing

Ken Fisher is the founder, executive chairman and co-chief investment officer of Fisher Investments.

These Are the Top 10 Holdings of Ken Fisher

As part of Google's largest ever round of job cuts, the company eliminated more than 1,800 positions in its home state.

Google job cuts hit 1,800 employees in California, including 27 massage therapists

Big news could affect both businesses significantly, and both stocks contributed to a lower close for the Nasdaq.

These 2 FAANG Stocks Were in the Spotlight Tuesday

Waymo, the self-driving technology unit under Alphabet, quietly laid off workers Monday, according to The Information and several posts on LinkedIn and Blind. The cuts at the autonomous vehicle company follow a swell of layoffs at Alphabet and Google late last week.

Waymo lays off staff as Alphabet announces 12,000 job cuts

The DOJ and eight states want to break up Google's ad business.

Google Sued by the Department of Justice for Antitrust Issues

Alphabet Inc (NASDAQ: GOOGL) ended in the red on Tuesday after the U.S. Department of Justice filed a civil antitrust lawsuit against Google. DOJ is going after Google's advertising business The lawsuit seeks to challenge Google's monopoly in advertising – a business segment that brought in $54.5 billion in its latest reported quarter.

Here's what the DOJ's new lawsuit means for Google stock

The Department of Justice is suing the Google parent.

Why Alphabet Stock Pulled Back Today

Alphabet Inc's Google , whose clout in search, the Android smartphone operating system and online advertising upended those markets, faces antitrust fights in the United States, Europe and India.

Factbox: The sun never sets on Google's antitrust woes

The Department of Justice and eight states filed a lawsuit against Google on Tuesday, claiming the tech giant abuses its monopoly on online advertising technology and has stifled its competition through a series of acquisitions.

U.S. Sues Google Over Alleged Advertising Monopoly—Latest Tech Antitrust Suit

U.S. Attorney General Merrick Garland said on Tuesday, after the Justice Department filed an antitrust lawsuit against Alphabet's Google, that the Big Tech company has sought to defeat its rivals in the online advertising business using anticompetitive tactics for 15 years.

U.S. Attorney General Garland says Google has used anticompetitive tactics for 15 years

The Justice Department's suit could have major implications for the digital ad industry.

DOJ Sues Google, Seeking to Break Up Online Ad Business

DeepMind Technologies, owned by Alphabet Inc , is closing its office in the Canadian city of Edmonton, a spokesperson for the AI firm said, just days after Google's parent announced it would lay off 12,000 employees.

Alphabet-owned AI firm DeepMind shutters office in Canada's Edmonton

Subscribers to  Chart of the Week  received this commentary on Sunday, January 22.

Contrarian Outlook Warns Against the Alphabet Stock Pop

The Department of Justice filed antitrust charges against Google, claiming its dominance in digital advertising harms competition. The post Will DOJ Antitrust Lawsuit Force Google Sale Of Parts Of Ad Business?

Will DOJ Antitrust Lawsuit Force Google Sale Of Parts Of Ad Business?

Lawsuit is second federal antitrust complaint filed against Google, alleging violations of antitrust law

Justice department sues Google over its ‘unlawful' online advertising dominance

The Justice Department and several states sued Google on Tuesday, alleging that its dominance in digital advertising harms competition.

Justice Dept. sues Google over digital advertising dominance

The Justice Department and a group of states filed an antitrust suit against Google, claiming that the internet giant has used its “stranglehold” over digital tools to quash threats to its dominance in the ad market.

Justice Department Files Antitrust Lawsuit Against Google Claiming “Stranglehold” Of Digital Ad Market

The Justice Department sued Alphabet Inc.'s Google on Tuesday, alleging its dominant digital-advertising business constitutes a monopoly.

Justice Department sues Google for antitrust in digital advertising, while Alphabet stock slides

The U.S. Department of Justice has filed suit against Google over alleged antitrust issues, claiming the search giant has monopoly control of the digital ad market. The DOJ is joined by eight states in its complaint, including New York, California, Colorado and more.

U.S. officially sues Google, claiming it has a digital ad monopoly

The Justice Department and eight states filed suit against Alphabet's search engine Google for allegedly monopolizing the digital advertising market.

Justice Department sues Google for antitrust violations

The suit focuses on Google's dominant position in the online ad market, Bloomberg reports.

Google May Face Another Justice Department Lawsuit for Unfair Dominance

The Justice Department's antitrust lawsuit, which a group of states joined, was the fifth against the company since 2020.

U.S. Accuses Google of Abusing Monopoly in Ad Technology

The U.S. Justice Department will be joined by about eight states in an antitrust lawsuit against Alphabet's Google, which is expected to be filed this week, according to two sources familiar with the matter.

U.S. set to sue Google, to be joined by about eight states -- sources

The Justice Department plans to file an anti-trust lawsuit against Alphabet Inc.'s Google this week, alleging the company has an unfair dominance over digital advertising.

DOJ to sue Google alleging monopoly on online ads: report

Alphabet has a near-monopoly in the search business and many other levers it can pull to drive growth.

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