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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After Google unveiled its Pixel 9 lineup and showcased how it's integrating artificial intelligence (AI) into its devices with Gemini at its Made By Google launch event Tuesday, Jefferies analysts called Alphabet (GOOGL) a "gem made for AI."

Made By Google Event Leads Jefferies To Call Alphabet 'Top Pick' for Consumer AI

Confluent

Travel + Leisure Co.

Leading stock indexes like the Nasdaq Composite and Dow Jones Industrial Average saw massive drops last week.  Traditionally, the stock market has been subject to external forces like inflation data, geopolitics and new technological advances.

3 Stocks Poised for a Comeback After Last Week's Market Meltdown

The former CEO said startups work because the people "work like hell" during a conversation with Stanford University students posted to YouTube on Tuesday.

Ex-Google CEO blames ‘working from home' for tech giant lagging in AI race

Eric Schmidt, ex-CEO and executive chairman at Google, said his former company is losing the artificial intelligence race and remote work is to blame.

Eric Schmidt Says Google Is Falling Behind on AI—And Remote Work Is Why

The United States may be about to witness antitrust history. Recently, a federal judge handed down a warning against Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ), ruling that Google holds an unfair monopoly over the search engine market.

The DOJ Wants to Break Up Google Monopoly. What to Know.

Bloomberg reported that a breakup of Google was one of the options the Justice Department is discussing. The news comes a week after a judge ruled it to have an illegal monopoly in search.

Why Alphabet Stock Was Falling Today

Broadcom

3 Nasdaq Stocks to Buy on the Dip: August 2024

The US Justice Department is reportedly considering breaking up Alphabet Inc (NASDAQ:GOOG)'s Google after a court ruled the company illegally monopolized the online search market. Sources with knowledge of the matter told Bloomberg that officials are considering various proposals to remedy Google's antitrust violations, including breaking off parts of the company, such as its Chrome browser or Android smartphone operating system.

Google breakup reportedly being considered by DOJ following antitrust ruling

Google stock fell on a report the DoJ is mulling a breakup of parent Alphabet following last week's antitrust victory versus the internet giant.

Google Stock Sags On Report DOJ Could Seek Alphabet Breakup

DoJ could force divestment of Android operation system and Chrome web browser following the antitrust verdict

US considers breaking up Google after illegal monopoly ruling, reports say

The Department of Justice (DOJ) is reportedly considering breaking up Alphabet's Google (GOOGL) following a federal court's decision that the tech giant maintains an illegal monopoly over the search market, though analysts said it's an unlikely outcome.

Could the US Government Break Up Google After Monopoly Ruling?

Key Points: Google faces legal challenges and new AI competition, threatening its search dominance and market cap.

Google (Nasdaq: GOOG) Is About To Get Pinched

Alphabet's Google is in focus Wednesday as speculation swirls that the Department of Justice may push for a breakup of the search engine giant.

Will the Justice Department Break Up Google? What You Need to Know

The Department of Justice (DOJ) is considering breaking up Big Tech titan Alphabet Inc  (NASDAQ:GOOGL), after a court ruling determined the company monopolized the online search market, per a Bloomberg News report.

Antitrust Scrutiny Pulls Put Traders to Alphabet Stock

24/7 Wall St. Insights A federal court decided that Google is a monopoly.

Will Google Have to Lose Android?

Alphabet Inc (NASDAQ:GOOG) Google surprised mobile phone market watchers by unveiling its new range of Pixel 9 phones two months earlier than expected. AI dominated the launch with the new Android system phones integrated with Google's Gemini smart assistant to enhance user interaction through chat capabilities.

Google puts AI at centre of new phones in surprise early launch

Google wants everyone to know it's moving fast again. It showed off new AI features and devices at its "Made by Google" event on Tuesday.

Google is moving fast again — but big problems cloud its path

Peloton

Fitbit Premium users will have access to a library of video workout classes from Peloton.

Peloton Stock Is Surging on Google Partnership

Apple

Google's live demo on Tuesday had some bugs, but the company showed that it's ahead of its rivals when it comes to bringing artificial intelligence to smartphones. The company's Gemini features for smartphones are real and are shipping — at least for testing purposes — in the coming weeks.

Google's live demo of Gemini ramps up pressure on Apple as AI reaches smartphone users

Reddit Inc

Reddit has climbed to the top of Google results following a series of updates by the search giant. Reddit, which held its IPO in March, needs to convince a growing number of those visitors to register for official accounts, as so-called logged-in users generate much higher rates of ad revenue.

Reddit's increased reliance on Google traffic has Wall Street anxious to see if visitors sign up

A rare bid to break up Alphabet Inc.'s Google is one of the options being considered by the Justice Department after a landmark court ruling found that the company monopolized the online search market, according to people with knowledge of the deliberations.

US considers a rare antitrust move: Breaking up Google

The US Department of Justice is considering breaking up Google, according to reports from Bloomberg, the New York Times and others.

US authorities considering breaking up Google - reports

Corning

Corning stock has sold off ~15% from its recent high, but recent AI-related business developments indicate strong growth potential going forward. A big new fiber-optic supply agreement with Lumen Technologies is bullish and equates to 10% of Corning's global fiber capacity over each of the next two years. In another bullish catalyst, today, we learned that Google's entire new lineup of AI-powered Pixel 9 smartphones will use Corning's "Gorilla Glass Victus 2" displays.

Corning: Bullish AI Catalysts From Partners Lumen And Google

Google has been in the smartphone business for a long while now—with seemingly little to show for it. But even the company that powers 91% of the world's internet searches needs a little extra help sometimes.

Google's New Phones Aren't Really About the Phones

Humana

Seth Klarman's hedge fund, Baupost Group, cut its position in Google-owner Alphabet in the second-quarter of 2024 while also snapping up a stake in health insurance company Humana, new 13-f filings shows.

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