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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Amazon

We believe that Alphabet (NASDAQ: GOOG) is currently a better pick over Amazon stock. GOOG stock trades at 22x forward earnings, versus 42x for AMZN.

Google Stock vs. Amazon

Under EU law, digital platforms have to pay for news reuse. But how much should Google pay for article previews?

Google tests removing news articles from search in EU, but it's already backfiring

Apple

Roundhill Magnificent Seven ETF

Microsoft

NVIDIA

Tesla

The "Magnificent-7" tech giants reported strong earnings results for the September quarter, with only Tesla failing to deliver a double beat on top and bottom-line estimates. In this note, we briefly discuss Mag-7 earnings and CAPEX + R&D spending to gauge future ambitions. Despite healthy business momentum, "Mag-7" stock valuations appear stretched, suggesting a cautious approach amid an uncertain macroeconomic backdrop.

Magnificent 7 Are Alive And Well, But A Rest Is Inevitable

British American Tobacco

Enterprise Products Partners

Each month, in the DK Top Buy list, I present my top 5 buy ideas and what I would buy if I were starting from scratch. I swapped two overvalued Ultra SWANs for two new Ultra bargains targeting 3% yield and 20% CAGR income growth. The Fantastic Five offers a 3.1% yield, 20% CAGR long-term income growth, 30% upside in a year, 76% in 2 years, and 165% in five years.

Post-Election Picks: My Fantastic 5 Blue-Chip Bargains For 2025

SoundHound AI Inc

Got $200? 2 Top Growth Stocks to Buy That Could Double Your Money

Why Alphabet Stock Tumbled on Thursday

President-elect Donald Trump's nomination of Republican Rep. Matt Gaetz to serve as attorney general could spell trouble for Google and other Big Tech giant accused of maintaining monopolies.

Why Matt Gaetz's AG nomination could be ‘bad news' for Google, other Big Tech monopolies

The Consumer Financial Protection Bureau reportedly aims to place Google under formal federal supervision. The Washington Post reported Thursday (Nov. 14) and said in a post on social platform X that the move “could subject the technology giant to the regular inspections and other rigorous monitoring that the government imposes on major banks.

Report: CFPB Aims to Place Google Under Formal Federal Supervision

Alphabet Inc (NASDAQ:GOOG)'s search giant Google could soon find itself subject to direct federal supervision under a legal framework typically reserved for financial services firms. According to a report by The Washington Post, the Consumer Financial Protection Bureau (CFPB) wants its monitoring and inspection powers broadened to encompass Google's financial operations.

Google reportedly facing mandatory oversight by Consumer Financial Protection Bureau

Alphabet's Google on Thursday released a smartphone app for its artificial intelligence chatbot on Apple's App Store that introduced the latest generation of its voice assistant to the popular mobile operating system.

Google brings AI voice assistant Gemini Live to iPhone

Francois Chollet, a leading figure in the AI world, is leaving Google after close to a decade.

AI pioneer Francois Chollet leaves Google

Key Points: Except for Russia and China, Google (NASDAQ: GOOG) has controlled the search engine business globally; but now it faces fierce new competition.

Alphabet (GOOG) Is a Short for 2 Reasons

The U.S. Consumer Financial Protection Bureau (CFPB) has taken steps to put Alphabet's Google under formal federal supervision, the Washington Post reported, potentially mounting yet another regulatory challenge for the Big Tech giant.

US regulator looks to put Google under federal supervision, Washington Post says

African governments should give fibre optic cables greater protection from attacks and harmonize policies around layouts to encourage the development of tech infrastructure, a Google executive said on Thursday.

Fibre optic cables should be considered 'critical infrastructure' in Africa, Google says

Alphabet remains a great business but faces regulatory risks and a potential recession, warranting a "Hold" rating despite solid quarterly results. The ongoing U.S. antitrust lawsuit against Google could significantly impact its market dominance, similar to Microsoft's past legal challenges. Alphabet's Q3/24 results show strong revenue and operating income growth, but declining free cash flow raises concerns about valuation.

Google: Still Only A Hold

AI startups like OpenAI and Anthropic and established tech giants like Google alike are struggling to create more advanced AI, sources with knowledge of the matter have told Bloomberg.   ChatGPT creator OpenAI's upcoming flagship AI model codenamed ‘Orion' has failed to live up to hopes it would outpace earlier models, sources told the publication.

OpenAI, Anthropic and Google reportedly struggling to advance AI

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Wall Street Analysts Think Alphabet (GOOG) Is a Good Investment: Is It?

In less than three decades, Alphabet has grown to become one of the world's most valuable companies.

3 Must-Know Facts About Alphabet Before Buying the Stock

This Tech Stock Could Beat the Market. Here's How

Alphabet Inc. (GOOG) has shown impressive resilience in 2024, gaining around 31% amid a challenging economic and regulatory environment.

Here's Google stock's path to $235 by Q1 2025

As strong as Alphabet's recent numbers were, investors should be careful not to ignore the risks it still faces.

Alphabet's Business Is Booming, but There Could Be Trouble Ahead for the Stock

Hailing a Waymo robotaxi in Los Angeles just got easier. On Tuesday, the self-driving company scrapped its waitlist for the area and opened up rides for anyone with the Waymo One app.

Waymo Opens Up Driverless Rides to Everyone in Los Angeles

As Nvidia notches a record high and Google stock teases a breakout, both AI giants also share this note of caution. The post Google And Nvidia Share Three Traits.

Google And Nvidia Share Three Traits. One Is A Cautionary Tale.

Alphabet's Waymo said on Tuesday its autonomous ride-hailing service, Waymo One, is now available to everyone in Los Angeles, a sign of rapid growth and adoption of the technology.

Alphabet's Waymo opens autonomous ride-hailing service to all in Los Angeles

Waymo has opened its robotaxi service to everyone in Los Angeles, sunsetting a waitlist that had grown to 300,000 people. The Alphabet-backed company said starting Tuesday anyone can download the Waymo One app to hail a ride in its service area, which is now about 80-square miles in Los Angeles County.

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