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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2 Artificial Intelligence Stocks to Buy Hand Over Fist in May

Bumble

The generative AI revolution is far from over, but that doesn't mean AI stocks, especially those that have enjoyed impressive gains in recent months, are immune to a substantial pullback. The bears and skeptics may have been calling for such a correction for quite some time.

3 Cheap AI Stocks to Buy Now: May 2024

Bill Ackman has an impressive history of outpacing the results of his hedge fund colleagues. His wildly successful approach involves buying high-quality companies and holding them for the long term.

Meet the Artificial Intelligence (AI) Stock That Makes Up 22% of Billionaire Bill Ackman's $11 Billion Portfolio

Alphabet's Google in a court filing on Thursday is seeking a non-jury trial in the U.S. Justice Department's lawsuit accusing the advertising and search giant of anticompetitive practices in the online advertising marketplace.

Google seeks non-jury trial in US ad tech lawsuit, filing says

At the Google I/O 2024 Developers Conference, the company debuted a host of new and innovative AI-powered search features. The lion's share of Alphabet's revenue comes directly from advertising derived from its search engine.

3 Reasons to Buy Alphabet Stock Like There's No Tomorrow

NVIDIA

Quantum computing has the potential to usher in a new era of computing power. While the market is still digesting the ongoing artificial intelligence (AI) revolution, they have yet to focus in on the next big discovery.

Wall Street Favorites: 3 Quantum Computing Stocks With Strong Buy Ratings for May 2024

Microsoft

Google, despite its technical prowess, will need to double down on its efforts to simplify and streamline its AI offerings for developers if it hopes to catch up.

Why Microsoft is still ahead of Google in the war for AI developers

Amazon

American Express

People are living longer, and that means money has to stretch further. Retirement is becoming more difficult for people to attain, but there is a common path to long-term wealth.

3 Longevity Stocks to Own as Folks Try to Live to 100 Years (or More!)

Salesforce

CrowdStrike

Datadog

Garmin

Here's a sneak peek into five fundamentally strong technology stocks that one should consider investing in amid this cooling inflation scenario.

Bet on These Top 5 Technology Stocks Amid Cooling Inflation

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Bulls Look Optimistic About Alphabet (GOOG): Should You Buy?

Commentary: Search was at the core of Google I/O, even though it looks much different from the Google search we're used to.

Google Finally Feels Like a Search Company Again

Apple

The Bay Area's wobbly tech industry is showing signs of stabilizing after suffering years-long waves of wrenching layoffs unleashed by the sector's quest for improved efficiency.

Tech job cuts ease a bit in Bay Area as industry layoffs haunt region

Essential Properties Realty Trust Inc

Gigacloud Tech

NRG Energy

Sprouts Farmers Markets

SkyWest

Super Micro Computer

Taseko Mines

Tenet Healthcare

Weatherford International PLC

Diversifying portfolios across sectors can help mitigate industry risk. Sector performance varies across different phases of the business cycle, with tech and financial stocks outperforming in expansion phases and staples and utilities in recessions. In the past year, the Communication and Technology sectors have soundly outperformed the S&P 500, and Real Estate and Consumer Staples have been the biggest underperformers.

Top Stocks By Sector (SA Quant)

CRISPR Therapeutics

Taiwan Semiconductor Manufacturing

They say the best time to invest was 20 years ago. And indeed, that's not too long after the early 2000s recession bottomed out.

7 No-Brainer Stocks to Buy and Hold for the Next 20 Years: May 2024

“That's what the money is for!” The climactic line from the series Mad Men explains why I just sold my shares of Alphabet (NASDAQ: GOOG ,NASDAQ: GOOGL ).

Alphabet Stock Sell Alert: Why It's Time to Ditch Good Ol' GOOG

ServiceNow

ServiceNow is a leading digital workflow platform that has consistently grown subscription revenue at more than 20% annually for several years. Alphabet's AI leadership and opportunities to deliver superior growth are underestimated by Wall Street.

2 Supercharged Tech Stocks to Buy Without Any Hesitation

Google's use of artificial intelligence to sum up answers to search queries has publishers wondering if traffic to their websites will wither.

Google's AI search revamp puts publishers in a quandary

The Turkish competition authority said on Thursday that it decided to fine Google over its failure to fulfil obligations regarding a part of its local search services.

Turkish competition board fines Google over failure to comply with regulation

Tesla

WASHINGTON — A bipartisan group of four senators led by Majority Leader Chuck Schumer is recommending that Congress spend at least $32 billion over the next three years to develop artificial intelligence and place safeguards around it, writing in a report released Wednesday that the U.S. needs to “harness the opportunities and address the risks” of the quickly developing technology.

Senators urge $32 billion in emergency spending on AI, including safeguards

Lowe's

Hedge-fund manager Bill Ackman's Pershing Square Capital Management liquidated its shares of Lowe's Cos. in the first quarter, according to a regulatory filing Wednesday.

Bill Ackman's Pershing Square dumps stake in Lowe's, keeps Google

Apollo Global Management

Cinemark Holdings

Goldman Sachs

Marvell Technology

Daniel Loeb's Third Point hedge fund has gone deeper into stocks of major tech companies, a filing with the Securities and Exchange Commission showed late Wednesday.

Here are some of the tech stocks Daniel Loeb's Third Point hedge fund has snapped up

Alphabet Inc./Google's I/O 2024 event showcased key features and technological updates, although it still moderately lagged OpenAI's innovation. The company's core strengths, including its wide network of products and user base, give it an advantage despite not being as innovative as OpenAI. Google's I/O event has set a formative base for the company to see its valuation multiples expand, making it a buy.

Google I/O 2024 Takeaway: Slow On Innovation, Strong On Distribution

Celsius Holdings

Walmart

Only 175,000 jobs were added in April. That figure came in below expectations, and unemployment ticked higher to 3.9%.

3 Stocks to Buy Now as Jobs Data Spurs Market Optimism

Costco

Marriott

PayPal

QUALCOMM

Synopsys

The Nasdaq stock exchange lists numerous corporations, and some of them present attractive long-term buying opportunities. While trades can make some money by correctly timing their buy and sell points, time in the market often beats timing the market.

7 Cheap Nasdaq Stocks to Buy Now: May 2024

Google's developer conference firmed up the Alphabet Inc (NASDAQ:GOOG)-owned technology giant's position as an industry leader in artificial intelligence (AI), analysts say. Following the event on Tuesday, Oppenheimer analysts noted: “We continue to see Google as a net AI beneficiary.

News for Alphabet Stock (GOOG)