Alphabet is rated a Buy ahead of its Q2 earnings report, supported by improving valuation, positive earnings momentum, and technical strength. Despite some setbacks in AI performance and recent talent losses, its Gemini AI models provide speed and cost advantages that could increase its share of generative AI spending. While Google and YouTube face declining ad budget shares, YouTube's rising ad conversion rates may offset this, with gains expected in Q3. The company’s earnings growth outlook remains bullish, with consensus projecting a 20.4% EPS CAGR through 2031, and technical analysis supports a buy stance as long as prices stay above $328.
The S&P 500 dropped below its 50-day moving average amid a selloff driven by oil prices hitting $100 per barrel and rising U.S. Treasury yields, which pushed the 10-year yield to 4.70%. This spike increased fears of Federal Reserve interest rate hike...
PatentVest's latest report analyzes OpenAI's 69 published patent families, showing the company's strategic shift from conversational AI to broader AI applications including generative media, AI agents, and developer infrastructure. This portfolio ref...
Roth Capital increased Alphabet's price target to $440 following strong Q2 results, including a 24% revenue rise and 300% net income jump. Despite a stock sell-off due to rising AI infrastructure spending, analysts view these investments as key to Al...
Google announced that its AI assistant Gemini now has over 950 million monthly users, tripling its user base from last year and approaching ChatGPT's 1 billion monthly users. The growth is driven by new features like Daily Brief and Gemini Spark, ava...
Google introduced a new biometric feature allowing users to unlock or recover their accounts using selfie videos instead of passwords. Users record a short video with guided head movements, which is encrypted and stored securely, to verify their iden...
