Alphabet is rated a strong buy as the market undervalues its diverse AI monetization opportunities, including AI-driven Search, Cloud, and TPU products. Despite a high valuation near $4.4 trillion market cap and 28x trailing earnings, Alphabet's Google Cloud shows robust demand with $462 billion backlog and 63% year-over-year revenue growth. The expansion of AI-powered search and agentic commerce is expected to grow Google's ad market and support earnings growth through 2029. Earlier concerns about AI threats like Getty Images are now considered outdated, reinforcing confidence in Alphabet's AI-driven growth.
Netlist has prompted the US International Trade Commission (ITC) to investigate Samsung and its customers Google, Supermicro, Nvidia, and Broadcom for allegedly infringing two Netlist patents related to Samsung's high-bandwidth memory and DDR5 memory...
In June, Google maintained steady user growth with 2.2 billion daily active users, while AI competitors Claude and Gemini saw sharp increases, growing 9% and 7% respectively. Gemini added the most daily users, gaining 8 million, followed by ChatGPT a...
The market is expected to stay stable and range-bound during the summer doldrums, with limited movement after struggling to surpass previous highs. Hyperscaler capital expenditures (capex) are anticipated to be the main driver for stock performance, ...
Google's parent company Alphabet is increasing its investment in artificial intelligence, which has supported strong business results despite a 7% decline in its shares over the past month. The company is expected to report its Q2 earnings on July 22...
Mark Lanier won a landmark $6 million verdict against Meta and Google, proving their platforms were designed to be addictive and harmful to children's mental health. The case, led by a young plaintiff named Kaley, exposed internal documents showing d...
