Alphabet remains a Buy with a $399 price target due to its strong AI capabilities and resilient profit margins. Despite some recent departures from its DeepMind AI division, these are seen as temporary setbacks rather than long-term risks. Google Cloud revenue surged 63% year-over-year to $20 billion in Q1, with a backlog doubling to $460 billion, showing strong demand and execution. Capital expenditure is expected to rise to $180–190 billion for fiscal 2026, supported by an $84.75 billion equity raise, with investors advised to watch for adoption of the Gemini AI model and continued cloud growth after Q2.
Barret Zoph, co-founder of AI startup Thinking Machines and former OpenAI executive, has left OpenAI after a brief return to join Google as vice president of research. Zoph's move highlights the high turnover in the AI industry, especially at OpenAI,...
Over 100 leading tech companies, including OpenAI, Google, Microsoft, and cybersecurity firms like Crowdstrike, have signed an open letter calling for joint efforts between private and public sectors to combat increasing AI-enabled cyber threats. The...
Google introduced a special-edition Fitbit Air that integrates with Pokémon Sleep, a game that rewards players for healthy sleep habits by turning sleep into a gameplay experience. This device tracks daily movement, heart rate, and sleep quality, syn...
Dan Ives highlighted six AI stocks—Microsoft, Alphabet, Amazon, Palantir, CrowdStrike, and NVIDIA—as leaders in the next AI growth phase during a CNBC broadcast. All these stocks were already held in his Dan Ives Wedbush AI Revolution ETF, but this w...
Google has enhanced its AI Mode to act as a virtual travel agent, allowing users to plan and book trips through conversational search. Users can now track flight prices, book hotels, and view costs in points or miles. The tool aggregates options from...
