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Alphabet isn't just search anymore, it's priced like an AI play
Alphabet has spent most of its life being treated as a proxy for the health of online advertising. That lens no longer fits.
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Alphabet Isn’t a Search and Ad Company Anymore. Now It’s Valued Like an AI Stock
Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) remains the dominant force in search and digital advertising, holding approximately 90% ...
Alphabet stock has slid this year as concerns rise about AI eroding its search business. However, some analysts on Wall Street see the year-to-date drop as a buying opportunity. Here's why they ...
While Alphabet faces economic uncertainty, its business model is also under attack. The past three times Alphabet reached those lows, nobody questioned whether the Google search engine would be used ...
Google’s portfolio is heavily tilted toward healthcare and biotech with its largest holding being Planet Labs at $438M. Figma operates as a cloud-based platform for interface design, enabling teams to ...
Alphabet is a member of the " Magnificent Seven " group of stocks that's been dominating Wall Street for the last several years, and it's also one of the biggest publicly traded companies in the world ...
Investors are starting to realize that Google Search isn't going away. A judge ruled that Alphabet doesn't need to be broken up. Alphabet is still one of the cheapest big tech stocks on the market. 10 ...
I’ve long touted Alphabet (NASDAQ:GOOG) as one of the top Magnificent 7 tech stocks I think is worth buying and holding for the long-term. That thesis still holds true, perhaps more so today than a ...
Alphabet (NASDAQ: GOOGL) is drawing renewed institutional interest as its core cash engines in search, YouTube, and Chrome provide stable funding for aggressive AI and chip expansion. Berkshire ...
The Google parent company said the acquisition would increase data center capacity to meet growing demand for AI.
My highly contrarian 'Sell' view on Alphabet has played out as expected. But now, although I still see many challenges ahead, I am upgrading my view to a 'Neutral/Hold'. Alphabet is losing share in ...
Alphabet Inc. continues to break new all-time highs and has significantly outperformed its peers, driven by strong fundamentals rather than an AI bubble. The recent strong Q3 results have set a ...
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