Alphabet's Google has appointed longtime executive Amin Vahdat as chief technologist for AI infrastructure, Semafor reported on Wednesday, citing an internal memo, as tech giants pour billions into th... ...

Google-parent Alphabet bet in SpaceX appears to have paid off in a big way, as it invested in the company 10 years ago when it was believed to be worth just $10 billion. ...

Google-owned YouTube TV is introducing a slate of slimmer, genre-specific channel packages in early 2026 https://t.co/sAo6KqN3e7 ...

Yet GOOGL stock’s performance tells an equally compelling story. The renewed confidence in its AI execution sent Alphabet’s valuation surging toward the $4 trillion mark, placing it firmly among the world’s most valuable companies. Investors may have stepped into 2025 questioning whether Google was falling behind in AI, but the stock has flipped the script and is up 67.59% year-to-date (YTD). GOOGL now leads the elite “Magnificent Seven” this year.Its Gemini models further reinforce Alphabet’s leadership in ...

Microsoft, Meta, Google and Apple were among the 13 companies that received a warning from a bipartisan group of state attorneys general, according to a letter from the state leaders, who said their c... ...

Core Viewpoint - The article discusses the short-term benefits Lumentum has gained from AI, while suggesting that Alphabet presents a more promising long-term investment opportunity due to its diversified revenue streams and substantial profitability [1][2]. Lumentum's Performance - Lumentum has experienced significant growth, with its stock surging 267% year-to-date [1]. - The company reported a 58% increase in revenue for the first quarter, reaching nearly $534 million, and non-GAAP net income rose from $0.18 per share to $1.10, surpassing Wall Street's estimate of $1.03 [5]. - Management provided strong guidance for the second quarter, expecting sales of $650 million, a 62% increase from the previous year [6]. Market Context - The data center spending is projected to increase significantly, with Nvidia's CEO estimating that big tech companies will invest between $3 trillion to $4 trillion over the next five years, which could benefit Lumentum [6]. Alphabet's Advantages - Alphabet generated $102 billion in sales in the most recent quarter, with earnings per share of $2.87, supported by its diverse business segments [9]. - The company is actively competing in the AI chatbot market with its Gemini 3 chatbot, which has 650 million weekly users, and its AI Mode on Search has 2 billion monthly users [11]. - Alphabet has over $24 billion in free cash flow available for investment in new AI ventures, indicating a long-term advantage over Lumentum [12]. Valuation Comparison - Alphabet's price-to-earnings ratio is 31, significantly lower than the tech sector's average of 46 and Lumentum's P/E ratio of 203, suggesting that Alphabet offers better value for investors [13].

Group 1: Meta Platforms and AI Glasses - Meta Platforms' partnership with EssilorLuxottica has led to significant success in AI glasses, transforming a capital-intensive experiment into a commercially viable business [1] - The emergence of generative AI has prompted major investments in the eyewear sector, exemplified by Alphabet's $150 million commitment to Warby Parker [1] Group 2: Google's AI Glasses Launch - Google plans to launch its first AI glasses next year, collaborating with Samsung and Gentle Monster, in addition to Warby Parker [2] - The glasses will utilize Google's Android XR operating system and will allow audio-based interaction with the Gemini AI assistant, along with an in-lens display for translations and directions [3] Group 3: Alphabet's Financial Performance - Alphabet has seen a remarkable stock performance, with GOOGL stock generating over 70% returns in the last 12 months, significantly outperforming the S&P 500 Index, which returned 13.35% [4] - The ongoing rally in AI investments has led to speculation about an AI bubble, with concerns about whether returns will match the substantial infrastructure investments [5] Group 4: Valuation Metrics - GOOGL is considered overvalued based on various metrics, with a forward P/E ratio of 30x, which is 26.5% above its five-year historic average of 23.8x [6] - The stock is trading at a price-to-sales ratio that is 62% above its five-year average, and on a price-to-cash flow basis, it is at a multiple of 24.29x, which is 44% above its five-year average [6]

While ChatGPT still holds the lead in total users, Gemini is growing six times faster, according to a recent report ...

YouTube said Wednesday it will roll out new genre-based subscription plans for YouTube TV in the US early next year, underscoring the platform’s growing clout in the American pay-TV market and its push to lock in sports fans.The new “YouTube TV Plans” will offer more than 10 genre-based packages, including a sports plan featuring broadcasters such as ESPN, FS1 and NBC Sports Network.Viewers will also be able to add NFL Sunday Ticket and RedZone, while keeping features such as unlimited DVR and multiview, wh ...

Bitwise Asset Management has brought one of the crypto market’s earliest index products into the mainstream trading arena with an announcement that the Bitwise 10 Crypto Index ETF (NYSE:BITW) has officially commenced trading on NYSE ARCA. • Bitcoin stock is down today. Where is BTC stock headed next?First unveiled in 2017 as the world’s earliest crypto index fund, BITW has now been repackaged as an exchange-traded product designed to give broad exposure to the sector’s largest digital assets. The fund was ...