Group 1 - Google (NASDAQ: GOOG, NASDAQ: GOOGL, TSX: GOOG:CA) is perceived to offer a significant investment opportunity at the $170 price range despite narratives of declining search performance and weaker technology compared to competitors like NVDA and AMZN [1] - MMMT Wealth, led by Oliver, focuses on gathering insights from various financial sources to form investment opinions with a long-term perspective of 3-5 years [1] - Oliver has 5 years of investing experience and 4 years as a CPA, emphasizing the importance of thorough research in identifying high-potential businesses [1]

Core Viewpoint - Alphabet's stock has faced a nearly 10% decline year-to-date, reflecting broader market trends shifting away from high-growth tech stocks to safer assets [1][2] Group 1: Market Performance - Alphabet's stock price is currently $168.19, with a 52-week range between $147.21 and $207.05 [1] - The company has a dividend yield of 0.48% and a P/E ratio of 20.89, with a price target of $210.59 indicating a potential upside of 25.44% [1][9] Group 2: Competitive Landscape - Google's search business, which is crucial for its valuation, is facing competition from AI-driven platforms like OpenAI's ChatGPT and xAI's Grok, which provide synthesized answers that may reduce traditional search usage [3][5] - Despite this competition, Google maintains a dominant market share of approximately 88% in U.S. search, with search and other revenue reaching $54 billion in Q4 2024, a 12.5% increase year-over-year [4][10] Group 3: AI Initiatives - In response to AI competition, Google has launched the Gemini AI model and enhanced its search capabilities with AI Overviews, which are now active in over 100 countries [7] - CEO Sundar Pichai has stated that these AI enhancements have increased user engagement in search, with early data suggesting strong search volume where AI Overviews are implemented [8] Group 4: Financial Outlook - Alphabet's Q4 earnings report revealed a $75 billion capital spending plan for 2025, a 43% increase from 2024, aimed at bolstering its AI and cloud infrastructure [9] - Although there was a slight revenue miss in Q4 2024, Alphabet's core businesses showed resilience, with YouTube ad revenue at $10.47 billion and Google Cloud revenue growing 30% to $11.96 billion [10] - Analysts project full-year EPS growth of 14-16%, with Alphabet trading at a historically low valuation given its significant investments in AI [11] Group 5: Technical Analysis - Alphabet's stock recently found support after dropping below $160 and has since reclaimed the $170 level, indicating a potential short-term bottom and upside if market sentiment improves [12] Group 6: Investment Consideration - Despite recent pullbacks due to market weakness and AI competition concerns, Alphabet's strong financials, continued search dominance, and aggressive AI investments suggest the stock may be undervalued and present an attractive opportunity for long-term investors [13]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Google said it has fixed a vulnerability in its Chrome browser for Windows that malicious hackers have used to break into victims’ computers.In a brief note on Tuesday, Google said that it fixed the vulnerability, tracked as CVE-2025-2783, that was discovered by researchers at security firm Kaspersky earlier this month.  Google said it was aware of reports that an exploit for the bug “exists in the wild.” The bug is referred to as a zero-day because the vendor — in this case, Google — was given no time to ...

Google (NASDAQ: GOOGL ) (NASDAQ: GOOG ) is one of my favorite tech stocks available on the public market; although I don't own it due to its more moderate return prospects among tech companies, I do admire itsOliver Rodzianko is an accomplished investment analyst grounded in timeless value principles, specializing in the technology sector with expertise in AI, semiconductors, software, and renewable energy. He focuses on companies with resilient management and lasting competitive advantages, often taking lo ...

A handout picture from October 2019 shows Sundar Pichai with one of Google's Quantum Computers in the Santa Barbara lab, California, U.S. Picture taken in October 2019. Google/Handout via REUTERS THIS IMAGE HAS BEEN SUPPLIED BY A THIRD PARTY.One of Google's top executives working on quantum computers said he believe the technology is only five years away from running practical applications that can't be calculated on modern computers.Julian Kelly, Google Quantum AI's director of hardware, told CNBC's Deirdr ...

Waymo self-driving cars with roof-mounted sensor arrays traveling near palm trees and modern buildings along the Embarcadero, San Francisco, California, February 21, 2025.Waymo's officially on its way to the nation's capital.The Alphabet-owned autonomous driving robotaxi service will be available in Washington, D.C., in 2026, the company announced Tuesday. "I've experienced firsthand how safely the Waymo Driver operates around pedestrians, cyclists, and other vulnerable road users," said Governors Highway S ...

Waymo said Tuesday it will begin offering robotaxi rides via the Waymo One app in  Washington D.C. in 2026. Before it can launch commercially, the company will have to up its lobbying game in the capitol, where autonomous vehicle permits still require a human behind the wheel.  The news from Waymo comes as the Alphabet-owned company aggressively expands its robotaxi coverage to cement its lead ahead of potential competitors like Amazon’s Zoox and Elon Musk’s Tesla. Musk said Tesla will launch a robotaxi se ...

At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable advice to help you achieve better returns.All of the analysis we produce is designed to help you make smart decisions in the market, backed by expert research you won't find elsewhere.Follow us today and take control of your portfolio.Analyst’s Disclosure: I/we have a beneficial long position i ...

Assaf Rappaport, Wiz, on Centre Stage during day one of Web Summit 2021 at the Altice Arena in Lisbon, Portugal.Google's acquisition of cybersecurity startup Wiz could be a turning point for an uncertain IPO market and a mergers and acquisitions environment aching from a slowdown in deal activity.Alphabet announced Tuesday that it plans to buy the Israeli cybersecurity startup for $32 billion in its biggest acquisition ever. The deal came months after an initial $23 billion offer fell through and Wiz CEO As ...