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The AI race after Google's antitrust win
CNBC Television· 2025-09-03 17:35
We're going to keep it right here with technology, staying with Alphabet and the antitrust victory. The ruling has major implications for the generative AI space as well. Mackenzie Sagalos digs into what this means for Google and the AI startup landscape.Mac, hey. So, going into the ruling DOM, there was fear it would send shock waves through Silicon Valley. And instead, it is being read as good news, not just for Google, but for the handful of well- capitalized players dominating the AI market.An ex Google ...
X @Investopedia
Investopedia· 2025-09-03 17:30
Alphabet shares hit an all-time high Wednesday, a day after a federal court ruling that the company didn't have to divest its Google search engine over concerns it was a monopoly. https://t.co/jnM6PJkQOb ...
Alphabet: The Good And The Bad From The Antitrust Remedy Ruling
Seeking Alpha· 2025-09-03 16:56
Alphabet Inc. (NASDAQ: GOOGL ) stock was soaring on Wednesday following positive investor reception to a crucial antitrust remedy ruling . While the ruling carries both positives and negatives for the company, the most importantJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add an addit ...
Alphabet's Mega Move: How to trade it now
CNBC Television· 2025-09-03 16:54
But the big story is the mega relief for the mega caps. Maybe as a whole, certainly for one of them. After the judge rules Alphabet won't have to break up, Google hits a record high.It is the best day since April. Farmer Jim, your honor, >> Alphabet is now up 39 12% since the so-called Eddie Q selloff. That was May 7th.You said everybody pipe down. Relax. The stock is just fine. The company's just fine.Now, what you say, my friend. >> Now, I say it's uh still undervalued and uh and a meaningful overhang has ...
Alphabet: Breakup Risk Is Dead, Wall Street Upgrades Are Just The Beginning
Seeking Alpha· 2025-09-03 16:30
Hi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset management firm, where I lead multi-asset strategies and manage equity portfolios. My approach combines top-down macro insights with bottom-up stock selection, with particular attention to economic cycles, monetary policy, and systemic risks.While ...
X @TechCrunch
TechCrunch· 2025-09-03 15:53
U.S. District Court Judge Amit P. Mehta outlined remedies on Tuesday that would bar Google from entering or maintaining exclusive deals that tie the distribution of Search, Chrome, Google Assistant, or Gemini to other apps or revenue arrangements. https://t.co/N2Bn9UTVa5 ...
Google avoids Chrome breakup
CNBC Television· 2025-09-03 15:48
Let's turn to this major story in tech today. Alphabet shares jumping after a judge ruled that Google will not be forced to divest its Chrome browser. It's a major antitrust win for the tech company and for big tech.Implications reaching beyond just Alphabet. Our Mackenzie Sagalos and Steve Kovac help us cover every angle in today's tech check. Max kick us off.>> So here in Silicon Valley, Carl, the takeaway is clear. Google keeps its mode. no divevestature of Chrome and Android and it can still pay Apple b ...
Apple Gets 'Home Run Ruling' In Google Antitrust Case: Analyst Says 'Monster Win' For Both Mag 7 Stocks
Benzinga· 2025-09-03 15:21
Shares of both Alphabet Inc GOOGGOOGL and Apple AAPL are trading higher on Wednesday after a ruling from a U.S. judge. Analysts react to the favorable ruling for Alphabet and share why it's a big win for Apple:Wedbush analyst Dan Ives maintained an Outperform rating on Apple with a $270 price target.JPMorgan analyst Samik Chatterjee maintained an Overweight rating on Apple with a $255 price target.Bank of America Securities analyst Wamsi Mohan reiterated a Buy rating on Apple and raised the price target fro ...
深夜!谷歌大涨
证券时报· 2025-09-03 15:20
当地时间9月3日,谷歌大幅高开高走,股价刷新历史纪录。截至发稿,谷歌C涨超8%,总市值突破2.77万 亿美元。 谷歌股价创历史新高。 消息面上,美国法官裁定,谷歌无需剥离旗下Chrome浏览器,也无需分拆安卓操作系统。 2020年10月,美国司法部对谷歌发起反垄断诉讼,指控后者非法垄断搜索引擎和搜索广告市场。2023年 9月,该案件在美国哥伦比亚特区联邦地区法院开庭审理。 梅塔9月2日裁决,谷歌无需剥离Chrome浏览器和安卓操作系统业务,但需与其竞争对手共享搜索结果等 更多数据,谷歌同时需创建反垄断技术委员会监督公司运营。 梅塔解释,未裁定谷歌应剥离Chrome浏览器业务,是因为没有足够证据显示Chrome浏览器是谷歌垄断 网络搜索领域的实质性组成部分。他同时要求谷歌将部分搜索数据与其竞争对手共享,这可能有助于微软 等企业改进相关搜索产品,但谷歌搜索索引这一关键数据库以及可协助网民精确搜索的信息数据库不在共 享之列。 谷歌还需创建五人反垄断技术委员会,确保公司运营符合裁决且其与竞争对手共享数据。 2024年8月,法官阿米特·梅塔 (Amit Mehta) 作出裁决,认定谷歌垄断了搜索引擎市场。检方主张强制谷 ...