As we head into Alphabet's ((GOOGL) earnings report tomorrow, some of the biggest questions analysts will be asking on the conference call should surround Wiz and NVIDIA and those big plans I discussed in my earlier article.But there are two more issues burning like a GPU at OpenAI: their ad model in the age of LLMs and their (undesired) spotlight from the DOJ on antitrust action.It's fair to ask if Google’s advertising model is in jeopardy since Alphabet still generates the majority of its revenue from Sea ...

Over the next three to five years, Google’s primary upside valuation driver will be its proprietary large language models (LLMs). That’s according to Needham analyst Laura Martin, who reiterated Alphabet Inc. GOOGL, Google’s parent company, with a Buy and a $178 price target on Wednesday.She expects GenAI to aid Google’s internal operations and increase revenue growth. Martin adds that Google Cloud will generate revenue from both LLMs and the applications built upon them.Also Read: Google Undercuts Microsof ...