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Jefferies Sees Alphabet’s (GOOGL) Data Moat and Cloud Growth Driving Long-Term Upside
Yahoo Finance· 2026-01-12 16:27
Alphabet Inc. (NASDAQ:GOOGL) is among the best software infrastructure stocks to buy according to hedge funds. On January 5, Jefferies reaffirmed its Buy rating but raised its price target on the stock from $320 to $365. As per the update, there were a number of factors that bolstered Jefferies’ positive case, and the first one among them was the “unrivaled data moat” that Alphabet Inc. (NASDAQ:GOOGL) has. Another factor was the company’s capability to sustain Gemini’s dominant position. The firm believes ...
Why Harvey is Using RL Environments
Greylock· 2025-12-09 23:45
Is data a big moat for RV. >> Yeah, I think there's two types of data. And so when we started the company, I think everyone thought of legal data as case law. >> And we've now partnered with Lexus and I think having access to case law and these other data sets is super valuable.But I don't think that is when we think of like the data mode that we think we're going to have as a company. The data that I think is really valuable that I think now people are realizing is valuable is the RLHF data or the reasonin ...