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Alphabet: Still A Buy
Seeking Alpha· 2025-06-27 15:53
Alphabet Inc., Aka "Google" (NASDAQ: GOOG ) (NASDAQ: GOOGL ) is at a crucial inflection point here. I was bullish on Alphabet in my last article , and Google's stock has done well since then. However, the emergence of AI has hadAre You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2024 69% return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each morning.Implement my Covered Call ...
Meet the Only "Magnificent Seven" Stock That Is Cheaper Than the S&P 500 (According to This Key Metric)
The Motley Fool· 2025-06-27 10:17
The "Magnificent Seven" refers to seven of the largest tech-focused companies by market capitalization -- Nvidia, Microsoft, Apple, Amazon, Alphabet (GOOG 1.74%) (GOOGL 1.69%), Meta Platforms, and Tesla.These companies are known for outperforming the S&P 500 over the long term. In recent years, these stocks have been responsible for a significant part of broader market gains, especially in 2023. But a prolonged period of outperformance has stretched the valuations of top performers, like Microsoft, which ju ...
Is Alphabet's Stock Absurdly Cheap?
The Motley Fool· 2025-06-27 10:05
Alphabet (GOOG 1.74%) (GOOGL 1.69%) is perhaps the least-loved "Magnificent Seven" stock of all. Many investors are fearful of its base business being disrupted by generative AI products, but that weakness hasn't surfaced yet. Additionally, Alphabet has some other business units that are cashing in on the AI arms race and boosting its overall growth.Alphabet's stock appears absurdly cheap right now, and investors willing to buck the trend can find huge value in its shares. Alphabet's base business is still ...
Amazon Loses Top AI Leader In High-Stakes Talent Shuffle
Benzinga· 2025-06-26 20:15
Amazon.com, Inc.'s AMZN AWS recently lost a key vice president involved in generative artificial intelligence development and the management of its Bedrock service, as competition for AI talent intensifies. The Details: Vasi Philomin, who confirmed his departure via email to Reuters, left Amazon earlier in June after eight years with the company.Philomin played a leading role in generative AI initiatives and product strategy, and was instrumental in overseeing the development of foundation models such as Am ...
Google Future Divides Wall Street As AI Hype Meets Skepticism
Benzinga· 2025-06-26 19:04
Wall Street remains sharply divided on Alphabet Inc‘s GOOGL AI future. What Happened: At a Bank of America Securities-hosted debate attended by over 200 investors, bulls praised Google's data advantage and monetization potential, while bears raised alarms over engagement losses to rivals like ChatGPT, monetization risks, and management opacity.Analyst Justin Post maintained Google parent Alphabet with a Buy with a price target of $200 on Thursday.Post hosted an AI-centric bull and bear debate on Alphabet, a ...
Alphabet: The Buffett Stock
Seeking Alpha· 2025-06-26 16:17
We only have to look 10 years into the past, when there was an Apple ( AAPL ) share with an almost single-digit P/E ratio. And it wasRunner of the TEV Blog | Private InvestorI am a long-term oriented investor and in my early thirties. I hold a law degree and a doctorate in law and love investing and talking about my and others' investments. I regularly write about my research and investments on various investor platforms and the TEV Blog. **My articles represent my opinion only and in no way constitute prof ...
Shopify's E-commerce Growth Picks Up: A Sign for More Upside?
ZACKS· 2025-06-26 16:10
Key Takeaways Shopify's merchant-friendly tools and apps are fueling growth in the booming e-commerce market. Shop Pay processed $22B in GMV in Q1 2025, up 57% year over year, with major brands joining the platform. A new Coinbase and Stripe deal enables USDC payments, enhancing global transactions on Shopify Payments.Shopify (SHOP) is growing its presence in the e-commerce domain by offering user-friendly tools and an extensive app marketplace.According to the Morder Intelligence report, the e-commerce m ...
MIT终身教授何恺明,入职谷歌了
量子位· 2025-06-26 02:11
目前这一消息已在个人主页同步更新: 一水 发自 凹非寺 量子位 | 公众号 QbitAI AI大牛何恺明最新动向来了! 才刚拿下MIT终身教职没多久,这转眼又 加盟谷歌DeepMind任杰出科学家 。 也是在最近,MIT官网发布公告称: 今年MIT工程学院一共有11位教职人员获得终身教职,而何恺明也在名单中。 要知道他去年3月才正式在MIT开讲,这中间几乎只隔了一年左右时间。 回到这次加盟谷歌,从介绍里可以看到,确切来说他应该算是 兼职(part-time) 。 虽然他本人没有透露更多信息,但某书上已经有自称谷歌员工的网友提前剧透了一波: 他即将加入的是DeepMind 基础研究组 ,直属领导的title是L8——离DeepMind老大哈萨比斯还隔着三个老板的距离。 那么问题来了,已经拥有MIT终身教职的何恺明,为啥又选择和谷歌联手呢? 一扒才知道,原来二者早已多次展开研究合作—— 何恺明其人 先简单回顾一下何恺明的履历。 众所周知,何恺明算是CV领域 (计算机视觉) 的传奇人物。 他本科就读于清华大学物理系,博士师从汤晓鸥,毕业于香港中文大学。 | TITLE | CITED BY | YEAR | | - ...
Alphabet: A Defensive Growth Compounder In Hibernation
Seeking Alpha· 2025-06-25 15:57
Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...