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Alphabet: Emerging From The AI Pack (NASDAQ:GOOG) (NASDAQ:GOOGL)
Seeking Alpha· 2025-12-02 01:00
If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end November, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potentia ...
GOOGL "Platform Game" Against NVDA, Price "Reasonable" to A.I. Peers
Youtube· 2025-12-01 20:15
So, we're closing in on 4 trillion market cap for Alphabet Google. This name has continued to make news. It has been an AI leader. We're seeing deals with Meta. Right now, the market cap is 3.815%. So, everybody is watching that 4 trillion mark. We also saw a new price target of 375, up from 330 today. Let me bring in my panel, John Freeman, Ravenswood Partners, and John Buckingham, editor of the Prudent Speculator newsletter. John, what's the latest on what's been going on with Google's Gemini, Gemini 3, I ...
Wall Street is Still Pounding the Table Over Nvidia, Alphabet and Wynn
247Wallst· 2025-12-01 14:20
Analysts at Morgan Stanley just reiterated an overweight rating on Nvidia with a $250 price target. Analysts at Guggenheim says Alphabet could run even higher. The firm raised its price target on GOOG to $375 from $330 with a buy rating. ...
"Not Surprised" in GOOGL Rally: Gemini, Cloud & Waymo Lead Future Growth
Youtube· 2025-12-01 14:00
We want to welcome in our next guest. That is Ally Moorabi, senior equity analyst at West Endon Capital Management. Ally, you can tell I'm coming off of a Thanksgiving holiday weekend here, mixing up the members of the Mag 7.Um, all right, let's talk about Alphabet Google. It is at the top of the leaderboard uh for the Mag 7 this year. Um, given its performance earlier this year, does this surprise you at all or no.Actually, Diane, um Diane, I I got to tell you, it doesn't surprise me. Um you know, we were ...
Alphabet Is Reshaping AI With Gemini 3, TPU Push, and Market Momentum
Investing· 2025-12-01 05:31
Market Analysis by covering: Alphabet Inc Class C. Read 's Market Analysis on Investing.com ...
Sergey Brin gifts $1.1 billion in Alphabet stock after AI rally
Fortune· 2025-11-30 22:19
Core Insights - Sergey Brin donated over $1.1 billion worth of Alphabet Inc. stock, primarily to a nonprofit he founded, Catalyst4 [1][2] - The donation includes approximately $1 billion in stock to Catalyst4, which focuses on research into central nervous system diseases and climate-change solutions [2] - Additional contributions include about $90 million to Brin's family foundation and $45 million to the Michael J. Fox Foundation for Parkinson's disease research [3] Financial Impact - Brin's net worth has increased significantly this year, reaching $255.5 billion, making him the world's fourth richest person [4] - The surge in his wealth is attributed to a rally in Alphabet shares, which peaked at $323, driven by advancements in artificial intelligence [4] - Brin's total fortune has gained $97.3 billion so far this year, reflecting a strong performance of Alphabet's stock [4]
The Top 3 Risks Alphabet Investors Should Not Ignore
The Motley Fool· 2025-11-30 13:10
Core Insights - Alphabet is a dominant tech company but faces significant long-term challenges that require careful monitoring by investors [1][14] Group 1: Structural Challenges - A fundamental shift in information retrieval is occurring due to generative AI, which threatens Alphabet's traditional search business model [3][4] - AI reduces the need for traditional search queries, leading to a potential decade-long erosion of Alphabet's revenue streams [4][5] Group 2: Regulatory Pressures - Alphabet's success has attracted regulatory scrutiny, which poses a significant risk to its growth [6][8] - Regulatory changes could force Alphabet to alter its business practices, potentially undermining its competitive advantages built over decades [8][9] Group 3: Competitive Landscape - Rising competition from AI-native companies like OpenAI and Perplexity is reshaping the competitive environment, challenging Alphabet's market position [10][12] - Major tech companies are enhancing their AI capabilities, which could impact Alphabet's growth and profitability in various sectors [12][13]
谷歌联合创始人谢尔盖·布林捐出价值70亿元股票
Cai Jing Wang· 2025-11-30 11:53
谷歌联合创始人谢尔盖·布林近日捐出了价值逾11亿美元(相当于77亿元人民币)的Alphabet(谷歌母公 司)公司股票,其中大部分流向了他本人创立的一家非营利机构。 根据周五(28日)提交的监管文件披露,这笔捐赠涉及超过350万股股票,但文件并未说明受赠方的具 体名字。布林家族办公室的一位发言人表示,其中约10亿美元的股票将捐给他在2021年创立的非营利组 织Catalyst4。该机构的宗旨是同时支持中枢神经系统疾病研究以及气候变化解决方案。 发言人还表示,布林将向其家族基金会捐赠约9000万美元,并向"迈克尔·J·福克斯基金会"捐赠4500万美 元,后者专注于帕金森病研究。今年5月,布林也曾向这三个慈善机构捐出价值7亿美元的Alphabet股 票。 现年52岁的布林目前是全球第四大富豪,根据彭博亿万富翁指数,他的身家约为2555亿美元。今年以 来,受Alphabet股价大涨拉动,他的财富大幅增加。受公司在人工智能方面的进展提振,Alphabet股价 周二一度涨至323美元历史高位。布林合计持有公司约6%的股份,今年迄今其净资产已增加973亿美 元。 ...
2025: The Year Of Alphabet (GOOG)
Seeking Alpha· 2025-11-30 05:30
Core Insights - The Nasdaq 100 has experienced a significant decline since its peak on October 29, with the 25 largest stocks in the index losing approximately $1 trillion in market capitalization [2] - Among the eight "trillion-dollar companies" within the Nasdaq 100, four have reported a decrease in their market caps [2]
The Deal With Meta: Google's AI Chips To Power A New Cycle Of Growth
Seeking Alpha· 2025-11-30 03:23
Core Insights - Alphabet Inc. (GOOG, GOOGL) has been experiencing strong momentum with a series of positive developments over recent months [1] Company Overview - The company is viewed favorably by shareholders, with one individual noting an average entry price of $185 per share [1] - The focus is on identifying GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation in stock selection [1] Investment Strategy - The investment strategy is centered around stocks that present limited downside risk and significant upside potential [1] - The portfolio manager has a background in business studies across multiple countries, indicating a diverse educational foundation [1] Market Position - The company is highlighted as a popular choice among investors, with the portfolio manager being recognized as a Popular Investor on the eToro platform [1]