Core Viewpoint - Alphabet remains a strong investment despite recent share price fluctuations, with a current price around $306.91 after hitting an all-time high of $329 in November [1][6]. Company Overview - Alphabet is a dominant player in the tech industry, owning key assets such as Google, Chrome, YouTube, and Android, along with ventures like Waymo and Wing [4]. Financial Performance - The company generated $73.6 billion in free cash flow over the past four quarters, and it is trading at 29 times trailing earnings, making it one of the more affordable options among major tech stocks [5]. Market Position - Alphabet has a market capitalization of $3.7 trillion and has historically outperformed the stock market, indicating strong potential for continued success [7]. Investment Strategy - The current share price may fluctuate, but the focus should be on long-term investment in quality companies rather than short-term market timing [7].

谷歌算力「闹饥荒」，连CEO「劈柴」也不得不亲自下场分芯片了！ 在外界眼中，谷歌是一个富可敌国、资源无限的巨无霸。 它拥有搜索、Chrome、Gmail等数款月活用户超过20亿的超级产品，每一个都是印钞机。 此外，为了保持在AI时代的领先地位，谷歌今年计划投入的资本支出更是达到了910亿至930亿美元。 即便如此，在谷歌内部，仍弥漫着一种「算力饥荒」的焦虑。 今年早些时候，谷歌的一众核心高管被紧急召集，讨论一个在部分员工眼中已经「生死攸关」的问题： 公司的芯片已经不够分了，该怎么协调？ 由于算力告急，各大产品线的负责人为争夺有限资源陷入了激烈的拉锯战。 于是，一个全新的高管委员会被组建起来，决定公司有限的算力资源该如何分配： ·是优先供给谷歌云去赚取真金白银？ ·是输送给搜索业务稳固江山？ ·还是砸向谷歌DeepMind，去赌一个AI的未来？ DeepMind掌门人Demis Hassabis，肩负着谷歌的AGI信仰。 DeepMind CTO兼谷歌首席AI架构师Koray Kavukcuoglu，掌控技术底座。 为分芯片，大佬们「打起来了」 算力短缺在谷歌内部引发了不小的紧张气氛，各大产品线负责人为了有限的 ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the most widely held stocks by hedge funds in 2025. On December 19, Wedbush analyst Scott Devitt lifted the price target on Alphabet Inc. (NASDAQ:GOOGL) to $350 from $320 while maintaining an Outperform rating on the stock. The firm told investors that consumer internet companies delivered solid returns in the year, averaging 23% across 24 covered companies compared to 19% for the NASDAQ. Wedbush expects performance to diverge in 2026, with investors taking into accou ...

Key Points It will be the first time since going public that Berkshire will have a leader other than Warren Buffett. Warren Buffett is likely to go down as one of the greatest investors of all time. Despite the big change, Buffett and his team recently initiated a large new position in an artificial intelligence stock that has crushed it in its 11 years as a public company. 10 stocks we like better than Alphabet › With just days remaining in 2025, soon Warren Buffett will no longer be the CEO of ...

How to force-update Phantom in Chrome:1. Go to chrome://extensions2. Turn “Developer Mode” ON3. Click “Update”4. Turn “Developer Mode” OFFYou should now be on the latest version of Phantom 👍 ...

In response to Japan’s Mobile Software Competition Act (MSCA), Apple Inc. (NASDAQ:AAPL) and Google-parent Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) have announced significant changes. Japan's MSCA Opens App Store CompetitionThe MSCA, which took effect on Thursday, introduces new options that allow developers to distribute apps through alternative app stores and handle payments for digital goods and services outside Apple's in-app purchase system.These changes, while providing new opportunities for develope ...

Group 1 - META has a lower Price to Operating Income (P/OpInc) ratio compared to Alphabet, indicating a potentially more attractive valuation [3] - Despite the lower valuation, META exhibits higher growth in revenue and operating income than Alphabet [3] - The discrepancy in stock price between META and Alphabet may suggest that purchasing META stock could be more advantageous than acquiring GOOGL stock [2][4] Group 2 - A method to evaluate Alphabet's stock price involves analyzing its performance metrics over the past year, which may indicate whether the current valuation is justified [6] - Prolonged underperformance in revenue and operating income growth for Alphabet could suggest that its stock is priced high relative to peers and may not recover quickly [6] - The Trefis High Quality Portfolio aims to mitigate stock-specific risk while providing upside potential, outperforming benchmarks like the S&P 500 and Russell indices [5][7]

Core Viewpoint - Google stock has gained significant attention due to new AI product launches and ongoing antitrust developments, raising questions about its future valuation and potential for further appreciation [2][3]. Financial Performance - Alphabet has achieved an average annual growth rate of 11.0% in its top line over the last three years, with revenues increasing by 13% from $340 billion to $385 billion in the past 12 months [7]. - Quarterly revenues rose by 15.9% to $102 billion in the latest quarter, up from $88 billion a year prior [7]. - GOOGL's operating income for the last 12 months was $124 billion, reflecting an operating margin of 32.2% [8]. - The company produced nearly $151 billion in operating cash flow during the same period, with a cash flow margin of 39.3% [8]. - GOOGL reported a net income of approximately $124 billion, indicating a net margin of around 32.2% [8]. Valuation and Market Position - GOOGL is currently viewed as fairly priced, with a high valuation reflecting its strong operational performance and financial health [3]. - The company's market capitalization stands at $3.9 trillion, with a debt of $34 billion, resulting in a debt-to-equity ratio of 1.1% [10]. - GOOGL's cash and cash equivalents amount to $98 billion, producing a cash-to-assets ratio of 18.4% [10]. Resilience and Recovery - GOOGL has shown moderate resilience during economic downturns, performing slightly better than the S&P 500 index during various recessions [9]. - The stock experienced a peak-to-trough decline of 44.3% from November 2021 to November 2022 but fully recovered to its pre-crisis high by January 2024 [11]. - GOOGL stock has demonstrated a strong recovery pattern, rebounding from significant declines during past crises, including the 2008 financial crisis and the COVID-19 pandemic [11].

Google Issues Emergency Update For All 3 Billion Chrome Users—Attacks ConfirmedJust days after warning that Android is under attack, with two vulnerabilities now being exploited in the wild, Google has confirmed the same for Chrome. Another zero-day. Another warning attacks are underway. Another emergency update. https://t.co/04z5FzANfb ...

Google Updates Chrome On iPhone—Stop Using Browser, Warns AppleApple warns iPhone users to stop using Chrome and stick to its own browser instead. “Unlike Chrome, Safari truly helps protect your privacy,” it says. “Safari works to prevent advertisers and websites from using the unique combination of characteristics of your device to create a ‘fingerprint’ to track you.” https://t.co/Owpz31sEax ...