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Prediction: These Supercharged Growth Stocks Will Soar by 2028
The Motley Fool· 2025-09-27 09:20
Core Viewpoint - Growth stocks are expected to continue leading the market, particularly with the ongoing advancements in artificial intelligence (AI), presenting significant growth opportunities for certain companies by 2028 [1]. Group 1: Broadcom - Broadcom is well-positioned as the AI market shifts towards inference, with companies seeking alternatives to Nvidia's GPUs [3]. - The company has secured significant contracts, including a potential $60 billion to $90 billion opportunity from Alphabet, Meta Platforms, and ByteDance by fiscal 2027, which is more than double its projected revenue for fiscal 2025 [4]. - A $10 billion order from a fourth customer, believed to be OpenAI, and potential collaborations with Oracle and Apple further enhance Broadcom's growth prospects in custom AI chips [5][6]. Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the only foundry capable of consistently manufacturing advanced chips at scale with strong yields, making it a critical partner for chip designers [8]. - The company anticipates AI chip demand to grow at a compound annual growth rate (CAGR) of over 40% through 2028, with plans to raise prices by up to 10% next year [10]. - TSMC's ability to produce defect-free chips at smaller node sizes provides it with strong pricing power and positions it favorably in the market [9][11]. Group 3: Alphabet - Alphabet has transformed perceived risks from AI chatbots into growth drivers, with increased search growth and the success of its Gemini AI chatbot [12]. - The company has mitigated significant risks, maintaining control over its Chrome browser and Android operating system, which are essential for internet access for billions [13]. - Alphabet's cloud computing segment, combined with its AI models and custom chips, is expected to enhance margins, while its Waymo robotaxi business presents additional growth opportunities [14][15].
Google CEO Sundar Pichai testifies ‘extraordinary' DOJ remedies would cause ‘many unintended consequences'
New York Post· 2025-04-30 17:41
Core Viewpoint - Google CEO Sundar Pichai argues that the Justice Department's proposed remedies to break up its search monopoly would lead to "many unintended consequences" and could undermine the company's ability to invest in research and development as it has for the past two decades [1][3]. Group 1: DOJ Proposals - The DOJ has requested remedies including the forced divestment of Google's Chrome web browser and mandates for data sharing on search results with competitors to enhance market competition [1][5]. - Pichai described the data-sharing requirement as "extraordinary," suggesting it would effectively result in a "de facto divestiture" of Google's online search business [2]. - The DOJ's proposals are considered by Pichai to be more extensive than the European Union's Digital Markets Act, which targets internet gatekeepers [4]. Group 2: Impact on Google - Pichai stated that if the DOJ's remedies are approved, it would make it "unviable" for Google to continue its current level of investment in research and development [3]. - The forced selloff of Chrome and Android could "break these platforms," potentially jeopardizing U.S. national security and allowing other countries, like China, to advance in AI and technology development [11]. - The DOJ has also suggested that if initial remedies do not effectively address Google's monopoly, further actions, including divesting ownership of the Android operating system, may be considered [7]. Group 3: Legal Proceedings - The DOJ's case against Google is in a historic remedies phase, which began on April 21 and is expected to last approximately three weeks [3]. - U.S. District Judge Amit Mehta previously ruled that Google holds a monopoly over online search and has the authority to determine how to address its anticompetitive practices [3]. - The DOJ's antitrust chief has emphasized the dangers posed by Google's monopoly to freedom of speech and digital markets, arguing that leaving the issue unaddressed is irresponsible [12].
Google's multibillion-dollar search engine deal with Apple at high risk in monopoly case
Business Insider· 2025-04-22 19:06
A federal judge will almost certainly target Google's multibillion dollar search engine deals with Apple and other companies as part of a way to remedy the tech empire's illegal online search monopoly, antitrust experts said. On Monday, Google and the Department of Justice began an expected three-week-long court battle in Washington, DC, that could result in a massive shake up of the $1.8 trillion tech behemoth.US District Judge Amit Mehta will ultimately determine Google's fate following the so-called rem ...