Key Points Many new AI companies are making big promises without much progress to show for it. Alphabet's massive quantity of data from its businesses gives it an advantage in training AI. It also has nearly $99 billion in cash, cash equivalents, and marketable securities at its disposal. 10 stocks we like better than Alphabet › Artificial intelligence (AI) has been around for a while, but it has undoubtedly leaped into the mainstream with the popularity of generative AI tools like OpenAI's Chat ...

Italy's antitrust authority has ordered Meta Platforms, Inc. (NASDAQ:META) to suspend controversial WhatsApp terms amid an investigation into whether the company unfairly sidelined rival AI chatbot providers.Italy Orders Meta To Suspend WhatsApp AI-Related TermsOn Wednesday, Italy's competition watchdog ordered Meta to halt certain WhatsApp contractual terms that regulators say could block competing AI chatbots from accessing the messaging platform, reported Reuters.The Italian Competition Authority, known ...

Core Viewpoint - Alphabet has emerged as the top-performing stock among the "Magnificent Seven" in 2025, achieving a total return of 57% so far this year, recovering from earlier underperformance compared to competitors like Microsoft [1]. Group 1: Stock Performance and Market Position - Alphabet's stock is currently trading at a price of $315.68 with a market capitalization of $3.8 trillion and a price-to-earnings (P/E) ratio of 30, significantly higher than the 15 P/E ratio earlier this year [3][13]. - The stock has shown a daily change of +1.40% and has a 52-week price range of $142.66 to $328.67, indicating substantial volatility and growth potential [3]. Group 2: AI Market Share and Growth - Alphabet's Gemini AI model has gained a 13% share of the AI market in 2025, marking a significant increase from minimal usage, although it still trails behind competitors like ChatGPT [6]. - The company benefits from a cost advantage by utilizing its own data center infrastructure and computer chips for Gemini, making it more profitable compared to competitors like OpenAI and Anthropic [7]. - Despite spending approximately $25 billion quarterly on capital expenditures, Alphabet continues to generate positive free cash flow, allowing for self-funding of its AI expansion [8]. Group 3: Revenue Streams and Growth Drivers - Alphabet's revenue is currently growing at 15% year over year, supported by multiple revenue streams including YouTube, which generates over $10 billion in quarterly advertising revenue, and Google Cloud, which is growing at 34% year over year with over $15 billion in quarterly revenue [10][11]. - The main profit driver remains Google Search, contributing $50 billion in quarterly sales, indicating a robust and diversified revenue model [10]. Group 4: Future Outlook - The long-term earnings growth potential for Alphabet is strong, particularly if Gemini continues to capture market share in the AI sector [9]. - The rapid growth of earnings per share (EPS) is expected to bring down the P/E ratio over time, suggesting that Alphabet may still be a worthwhile investment for long-term holders despite its current high valuation [14].

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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].

As demand for artificial intelligence (AI) remains strong, investors are wondering who the biggest winners will be going into next year.The rise of artificial intelligence (AI) has served as an unprecedented bellwether for technology stocks over the last three years. In particular, semiconductor stocks including Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom were all ushered into the trillion-dollar club thanks to the AI revolution.As investment in AI infrastructure continues to unfold, I think it ...

Alphabet has invested in several space companies.Alphabet (GOOGL 3.22%) (GOOG 3.16%) is best known for Google, which is the most dominant search engine on the planet. Google commands an approximate 90% market share in search, in large part due to the distribution advantages it has. The company owns both the world's leading web browser in Chrome and the No. 1 smartphone operating system in Android.Alphabet also has a search revenue-sharing deal with Apple to be the default search on all its devices. This ess ...

Core Insights - Alphabet's cofounders, Larry Page and Sergey Brin, have seen significant increases in their net worth, surpassing other tech billionaires like Jeff Bezos, Larry Ellison, and Mark Zuckerberg [1][2] - As of the latest data, Page and Brin's combined wealth stands at $511 billion, largely due to a surge in Alphabet's stock price [2][8] Wealth Increase - Since the beginning of January, Page and Brin have added $97 billion and $88 billion to their fortunes, respectively, totaling a joint increase of $185 billion [2] - Their wealth gains are notably higher than those of other tech leaders, with Ellison and Nvidia's Jensen Huang seeing increases of $46 billion and $39 billion [2] Stock Performance - Alphabet's stock has surged over 50% since mid-August, rising from $200 to over $300, contributing to the substantial increase in Page and Brin's wealth [8] - The company's market value is currently at $3.7 trillion, with Page and Brin each owning about 6% of Alphabet [8] AI Developments - Positive reception for Alphabet's new AI model, Gemini 3, has renewed investor optimism regarding the company's potential to lead in the AI sector [9] - Alphabet has also benefited from reduced antitrust concerns and a significant deal with Anthropic, which has further boosted stock prices [9]

Core Insights - President Trump is focusing on promoting artificial intelligence (AI) as a key component of his agenda leading into the 2026 election, despite growing voter skepticism about its implications [1][3] - The AI sector is seen as crucial for economic growth, with significant investments and projects being announced, yet local opposition is rising due to concerns over electricity costs and job displacement [2][5][9] Industry Developments - The Trump administration is actively supporting AI initiatives, including signing an order to prevent states from imposing restrictions on AI, emphasizing the need for the U.S. to maintain technological leadership [3][16] - Major tech companies are significantly increasing their capital expenditures, with projections suggesting spending could exceed $500 billion in 2026, indicating strong confidence in AI's potential [18] Economic Impact - Analysts estimate that the AI boom contributed to over half of U.S. GDP growth in the first half of 2025, highlighting its importance to the economy [17] - The Department of Labor is investing in skills training to prepare the workforce for AI-related jobs, aiming to mitigate fears of job losses due to automation [8] Local Opposition and Political Ramifications - There is a notable increase in local opposition to data center projects, with $98 billion in investments reportedly blocked or delayed in the second quarter of 2023, reflecting grassroots concerns about rising utility costs [9][10] - Political dynamics are shifting, with recent Democratic victories in Virginia and New Jersey attributed to voter concerns over the economic impact of AI and data centers [4][21] Future Outlook - The White House plans to release an executive order aimed at expanding the U.S. electric grid, which is expected to address the anticipated increase in energy consumption from data centers [22][23] - Both political parties recognize the need for more comprehensive AI strategies, but currently lack cohesive plans, indicating a potential area for future policy development [20]

Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) shares closed lower during Thursday's session.The European Commission recently launched an antitrust investigation into Google for using content from publishers and creators to train its artificial intelligence (AI) models.Meanwhile, Piper Sandler analyst Thomas Champion maintained an Overweight rating on Alphabet on Thursday and raised the price target from $330 to $365.With the recent buzz around Alphabet, some investors may be eyeing potential gains from the comp ...