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How Google shifted from a bastion of accurate information to a steward of free expression
CNBC· 2025-09-26 11:00
Google CEO Sundar Pichai waves as he arrives to attend the Artificial Intelligence (AI) Action Summit at the Grand Palais in Paris, France, February 11, 2025. Benoit Tessier | ReutersGoogle long touted the need for factually accurate information on its platforms, but a letter submitted to Congress this week demonstrates how the tech company is shifting to prioritize "free expression."The company's YouTube division on Tuesday said it will soon allow accounts that were previously banned for spreading misinfor ...
Apple Asks EU to Repeal Sweeping Big Tech Antitrust Rules
Yahoo Finance· 2025-09-25 14:26
The Apple App Store app on a smartphone. Apple Inc. has asked European Union antitrust watchdogs to scrap regulations intended to protect digital consumers, arguing they expose users to privacy risks and threaten to undermine innovation. Most Read from Bloomberg The US company reiterated its opposition Thursday to the sweeping rules, which the EU implemented last year to protect consumers and ensure that big tech firms don’t abuse their dominance of internet spheres from mobile apps to search engines. ...
Did Alphabet Just Say "Checkmate" to OpenAI?
Yahoo Finance· 2025-09-24 14:00
Key Points The popularity of ChatGPT and similar models has analysts questioning Alphabet's dominance in online search. But based on Alphabet's financial profile, ad revenue from Google appears to be keeping pace in the AI era. Alphabet has reinvested these profits into other moneymaking opportunities that remain overlooked. 10 stocks we like better than Alphabet › Ever since OpenAI introduced ChatGPT to the public a few years ago, some Wall Street analysts have sounded the alarm for Alphabet (NA ...
Dan Niles Says Alphabet (GOOG) Will Have the ‘Best App’ for AI – ‘They’re in Great Shape’
Yahoo Finance· 2025-09-24 13:00
We recently published These 10 Stocks are Buzzing After Important Analyst Calls. Alphabet Inc. (NASDAQ:GOOG) is one of the stocks analysts were recently talking about. Dan Niles, Niles Investment Management founder and portfolio manager, said in a latest program on CNBC that he believes Alphabet will have the “best app” in terms of AI. Niles said Alphabet’s biggest edge is the user data it has because of YouTube. “I look at Google for the long term and I go, I think they’re going to have the best app in ...
Prediction: Alphabet's AI Advances Could Add $3 Trillion in Market Cap by 2030
The Motley Fool· 2025-09-23 07:41
Core Viewpoint - Alphabet has experienced significant stock price appreciation following a favorable court ruling, with potential for further growth driven by advancements in AI technology and its various business segments [1][2]. Group 1: Stock Performance and Market Capitalization - Alphabet's shares rose nearly 20% in September and 34% year-to-date, pushing its market capitalization over $3 trillion [2]. - The stock trades at 25 times earnings, which is relatively inexpensive compared to other AI-focused companies [2]. Group 2: AI Innovations and Product Enhancements - The introduction of Gemini has accelerated Alphabet's innovation, with AI Overviews and "AI Mode" enhancing the Search experience [4][5]. - Gemini 2.5 is recognized as a leading model in the industry, outperforming competitors like OpenAI [6][7]. - Upcoming features in the Chrome browser will integrate Gemini capabilities, enhancing user experience and expanding Alphabet's distribution power [8][9]. Group 3: Google Cloud Growth - Google Cloud has become the third-largest cloud infrastructure provider, with a 31.7% growth in the last quarter and a 141% increase in operating profits [10][11]. - The cloud division reached profitability in 2023, with a projected operating profit run-rate of nearly $12 billion [13]. - By 2030, Google Cloud could generate $150 billion in revenue and $50 billion in operating profit, potentially valuing the unit at $1 trillion to $2 trillion [14]. Group 4: Waymo and Autonomous Vehicles - Waymo is leading in the self-driving robotaxi market, operating in multiple cities and planning further expansion [15][16]. - The autonomous rideshare market is expected to grow at a 90% annualized rate through 2030, with significant profitability potential [17]. - Waymo's growth strategy includes partnerships with demand aggregators to enhance adoption and establish trust in autonomous mobility [16][18].
Alphabet Stock (GOOGL) Gains as DOJ Ruling Removes Overhang, Analyst Says
Yahoo Finance· 2025-09-22 21:26
Alphabet Inc. (NASDAQ:GOOGL) is one of the Must-Watch AI Stocks on Wall Street. On September 18, Piper Sandler reiterated the stock as “Overweight” and raised its price target on the stock to $285 from $220. According to the analysts, the latest DOJ ruling is likely going to remove any overhangs on the shares. “Google will likely be required to share some data with competitors and outright competitive exclusions disallowed. We think the market is appropriately reflecting a positive outcome for GOOGL, whi ...
Google’s Ad Monopoly Under Microscope as Judge Weighs Remedies
Yahoo Finance· 2025-09-22 09:30
The case centers on ad tech, which is the software used to buy and sell digital ads. - Vuk Valcic/Zuma Press Google is entering the final stretch of an antitrust case targeting its digital advertising monopoly, weeks after emerging largely unscathed from a significant challenge to its online search stronghold. U.S. District Judge Leonie Brinkema on Monday will begin hearing testimony from Google employees, as well as advertisers, publishers and others, as she considers potential penalties against the com ...
VALUE: After Hours (S07 E32): Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital
Acquirersmultiple· 2025-09-21 23:17
During their recent episode, Taylor, Carlisle, and Kai Wu discussed:The Four Pillars of IntangiblesGAAP vs. IntangiblesAmazon and the J-CurvePhDs Good, MBAs Bad: Sorry Business SchoolValue Investor Buying Big TechCapEx, AI, and the Prisoner’s DilemmaSmall Caps vs. Large CapsTrade Wars and IntangiblesYou can find out more about the VALUE: After Hours Podcast here – VALUE: After Hours Podcast. You can also listen to the podcast on your favorite podcast platforms here: Apple Podcasts Breaker PodBean Overcast Y ...
What Is 1 of the Best Artificial Intelligence (AI) Stocks to Buy Now?
The Motley Fool· 2025-09-21 13:15
This top AI stock is up 75% since April.There are several great companies capitalizing on the artificial intelligence (AI) boom that would make solid stocks to buy right now. But among leading tech giants, Alphabet (GOOG 1.27%) (GOOGL 1.23%) stands out.The stock is up over 75% since hitting a 52-week low in April, but it still trades at a reasonable valuation. With 2 billion users and one of the best enterprise cloud services available, Alphabet is well-positioned to help investors outperform the market. Ho ...