A US judge is expected to issue a ruling soon with remedies to unwind Google’s monopoly of the search market. Here's what you need to know https://t.co/m9USRmofzJ ...

Opera Limited Sponsored ADR (OPRA) reported $142.96 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 30.3%. EPS of $0.26 for the same period compares to $0.22 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $137.81 million, representing a surprise of +3.74%. The company delivered an EPS surprise of -3.7%, with the consensus EPS estimate being $0.27. While investors scrutinize revenue and earnings changes year-over-year and how they co ...

What happened On Aug. 5, 2025, Tredje AP-fonden disclosed a $196 million purchase of Alphabet(GOOGL -0.33%) shares in a newly filed quarterly 13-F report. The Swedish pension fund increased its stake in Alphabet, acquiring 1,198,264 shares during the second quarter of 2025. As of June 30, 2025, the fund's updated position totals 3,484,052 shares, valued at $614.83 million as of August 4, 2025. The disclosure was made in a quarterly filing available here with the U.S. Securities and Exchange Commission. What ...

Product Launch & Expansion - AI Mode for Search is now available in the UK [1] - AI Mode expands on AI Overviews with more advanced reasoning, thinking, & multimodal capabilities powered by Gemini 2.5 [1] - AI Mode is the company's most powerful AI search [1] User Adoption - AI Mode already has over 100 million monthly active users in the U.S and India [1] Rollout - The rollout to the UK started today [1]

Core Insights - Alphabet (GOOGL) is gaining bullish momentum, emerging as a strong contender among the Magnificent Seven after achieving its first golden cross in over two years, indicating potential sustained uptrends [1] - The stock closed at $194.08, reflecting a 0.46% increase for the day and a 3.76% rise over the past week [2] - The stock has cleared a dense volume zone, entering an area of lighter resistance, which often leads to sharp rallies, with key moving averages acting as support [4] Financial Performance - Alphabet reported Q2 2025 revenue of $96.43 billion, marking a 14% year-over-year increase, while net income rose 19% to $28.2 billion [5] - Diluted EPS increased by 22% to $2.31 compared to the previous year, with strong growth in core businesses such as Search, YouTube Ads, and Subscriptions & Devices [5] - Operating margins remained steady despite rising capital investments, providing fundamental support for the stock's rally [5] Analyst Sentiment - Wall Street analysts are bullish on GOOGL, with 28 out of 37 recommending a 'Buy' and no sell ratings, indicating strong confidence in the stock [6] - The consensus 12-month price target for GOOGL is $215.11, suggesting an 11.35% upside potential, with forecasts ranging from $160 to $250 [6] Legal Challenges - Alphabet faces legal challenges, having been found liable for antitrust violations related to its search practices, with a ruling on remedies expected in August [9]

Core Insights - Goldman Sachs analyst Eric Sheridan maintained a Buy rating on Alphabet GOOGL with a price target of $234, citing strong Q2 2025 results and solid momentum in core businesses such as Search, YouTube, and Cloud [1] - The company is aggressively pushing into AI, addressing investor concerns regarding rising capital expenditures and long-term competitiveness in the AI sector [1][5] Financial Performance - Alphabet's updated capital expenditure forecast for 2025 was raised to $85 billion, a 13% increase from prior guidance, with two-thirds allocated to servers and the remainder to data centers [3] - Q3 FY2025 revenue is expected to be $99.69 billion, with GAAP EBITDA of $38.47 billion and GAAP EPS of $2.24; full-year 2025 estimates were increased to $393.87 billion in revenue, $150.97 billion in EBITDA, and $9.75 in EPS [7] AI Strategy and Developments - The increasing usage of Gemini, AI agents, and multimodal search exemplifies Alphabet's evolving AI strategy, with confidence in transforming Search through a multi-surface AI approach [4] - Despite negative sentiment around the AI transition, the integration of AI across products and infrastructure positions the company well for future growth [5] Revenue Growth and Segments - Search & Other revenue rose 11.7% year-over-year, with paid clicks growing 4%, driven by AI features that enhance engagement [10] - YouTube ad revenue increased by 13%, and the broader Subscriptions, Platforms & Devices segment rose 20%, with Shorts averaging 200 billion daily views [10] - Cloud revenue surged 31.7% year-over-year, with operating margins expanding from 11.3% to 20.7%, benefiting from enterprise adoption of generative AI [10] Upcoming Events - Two near-term events that could influence the company's trajectory include the expected ruling in the U.S. search antitrust case by late August and the August 20 Pixel launch event, which may showcase deeper AI integration in hardware [6]

Core Insights - The article discusses the expertise of an independent investor in the Indian and US equity markets, highlighting their qualifications and research focus [1] Group 1: Investor Profile - The investor holds a CFA Charter and a PhD in Finance from the University of Durham, U.K. [1] - The investor is an Honorary Associate Professor in Finance and Corporate Governance at Brunel University London [1] - The investor runs a YouTube and Podcast channel titled "The Stock Doctor," where they share insights on the US and Indian markets weekly [1] Group 2: Research Focus - The investor actively conducts quantitative research in various areas including US equities, Behavioral Finance, Corporate Governance, Activist Hedge Funds, Cryptocurrencies, and M&A [1] - The investor has published research in top-ranked peer-reviewed journals [1]

Core Insights - Rockland Trust Co increased its position in Alphabet by purchasing 50,959 shares in Q2 2025, raising its total holdings to 491,921 shares valued at $86.71 million as of July 10, 2025 [1][2] - The fund's total reported U.S. equity assets reached $2.05 billion, with Alphabet representing 4.22% of its reported 13F AUM [2][3] - Alphabet's stock closed at $177.62 on July 10, 2025, underperforming the S&P 500 by 18.63 percentage points, with a dividend yield of 0.46% and a forward P/E of 18.53 [3][4] Company Overview - Alphabet has a market capitalization of $2.16 trillion, with a trailing twelve months (TTM) revenue of $359.71 billion and a net income of $111.00 billion as of July 10, 2025 [4] - The company operates a multi-segment business model, generating revenue primarily from digital advertising, cloud infrastructure, collaboration tools, and hardware sales [5][6] Investment Perspective - Rockland Trust Co's decision to increase its stake in Alphabet by 11.6% reflects the stock's appealing valuation, as it is considered the most affordable among the "Magnificent Seven" stocks based on various valuation metrics [7][9] - Despite Alphabet's strong financial results and long-term growth rates, the stock has underperformed compared to its peers in the last 52 weeks [8][9] - Analysts expect Alphabet's upcoming second-quarter earnings report to show approximately 11% year-over-year revenue growth and a 19% increase in earnings [9]

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies involved. Core Insights - Google's release of the Gemini embedding model marks a significant advancement in NLP capabilities, achieving a score of 68.37 on the MTEB, surpassing OpenAI's 58.93, establishing it as the leading embedding model [1][12] - The ultra-low pricing strategy of $0.15 per million tokens is expected to democratize access to embedding capabilities, significantly lowering barriers for small and medium businesses, educators, and freelancers [2][14] - The Gemini model enhances Google's AI infrastructure, transitioning from content generation to a comprehensive semantic understanding platform, reinforcing its competitive edge in the AI workflow [3][15] Summary by Sections Event - On July 15, 2025, Google launched the Gemini embedding model, achieving a record score of 68.37 on the MTEB, and set a competitive price of $0.15 per million tokens [1][12] Commentary - The Gemini model excels across nine major task categories, showcasing its versatility and strong performance in various applications such as semantic retrieval and classification [2][13] - The aggressive pricing strategy is anticipated to disrupt the market, compelling competitors to reassess their pricing structures [5][18] Strategic Implications - The introduction of the Gemini embedding model signifies a strategic shift for Google, enhancing its capabilities in AI systems that require task matching and context retention [3][16] - The embedding layer is projected to become a new value center in AI workflows, indicating a transition from compute-centric to semantic-centric infrastructure [5][18]

Group 1 - Keybanc Capital Markets analyst Justin Patterson maintained an Overweight rating for Alphabet Inc and raised the price forecast from $195 to $215, reflecting positive expectations for the ad industry ahead of second-quarter results [1] - The company is expected to report a solid second quarter with $94.6 billion in revenue, driven by growth in Search, YouTube, and Cloud, surpassing consensus estimates [2] - EPS estimates for 2025 and 2026 were raised by 1% and 2%, respectively, with the 2027E EPS forecasted at $12.25 [2] Group 2 - The macro outlook remains stable, with positive agency commentary and improving consumer trends, indicating a favorable environment compared to 90 days ago [3] - Foreign exchange tailwinds are expected to continue, benefiting companies like Alphabet [3] - The reverse acqui-hire trend has proven successful for big tech, enhancing talent acquisition and innovation, which strengthens Alphabet's position in the AI landscape [3]