Alphabet Inc. (NASDAQ:GOOGL) is one of the best long term growth stocks to buy according to hedge funds. Mizuho raised the price target on Alphabet Inc. (NASDAQ:GOOGL) to $365 from $325 on January 9 and reaffirmed an Outperform rating on the share. The firm told investors that it upgraded the price target estimates to reflect its 2026 internet outlook, and that it sees considerable potential sales upside at Google Cloud. Sentiment Mixed, But BofA Still Sees Long-Term Upside in Alphabet (GOOGL) A laptop a ...

谷歌正在让科幻电影中那个随叫随到、无所不知的管家"贾维斯"成为产品现实。 谷歌正式发布了由最新Gemini3模型驱动的"Personal Intelligence"功能。 它将谷歌旗下四大应用的数据池进行了底层连接，让AI获得了跨应用权限。 从此，谷歌AI能够自主跨越应用边界，将你分散在邮件里的行程、相册里的记忆碎片以及视频观看习惯，实时串联成一套完整的个人生活图谱。 Gemini打通谷歌全家桶 Personal Intelligence由Gemini3模型驱动，直接打通了Gmail、Photos、YouTube和Search这四大核心应用。 这一功能让AI具备了在后台跨应用调取数据的能力。这意味着你的邮件往来、相册中的生活瞬间以及YouTube上的观看记录，在一个统一的智能中枢下实 现了互通与关联。 这种互通直接赋予了AI处理"私有上下文"的能力。Gemini可以深入海量的历史数据从中提取细节来辅助当前的回答。 该机制解决了通用大模型"不懂用户"的实际痛点，让AI给出的建议能够直接引用你的真实生活轨迹，提供具有强个人针对性的反馈。 虽然两者选择了同一个大脑，但在技术落地路径上却走向了截然不同的方向。 针对A ...

Core Insights - Google is transforming the concept of a personal assistant, akin to "JARVIS" from science fiction, into a tangible product through its new "Personal Intelligence" feature powered by the Gemini3 model [1][2] Group 1: Personal Intelligence Feature - The Personal Intelligence feature connects data pools from four major Google applications: Gmail, Photos, YouTube, and Search, allowing AI to access and integrate information across these platforms [3][4] - This integration enables the AI to handle "private context," extracting details from vast historical data to assist with current inquiries [6] - A natural language correction mechanism is built into the system to address potential misinterpretations of personal data, allowing users to correct the AI's understanding in real-time [8] - Currently in Beta testing, this feature is initially available to paid subscribers of Google AI Pro and AI Ultra, with plans to extend it to free users in the future [9][10] Group 2: Comparison with Apple - Google and Apple have announced a collaboration to integrate the Gemini model into Apple's intelligence system, marking a rare convergence between the two tech giants [11] - Despite using the same underlying model, Google employs a "cloud-native" architecture, leveraging extensive data center capabilities, while Apple adopts a hybrid approach, utilizing local processing power primarily and resorting to cloud capabilities only when necessary [12] - This architectural difference leads to distinct capabilities: Google's AI focuses on deep memory, utilizing a decade's worth of user data, while Apple's AI emphasizes real-time awareness of user actions [14] Group 3: Industry Competition and Future Outlook - Google's recent developments signal a shift in AI competition from model comparison to building ecological barriers [15] - Other tech giants are also moving towards integrating AI with existing applications, aiming to connect isolated apps into a cohesive intelligent ecosystem [16][17] - Companies like Alibaba and ByteDance are exploring ways to link workflows and consumer services, while Tencent is expected to integrate AI deeply into its WeChat ecosystem, potentially transforming it into a personal digital operating system [19][20] - The future landscape suggests that the true competitive advantage will lie in the ownership of private contextual data, as users may easily switch AI assistants but find it challenging to migrate their entire social networks and digital assets [21]

Alphabet Inc.’s Google said its Gemini artificial intelligence assistant can now proactively tap into users’ data across Gmail, Search, Photos and YouTube, an attempt to make its consumer-facing AI product more personalized.Using this extensive digital paper trail, the new feature — called Personal Intelligence — is designed to “make Gemini uniquely helpful,” Josh Woodward, a vice president overseeing the Gemini app, Google Labs and AI Studio, wrote in a blog post published Wednesday.“This marks our next s ...

Group 1 - Alphabet (Google's parent company) reported $12.56 billion in new buys by top mutual funds, with an additional $2.37 billion worth of Google stock purchased by leading money managers in the latest report [3] - Google maintains a strong demand with a 1.6 up/down volume ratio, indicating positive market sentiment [3] - Eli Lilly, Google, and Bloom Energy are highlighted as key stocks in focus for investors [6] Group 2 - The stock market experienced significant movements, with the Dow gaining nearly 500 points and the S&P 500 reaching a new high [8] - Analysts are optimistic about Google and Nvidia, identifying them as stocks to watch for potential growth [8]

Core Insights - Alphabet Inc. is a leading technology platform with a diverse portfolio including Search, YouTube, Android, Chrome, Google Cloud, and digital advertising, dominating global search traffic and online video consumption [2] - The company benefits from strong network effects, extensive computing infrastructure, and advancing AI capabilities, maintaining a robust economic moat in the technology sector [2] DCF Analysis - The DCF model uses a discount rate of 10% and a terminal growth rate of 3%, forecasting free cash flows (FCF) from 2025 to 2029, totaling a present value of $340.4 billion [3] - The terminal value, calculated using a perpetuity growth model, is approximately $1,397.9 billion, leading to a present value of the terminal value of $972.6 billion [3] - The enterprise value of Alphabet is calculated to be $1,313.0 billion [3] Net Debt and Equity Value - Alphabet has cash and equivalents of $98.5 billion and total debt of $33.7 billion, resulting in a net debt of -$64.8 billion [4] - The equity value is estimated at $1,377.8 billion, with an intrinsic value per share of approximately $114 based on shares outstanding of about 12.08 billion [4] Conclusion - The DCF value of Alphabet is $114, while the current market price is around $316, indicating a margin of safety of -64% [5] - Despite being a highly cash-generative business with strong positions in various sectors, the stock is trading above its intrinsic value, reflecting investor confidence in future growth and AI monetization [5][6] - For long-term investors, Alphabet presents significant scale and balance sheet strength, but the current price suggests limited margin of safety, indicating that future growth may already be priced in [6]

Alphabet stock was the best performer in the Magnificent 7 in 2025, as investors grew more confident in its AI and search strategy. ...

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 ...

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