Core Insights - Alphabet has demonstrated impressive growth with a 20.84% annual compound growth rate over the past 15 years, significantly outperforming the S&P 500 index [1] - The company currently has a market capitalization of $3.4 trillion, raising questions about its ability to sustain high performance for new investors [1] Growth Avenues - Alphabet's primary business is its search engine, Google, which generates substantial advertising revenue and maintains a strong market position due to deep network effects and brand strength [1][2] - The company is adapting to challenges from AI chatbots, ensuring that its search business remains a key long-term growth area [2] - Alphabet is also making significant strides in AI and cloud computing, holding the third-largest share in the rapidly growing cloud market, benefiting from high switching costs [2] - The company's streaming services, particularly through YouTube, contribute to its growth via subscription revenue and ad sales, representing another long-term opportunity [4] - Additionally, Alphabet is involved in autonomous vehicle technology, which is gradually gaining traction in major U.S. cities, further diversifying its growth potential [4] Financial Metrics - Alphabet's current stock price is $279.04, with a market cap of $3,365 billion [3][4] - The stock has a gross margin of 59.18% and does not offer a dividend yield [4]

Core Insights - Meta Platforms is the world's largest social media company, utilizing a two-sided platform strategy that connects users and advertisers [2][3] - The company generates over 95% of its revenue from advertising, with a significant portion coming from international markets [4] - Meta's Reality Labs segment is focused on virtual and augmented reality, alongside substantial investments in artificial intelligence to enhance user engagement and ad targeting [5] Financial Performance - In Q3, Meta added 60 million users and exceeded revenue estimates by 1.66%, reporting $66 billion in revenue [7][8] - Average revenue per user increased by 18% year-over-year, indicating strong monetization efforts [8] - Meta's capital expenditure guidance for 2025 has been raised to between $70 billion and $72 billion, reflecting aggressive investments in AI [9] Competitive Landscape - Meta faces competition from major players like YouTube, TikTok, and LinkedIn, as well as Amazon in the digital advertising space [6][7] - Other social networking competitors include X (formerly Twitter), Reddit, and Snapchat [6] Market Trends - Meta's capital intensity is projected to reach 36% in 2025, up from 24% in 2024 and 20% in 2023, indicating a significant increase in spending relative to revenue [9][10] - The company is experiencing a notable shift in stock price, with recent earnings results causing a gap down to near the $600 level [11][12] Investment Outlook - Meta's AI investments are driving revenue growth, with a reported 26% year-over-year revenue increase last quarter [18] - The challenge remains for Meta and other AI companies to effectively monetize their technology amidst high capital expenditures [18]

RT vladtv (@vladtv)Mike Benz: Lyor Cohen & YouTube Gives Preference to Music Artists Picked By State Dept. https://t.co/bJrWvaaqwM ...

RT DJ Vlad (@djvlad)Mike Benz: Lyor Cohen & YouTube Gives Preference to Music Artists Picked By State Dept. https://t.co/YfuLb5EdpA ...

Group 1 - The FPA Crescent Fund gained 5.54% in Q3 2025 and 15.32% over the trailing twelve months, with top five performers contributing 6.65% to the return and bottom five detracting 2.58% [1] - Alphabet Inc. (NASDAQ:GOOG) stock experienced a one-month return of 17.56% and a 52-week gain of 56.22%, closing at $284.75 per share with a market capitalization of $3.433 trillion on November 5, 2025 [2] - Despite concerns regarding competitive threats and antitrust scrutiny, Alphabet's stock has risen seventeen-fold since initial purchases in 2011, with a year-to-date increase of 28% and a 57% rise since the end of Q1 2025 [3] Group 2 - Alphabet's YouTube is the most-watched media outlet globally, with over one trillion hours of video viewed, indicating potential for further monetization [3] - The FPA Crescent Fund maintains a position in Alphabet, recognizing the value of its self-driving technology through Waymo and the growth potential of its cloud services [3]

YouTube told Decrypt that its updated online gambling policy, effective November 17, only targets gambling websites and won’t affect crypto gaming or Web3 content. The update had sparked concern in the crypto community after YouTube announced it would expand its ban to sites offering “items with monetary value.” A spokesperson clarified that videos not promoting gambling platforms or promising returns will remain unaffected. https://t.co/n632oenrFi ...

这些视频账号分别属于"Al-Haq"、"Al Mezan人权中心"和"巴勒斯坦人权中心"等巴勒斯坦人权组织。今 年9月，美国政府以这些组织"与国际刑事法院合作调查以色列官员"为由，对其实施制裁。 据介绍，巴勒斯坦人权组织曾通过YouTube频道发布数小时的影像资料，记录了以色列政府在加沙地带 和约旦河西岸涉嫌违反国际法的行为，包括杀害巴勒斯坦平民的事件。 YouTube母公司谷歌向该媒体证实，在经过审查后，其根据美国国务院针对相关组织的制裁，直接删除 了相应账号。YouTube发言人宣称，"YouTube致力于遵守适用的制裁与贸易合规法律。" "我相当震惊，YouTube居然表现得如此缺乏骨气。"阿拉伯世界民主促进组织DAWN的执行主任萨拉·利 娅·惠特森表示，"很难想象会有任何严肃的理由认为，分享这些巴勒斯坦人权组织的信息会违反制裁。 屈服于这种武断的认定去审查他们，既令人失望，也相当令人惊讶。" 当地时间4日，美国独立调查网站"拦截"报道称，今年10月，YouTube网站秘密删除了多个巴勒斯坦人 权组织的账号，以及这些账号发布的700多条有关巴勒斯坦人权惨状的视频，以配合美国政府对"追究以 色列战争罪行" ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks related to the AI space that Jim Cramer discussed. Cramer mentioned the increase in the company’s capex, as he said: “On the other hand, Alphabet also raised its 2025 capital expenditures forecast from 85 billion all the way up to 91 to $93 billion range, much bigger increase than we saw from Meta. Yet Alphabet stock did not get punished. Why? Wall Street seems more willing to give them the benefit of the doubt, even though CFO Anat Ashkenazi said that the ...

Crypto gamers feared that YouTube’s new gambling policy would ban their favorite content creators, but the platform said that won't be the case. https://t.co/B95fUWB1KH ...

RT GG (@ggDecrypt)YouTube Says New Policy Doesn't Ban All Crypto Content, Despite Uproar From Creators► https://t.co/f88ZaYWAUS https://t.co/f88ZaYWAUS ...