Alphabet

DeepMind Technologies Limited is a British artificial intelligence company founded in September 2010.  Acquired by Google in 2014, the company has created a neural network that learns how to play video games in a fashion similar to that of humans, as well as a Neural Turing machine, or a neural network that may be able to access an external memory like a conventional Turing machine, resulting in a computer that mimics the short-term memory of the human brain.

DeepMind

YouTube is an American video-sharing website headquartered in San Bruno, California. The service was created by three former PayPal employees—Chad Hurley, Steve Chen, and Jawed Karim—in February 2005. Google bought the site in November 2006 for US$1.65 billion; YouTube now operates as one of Google's subsidiaries.

YouTube

Android is a mobile operating system developed by Google, based on a modified version of the Linux kernel and other open source software and designed primarily for touchscreen mobile devices such as smartphones and tablets. In addition, Google has further developed Android TV for televisions, Android Auto for cars, and Wear OS for wrist watches, each with a specialized user interface. Variants of Android are also used on game consoles, digital cameras, PCs and other electronics.

Android

Nest Labs is a home automation producer of programmable, self-learning, sensor-driven, Wi-Fi-enabled thermostats, smoke detectors, security cameras, and other security systems. It introduced the Nest Learning Thermostat in 2011 as its first product. The Nest Protect smoke and carbon monoxide detector was then introduced in October 2013. After the acquisition of Dropcam, the rebranded Nest Cam was introduced in June 2015. Finally, in July 2016, the Nest Cam Outdoor was released.

Nest Labs

Boston Dynamics is an American engineering and robotics design company founded in 1992 and headquartered in Waltham, Massachusetts, and is a wholly owned subsidiary of the Japanese conglomerate SoftBank Group. Boston Dynamics is best known for the development of BigDog, a quadruped robot designed for the U.S. military with funding from Defense Advanced Research Projects Agency (DARPA), and DI-Guy, software for realistic human simulation. Early in the company's history, it worked with the American Systems Corporation under a contract from the Naval Air Warfare Center Training Systems Division (NAWCTSD) to replace naval training videos for aircraft launch operations with interactive 3D computer simulations featuring DI-Guy characters. The company is a pioneer in the field of robotics and it is one of the most advanced in its domain. Marc Raibert is the company's president and project manager. He spun the company off from the Massachusetts Institute of Technology in 1992.

Boston Dynamics

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

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Alphabet addresses revenue challenges, bets big on AI innovation

Alphabet navigated revenue challenges in Q4 2022, emphasizing AI opportunities and cost efficiency. The company is focused on innovation, cost reengineering, and sustainable growth across its divisions. Strategic investments in AI, hardware, and Other Bets are key priorities.

Alphabet excels in Q1 with strong Search and Cloud performance

Alphabet's Q1 performance reflects strength in Search, Cloud, and YouTube segments, with a focus on AI and innovation.
Challenges include economic headwinds, expense management, and profitability in Other Bets segment.
Opportunities for growth lie in AI development, Shorts monetization, and evolving partnerships for sustainable growth.
Alphabet emphasizes innovation, user value, and expense optimization to drive long-term profitability and growth.

Alphabet (GOOG) reports strong Q2 earnings driven by Search and Cloud innovation

Alphabet's Q2 performance reflects revenue growth and operational efficiency improvements. The company's focus on innovation in AI and cloud services positions it well for future growth. Challenges in the Other Bets segment and infrastructure investments require strategic management.

Alphabet (GOOG) reports robust Q3 performance amidst AI-driven innovations

Alphabet's Q3 performance showcased strong revenue growth, driven by key segments like Search, YouTube, and Cloud, supported by AI advancements and hardware innovations.
While facing challenges related to geopolitical impacts on advertising and margin concerns, Alphabet's strategic strengths in AI integration, responsible deployment, and diversified revenue streams position it well for future growth.
Opportunities in leveraging AI for advertising efficiency, expanding AI-driven capabilities, and navigating privacy regulations present avenues for Alphabet to drive innovation, revenue growth, and market leadership.
With a focus on customer adoption, technological advancements, and strategic partnerships, Alphabet remains poised to capitalize on its strengths, address challenges, and seize opportunities for sustainable growth.

Alphabet posts strong Q4 earnings driven by AI and cloud growth

Alphabet's Q4 performance reflects robust revenue growth, profitability, and strategic focus on AI, subscriptions, and cloud services.
Strengths in Google Services and YouTube ads underscore revenue diversification and innovation, while challenges in Other Bets and rising costs warrant attention.
Opportunities abound in AI-driven growth, product expansion, and infrastructure investments, positioning Alphabet for continued success and market leadership.

Alphabet (GOOG) reports robust Q1 earnings, eyes $100B YouTube and Cloud run rate

Alphabet's Q1 2024 earnings call highlighted strong revenue growth, AI leadership, and innovation in Search, YouTube, and Cloud. Despite facing challenges in cost management and Cloud adoption, the company is leveraging its strengths in AI and efficiency to drive positive user engagement and monetization. With a focus on research and innovation, Alphabet is well-positioned for future growth and opportunities.

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Trade Desk

The U.S. advertising market is already showing positive signs of growth, starting off 2024 with a 4.3% YoY increase in January. Meta leads the Magnificent 7 with a nearly 53% operating cash flow margin, while The Trade Desk and Alphabet command OCF margins in the low-30% range. Ad-tech stocks are on 2024's watchlist for a few reasons: strong cash flow generation and growth, a positive ad-market backdrop buoyed by major political and sporting events.

Top 3 Ad-Tech Stocks For 2024

Chipotle

Walmart

Long-term retirement stocks often avoid the extremes of investing. One extreme feature is high gains that aren't sustainable and can lead to significant losses once the music stops.

Wall Street's Favorite Retirement Stocks? 3 Tickers That Are Practically Money Machines.

Apple

A partnership would extend the long relationship between the companies that has helped deliver everything from maps to search on Apple's devices.

Apple and Google Are Discussing a Deal to Bring Generative A.I. to iPhones

Alphabet Inc./Google stock has lagged behind most "Mag 7" and other AI-related stocks, but the recent correction offers a significant buying opportunity. Despite being underrated and often overlooked, Google is one of the top AI stocks and dominates the global search market. Google stock is relatively cheap and could surpass earnings estimates.

Why I Just Increased My Google Position

The market's rally since the start of 2023 can be largely attributed to the rise of the "Magnificent Seven" companies. Among this coveted group, Alphabet trades at the cheapest forward P/E ratio.

Can the Cheapest "Magnificent Seven" Stock Turn $100,000 Into $1 Million?

This post originally appeared in the Insider Today newsletter. You can sign up for Business Insider's daily newsletter here.

Google and Apple's rumored partnership could upend the AI industry

Alphabet's (NASDAQ:GOOG) stock witnessed a 7% surge at the start of Monday's trading session, spurred by reports of active negotiations between Apple and Alphabet regarding the integration of Google's Gemini AI engine into the iPhone ecosystem.

Charting Alphabet's journey: The battle at $150

Microsoft

Nucor

The companies will work to address barriers to early-stage commercial project deployment. CHARLOTTE, N.C.

Google, Microsoft, and Nucor announce a new initiative to aggregate demand to scale the adoption of advanced clean electricity technologies

Apple is reportedly negotiating with Alphabet's Google to use the Gemini AI model in iPhones, according to Bloomberg. Investors are justifiably excited about the prospects of such a deal.

Apple and Google Could Team Up on Generative AI. Here's Why Both "Magnificent Seven" Stocks Would Likely Win From a Deal.

Amazon

Celsius Holdings

CrowdStrike

Visa

Many investors aspire to build a 7-figure portfolio. Reaching this milestone offers significant financial protection.

From Six Figures to Seven: 7 Growth Stocks Set to Make Millionaires

Share buybacks have played a role in lifting the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to record-closing highs in 2024. Public companies that commit to share repurchase programs can reduce their outstanding share counts and boost their earnings per share over time.

These 3 Companies Have Collectively Repurchased $1.07 Trillion of Their Own Stock Since the Start of 2013

Alphabet's cloud computing segment is generating a bigger share of overall revenue. The proliferation of AI solutions will increase the need for businesses to use its cloud services.

Prediction: Alphabet Stock Will Take Off Again

Tesla

The gains come despite scaled-back bets on the Fed's interest-rate cuts. The S&P 500 rises 0.6%, while the tech-heavy Nasdaq Composite advances 0.8%.

Alphabet, Tesla Power Stock Indexes Higher

Super Micro Computer

Adobe

Arista Networks

Tesla, a major S&P 500 loser in 2024, was Monday's big winner. Google and other AI stocks also rallied.

Tesla, AI Stocks Lead S&P 500 Winners; New Member Super Micro Tumbles

Tech's dream team of Apple Inc. and Alphabet Inc.'s Google has already provoked the ire of federal regulators in the past, via a multibillion-dollar search deal that led to a Justice Department antitrust lawsuit and trial.

Will an Apple-Google AI partnership pass regulatory muster?

Apple is in advanced negotiations with Google to adopt its powerful Gemini AI models for the iPhone, Bloomberg reported on Monday.

Apple in talks to bring Google's Gemini AI to iPhone: Report

The enemy of Alphabet's enemy may be its friend. The $1.8 trillion search giant pays Apple billions of dollars to make its Google search engine the default option on the iPhone-maker's devices.

Alphabet and Apple have cause to circle AI wagons

News of Apple Inc (NASDAQ:AAPL, ETR:APC) and Google's discussions over the rollout of the latter's Gemini AI chatbot on iPhones sent shares higher and prompted positive feedback from analysts on Monday. Apple climbed 1.4% on the reports that it would license Gemini to power new features in its latest iPhone software, while Google owner Alphabet Inc (NASDAQ:GOOG) jumped 4.6%.

Google partnership ‘missing piece' in Apple AI strategy - analysts

After the announcement of possible licensing discussions with Apple Inc AAPL over the Gemini AI system, Google's Alphabet Inc Class A GOOGL stock has soared by 6%. This boost reflects the market's optimism about the collaboration and its potential impact.

Google's Stock Skyrockets 6% Amidst Ground Breaking Gemini AI And Apple Collaboration Talks - Apple (NASDAQ:AAPL)

Despite early stumbles, Alphabet is starting to see some interest in its Gemini technology. Nothing has been finalized between Apple and Alphabet.

Alphabet Stock Is Soaring Today: Is It a Buy on Potential Apple News?

It's not just the headcount at Google that's getting smaller.

Google is trying to reduce its food waste without irritating employees

The class A shares of Google-parent  Alphabet Inc (NASDAQ:GOOGL) are 6.1% higher to trade at $149.83, after a Bloomberg report revealed that Apple (AAPL) is talking over licensing Google's Gemini artificial intelligence (AI) engine for future iPhones.

Options Bulls Resume Blitz on Alphabet Stock

The Cupertino, Calif.-based company wants to license Google Gemini for some of the new AI features set for release on its iOS operating system later this year.

Apple in talks to use Google Gemini AI on iPhones despite ‘woke' images, antitrust concerns: report

The Google parent might have a found a big tech partner for Gemini -- its suite of generative AI tools. AI is still in its infancy.

Why Alphabet Stock Rallied Monday Morning

Alphabet shares saw an increase of over 7% Monday morning, buoyed by news that Apple is considering licensing Google's Gemini artificial intelligence suite for upcoming iPhones. Apple's stock also experienced a boost, climbing more than 2% following the revelations.

News for Alphabet Stock (GOOG)