Alphabet (GOOG, GOOGL) 03 (Aug 24 - Dec 27)

[winston]

vested

Time For Complete Alphabet Breakup To Boost Google Stock, Says Analyst

by REINHARDT KRAUSE

Until management acts in the interest of shareholders, the entire business will trade at 16 times earnings, which assigns zero value to Waymo and severely undervalues YouTube, cloud and the ad network.

Google began deploying AI Overviews in the U.S. in mid-2024, with conversational summaries topping links for many search queries. The AI Overviews system uses Google's in-house Gemini AI model.

Advertisers still don't have an alternative. "Only after Apple switches defaults and ChatGPT comes in and ChatGPT turns on ads, will we see the impact on revenue. That may take several quarters, which means the overhang is not going away.

Source: IBD

https://finance.yahoo.com/m/e4a6a4e2-9f ... habet.html

[winston]

not vested

Alphabet’s Waymo is recalling more than 1,200 self-driving vehicles to update software and address risks of collisions with chains, gates and other roadway barriers after U.S. auto safety investigators opened a probe last year.

The recall affects 1,212 Waymo vehicles operating on the company’s fifth-generation automated driving system (ADS) software, the company said.

Waymo has over 1,500 vehicles on the road across San Francisco, Los Angeles, Phoenix and Austin.

Source: Phillips

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vested

Alphabet Inc. (GOOG) Stock Has Multiple, Positive Catalysts, BMO Capital Says

by Larry Ramer

Among Alphabet Inc. (GOOG)'s positive developments are the progression of its Gemini project, its expansion on a number of fronts and its Rich Communication Services program.

Alphabet Inc. (GOOG)'s new initiatives in wearables, TV and automotive, are likely to improve its user metrics.

And GOOG's Android 16 update will enable the operating system to make its offerings more personalized, while its Live Update feature will provide data very quickly,

Rich Communication Services are enabling Android users to interface more effectively with their iOS counterparts.

Source: Insider Monkey

https://finance.yahoo.com/news/alphabet ... 29038.html

[winston]

vested

Google said on Wednesday it is beginning to weave advertisements into its new AI Mode for online search, a strategic move to counter the challenge posed by ChatGPT as the primary source for online answers.

The integration of advertising has been a key question surrounding the immense popularity of generative artificial intelligence chatbots, which have largely avoided interrupting the user experience with ads.

Source: Phillips

[winston]

vested

Veteran Investor Remains Bullish on Alphabet Inc (GOOG) Despite AI Threat

by Larry Ramer

GOOG is creating its own AI tools, and it will likely be able to utilize these systems "correctly".

Moreover, the firm has the ability to use the tools to "make search a better user experience".

Source: Insider Monkey

https://finance.yahoo.com/news/veteran- ... 12368.html

[winston]

vested

Alphabet (GOOGL) Rated Overweight, JPMorgan Sets $195 Target on AI Strength

by Ghazal Ahmed

Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 234

The company’s advancements in artificial intelligence, especially through its Gemini platform, are leading the industry.

Google has sound execution capabilities, as evident by how fast it is bringing AI-driven features to the market.

Moreover, the company adopts a comprehensive approach to artificial intelligence, placing it well against competitors.

Its leadership in AI technology is evident through Google’s foundational models and their adoption.

With the stock’s current trading price presenting a discount compared to historical averages, the stock presents a potentially attractive entry point for investors.

Source: Insider Monkey

https://finance.yahoo.com/news/alphabet ... 15001.html

[winston]

vested

Google introduces its ‘VIP’ AI Subscription Service Priced at $250 a Month

by Fatima Gulzar

Google AI Ultra, a new high-end AI subscription service that costs $249.99 a month.

Early access to experimental tools, maximum usage limits, and exclusive access to Google's most recent AI models.

It has the Notebook LM with its maximum usage limit, the Flow AI filmmaking tool and the Gemini 2.5 Pro "DeepThink" mode for advanced research.

Furthermore, users get a YouTube Premium membership and 30 terabytes of storage.

The plan is already accessible in the United States and will soon be made available worldwide.

More expensive than OpenAI's $200/month ChatGPT Pro.

Under Google One AI Premium, Google already provides AI subscriptions that range in price from $19.99 to $149.99, depending on storage.

The Ultra tier offers early access to Veo 3, Google's new video creation tool and experimental projects like Project Mariner, which allows up to 10 jobs to be completed at once.

Source: Insider Monkey

https://finance.yahoo.com/news/google-i ... 51716.html

[winston]

not vested

GOOGLE inc. - Stock Analyst Research
Target Price* US 250.00
Recommendation BUY

Alphabet Inc. – AI-driven growth propels earnings

GOOGL’s cloud business leads performance despite supply constraints, aiming for ~US$75bn in CAPEX for FY25e to boost AI-related investment.

Management’s effort on cost efficiency provides potential upside to the margin.

We maintain a BUY with a raised target price of US$250 (prev.US$240), but reduce FY25e revenue by 2% due to the short-term impact of tariffs on the ads business.

Our WACC increased to 7.7% from 7.3%, and the terminal growth rate assumption remains unchanged at 5% to reflect GOOGL’s ability in cost re-engineering and long-term revenue generation from Cloud.

Source: Phillips

https://www.poems.com.sg/stock-research/GOOGL/

[winston]

vested

Jim Cramer on Alphabet: “I Do Not Think It’s the Leader”

by Syeda Seirut Javed

Alphabet Inc. (NASDAQ:GOOGL) is one of the 11 stocks that Jim Cramer recently commented on. Answering a caller’s query about the company, Cramer said:

“Well, look, I do not think it’s the leader, and I do think that it’s going to be challenged because it has to balance the, basically, it’s old Google business with a Gemini, and I don’t think that’s going to work out.

But I also am, I was concerned about the Justice Department suit when I sold the stock. That was a mistake because I think all that would ever happen is they’d break it up and then you would get YouTube, you would get Waymo, and you’d get Search. So I don’t like it, but I understand the long side thesis.”

Alphabet Inc. (NASDAQ:GOOGL) operates as a conglomerate, with Google as its largest business. The company’s portfolio includes widely used products and platforms such as Search, Ads, Chrome, Cloud, YouTube, and Android.

Source: Insider Monkey

https://finance.yahoo.com/news/jim-cram ... 16222.html

[winston]

vested

Google parent Alphabet surprises with capital spending boost after earnings beat

Massive demand for its cloud computing services as it hiked its capital spending plans for the year to about US$85 billion and predicted a further increase next year.

Revenue growth was driven by Google Cloud’s sales, which surged nearly 32 per cent, well above estimates for a 26.5 per cent increase.

Earlier pledged about US$75 billion in capital spending this year, part of the more than US$320 billion that Big Tech is expected to pour into building AI capabilities.

Google Cloud still trails Amazon’s AWS and Microsoft’s Azure in total sales, but has tried to gain ground by touting AI offerings, including its in-house TPU chips that rival Nvidia’s GPUs.

In a huge win for Alphabet, ChatGPT maker OpenAI recently added Google Cloud to its list of cloud capacity suppliers. It also marked OpenAI’s latest move to diversify beyond its major backer Microsoft.

AI Mode has grown to 100m MAU (monthly active users).

Google’s own ChatGPT competitor, called Gemini, has more than 450m MAU.

Google’s advertising revenue, which represents about three-quarters of the tech major’s overall sales, rose 10.4 per cent to US$71.34 billion in the second quarter.

Total revenue of US$96.43 billion for the second quarter.

Profit of US$2.31 per share for the period,

Source: Reuters

https://www.businesstimes.com.sg/compan ... nings-beat