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Alphabet Ties Search AI And Mobility Closer To Revenue Potential
Simply Wall St.107d agoneutral
Alphabet Ties Search AI And Mobility Closer To Revenue Potential

Google is rolling out a national real estate search feature with HouseCanary, directly surfacing MLS broker listings in mobile search across the U.S. Apple is using Google's Gemini models to power its new Siri AI, while also tapping Google Cloud and Nvidia technology for AI infrastructure. Waymo, Alphabet's autonomous driving unit, has launched its first paid subscription for robotaxi services, moving its ride hailing business toward a membership model. For investors tracking Alphabet...

Investing.com107d agoneutral
How ‘agentic’ is AI shopping today

Investing.com -- Agentic shopping is the use of AI agents to carry out parts of the shopping process on behalf of the customer instead of merely providing recommendations. Google’s agentic shopping protocol, for instance, enables agents to work across different parts of the buying processes, including discovery and post-purchase support. But has agentic shopping reached the capacity to directly make shopping decisions on customers’ behalf?

Anthropic Turns To Google To Back Massive Data Center Push
Benzinga107d agoneutral
Anthropic Turns To Google To Back Massive Data Center Push

Anthropic is moving to take greater control of the computing infrastructure that powers its AI models, pursuing data center leases that would place the company in direct control of operating its own facilities. The effort could secure vast amounts of...

Bill Ackman Likes This Indirect AI Play Everyone’s Ignoring
Insider Monkey107d agoneutral
Bill Ackman Likes This Indirect AI Play Everyone’s Ignoring

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Brookfield (NYSE:BN) ranks #9 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 47 Top Pick Of: Bill Ackman — Pershing Square Capital Brookfield (NYSE:BN) has quietly become an indirect play on the AI infrastructure buildout, thanks to its exposure […]

3 Cloud Computing Stocks to Load up on in June
24/7 Wall St.107d agoneutral
3 Cloud Computing Stocks to Load up on in June

Hyperscaler cloud platforms are doing something rare in the AI era: turning eye-watering capital expenditures into accelerating top-line growth. With Q2 earnings reports landing in July, June is shaping up as a positioning window for the three mega caps that dominate enterprise cloud. Each just printed cloud growth that re-accelerated, each is sitting on contracted ... 3 Cloud Computing Stocks to Load up on in June

Goldman Sachs resets Apple stock forecast after WWDC
TheStreet107d agoneutral
Goldman Sachs resets Apple stock forecast after WWDC

Apple has spent years trying to convince investors that its next major growth story will not depend only on a new iPhone. That effort has become more urgent as artificial intelligence reshapes the technology industry, with rivals including Google, Microsoft, OpenAI, and Meta moving faster with ...

Investing.com107d agoneutral
How Booking won online travel & can it win AI travel?

Investing.com -- Booking Holdings (NASDAQ: BKNG) remains one of the strongest players in online travel, but artificial intelligence could eventually challenge some of the company’s competitive advantages, according to a report from Bernstein.

Alphabet’s New SpaceX Exposure Adds A Fresh Dimension To Its Story
Simply Wall St.108d agoneutral
Alphabet’s New SpaceX Exposure Adds A Fresh Dimension To Its Story

Alphabet's long held private stake in SpaceX has become a publicly traded position following SpaceX's historic IPO. The IPO turns Alphabet's multi billion dollar SpaceX investment into a liquid asset with a transparent market price. Investors can now see Alphabet's exposure to the commercial space and space focused AI cloud sector reflected in daily trading data. Alphabet (NasdaqGS:GOOGL) now has a directly observable stake in one of the highest profile space infrastructure companies, which...

Alphabet (GOOGL) Places An Order With Intel To Manufacture More Than Three Million Tensor Processing Units In 2028
Insider Monkey108d agoneutral
Alphabet (GOOGL) Places An Order With Intel To Manufacture More Than Three Million Tensor Processing Units In 2028

With a profit margin of 37.92% and net income of $132.17 billion (FY25), Alphabet Inc. (NASDAQ:GOOGL) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile, analysts see 16.70% upside for the stock. That standing is backed by results that continue to impress. In late April, Alphabet Inc. (NASDAQ:GOOGL) reported […]

RBC Capital Maintains Outperform Rating for Zillow Group (ZG)
Insider Monkey108d agobullish
RBC Capital Maintains Outperform Rating for Zillow Group (ZG)

Zillow Group Inc. (NASDAQ:ZG) is one of the 12 best buy-the-dip stocks to invest in now. On June 10, RBC Capital decided to reduce its price target on Zillow Group (NASDAQ:ZG) from $95 to $70, but it chose to keep an Outperform rating on the stock. RBC points out that Zillow’s enhanced market strategy continues […]

Is Alphabet (GOOGL) Still Undervalued?
Insider Monkey108d agoneutral
Is Alphabet (GOOGL) Still Undervalued?

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Alphabet (NASDAQ:GOOGL) ranks #2 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 265 Top Pick Of: Chase Coleman — Tiger Global Management Alphabet (NASDAQ:GOOGL) is the biggest holding of billionaire Chase Coleman’s Tiger Global. What was once seen as […]