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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Bilibili

Netflix

Tencent Holdings Limited

Netflix (NFLX). Alphabet (GOOGL), Bilibili (BILI) and Tencent (TCEHY) are four communication services stocks that should be doing well as the Fed reduces interest rates.

4 Communication Services Stocks to Buy on Fed Rate Cuts

Microsoft

Microsoft has accused Google of undermining its business with "shadow campaigns." The company alleged Google formed a group to influence cloud regulation in Europe.

Microsoft just ramped up its cloud rivalry with Google by accusing it of 'shadow campaigns'

When Alphabet reports Q3 earnings, Wall Street analysts will look for its new Chief Financial Officer, Anat Ashkenazi, to set her priorities.

Will New CFO Offer Annual Guidance For Google Stock?

Advanced Micro Devices

Pfizer

U.S. stocks could see a weak opening on Tuesday after the averages registered a mixed last week. While the S&P 500 and Dow Jones snapped their six-week winning streak, the Nasdaq Composite chalked its seventh straight week of gains.

US Stocks Likely To Open Weaker As Investors Eye Alphabet, AMD And Pfizer Earnings: Expert Says Won't Be 'Surprised' If Earnings Exceed Wall Street Expectations

NVIDIA

The semiconductor designer isn't due to post its own results until Nov. 20, this week looks a little like the World Series of Big Tech earnings.

Nvidia Stock Slips. Why Alphabet, AMD Earnings Will Be Key.

Google faces uncertainties in its core search business due to LLM tools and regulatory challenges, but remains a buy due to its current valuation. Despite potential disruptions from AI assistants, Google Search's revenue is expected to maintain momentum in the short term. Alphabet's diverse revenue streams, including YouTube and Waymo, provide additional growth opportunities and mitigate risks associated with its core business.

Google: A Buy Ahead Of Earnings

Alphabet, Microsoft, Amazon.com, Uber Technologies and Bank of America are included in this Analyst Blog.

The Zacks Analyst Blog Alphabet, Microsoft, Amazon.com, Uber Technologies and Bank of America

McDonald's

Pfizer's rebound and McDonald's E. coli impact headline pre-market earnings; post-close focus shifts to Alphabet and AMD.

Pfizer, McDonald's Q3 Earnings to Set Early Market Tone; Alphabet, AMD Follow Post-Close

Google's African Investment Fund is a new investor in African fintech Moniepoint, which just closed $110 million in new financing. The Series C round, which involved an equity sale, per Bloomberg, was led by Development Partners International's African Development Partners (ADP) III fund.

Google, DPI backs Moniepoint in $110M round

Nigeria based fintech Moniepoint has raised $110 million in new funding from investors including Google to scale up digital payments and banking solutions across Africa, the company said on Tuesday.

Google among investors putting $110 million into Nigeria's Moniepoint

The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Greed” zone on Monday.

Dow Surges Over 250 Points Ahead Of Alphabet, Pfizer Earnings: Investor Sentiment Improves, Fear Index Remains In 'Greed' Zone

Apple

Amazon

Tesla

‘Expectations are high. These names carry significant weight across the broader market,' Ido Caspi, research analyst at Global X ETFs, told Barron's.

Big Tech Has a Lot to Prove This Week. Why Mag 7 Earnings Will Matter for the Entire Stock Market.

The AI investment cycle looks to be here to stay.

Amazon, Alphabet, and Apple Went on an AI Spending Spree Last Quarter. What's Next for Big Tech.

Crocs

Royal Caribbean Cruises

Set to release their Q3 reports on Tuesday, October 29, Alphabet (GOOGL), Crocs (CROX), and Royal Caribbean (RCL) are three prominent companies to watch as their stocks sport a Zacks Rank #2 (Buy).

3 Prominent Stocks to Buy as Q3 Earnings Approach: CROX, GOOGL, RCL

Citigroup

Citi has teamed with Google to use artificial intelligence (AI) and cloud technology to bolster its digital strategy. The collaboration, announced Monday (Oct. 28), is designed to use Google Cloud's expertise to upgrade the banking giant's infrastructure.

Citi Turns to Google Cloud to Update Digital Strategy

Meta is reportedly creating an artificial intelligence-powered search engine to lower dependence on Google. The tech giant's web crawler would be able to offer conversational answers to queries about current events on Meta AI, Reuters reported Monday (Oct. 28), citing a paywalled article by The Information.

Meta Reportedly Takes on Google With AI-Powered Search

The European cloud wars are heating up. Microsoft has accused its old foe Google of waging a clandestine war against the Azure cloud company, to curry favor with policymakers and antitrust authorities in Europe.

Microsoft accuses Google of ‘shadow campaign' to influence cloud regulation in Europe

Google-parent Alphabet Inc GOOGL GOOG will be reporting its third-quarter earnings on Wednesday. Wall Street expects $1.84 in earnings per share and $86.31 billion in revenues as the company reports after market hours.

Alphabet Bulls Charge Ahead Of Q3: Will Meta's AI Search, DOJ Roadblocks Change The Game?

UPDATE—Oct. 28, 2024: This article has been updated to reflect more recent analyst estimates and share price information.

What You Need To Know Ahead of Google Parent Alphabet's Earnings

Corporate earnings are lagging a key historical average so far this season. That could change this week, with about a quarter of the S&P 500—including five of the hugely profitable Magnificent Seven companies—set to report results.

Earnings Have Been So-So. Can the Mag Seven Turn Things Around?

The Dow Jones led the major indexes higher on the strength of old-school industrial stalwart 3M.

Stock Market Today: Stocks Renew Rally Ahead of Mag 7 Earnings

Alphabet's AI prowess and diverse market strengths are anticipated to drive consistent profits and raise the share price.

5 Reasons to Buy GOOGL Stock Before Alphabet's Q3 Earnings

Microsoft said Google is running "shadow campaigns" to discredit the software giant with regulators in Europe. In a blog post, a Microsoft lawyer said Google is behind a coalition of cloud companies aiming to influence policy makers and "mislead the public.

Microsoft calls out Google for running 'shadow campaigns' in Europe to influence regulators

Alphabet's driverless car unit now has vehicles operating in San Francisco, Phoenix and Los Angeles.

Waymo Raises $5.6 Billion From Outside Investors

GOOGL's third-quarter 2024 results are likely to reflect strength in Google Cloud.

News for Alphabet Stock (GOOG)