For the last couple of years, OpenAI has relied heavily on Microsoft to supply compute power through the Azure cloud platform. Recently, OpenAI has been exploring new cloud partnerships with Oracle ...
Alphabet’s network effect continued to drive growth at Google search and YouTube during the fourth quarter. In addition, as we expected, increasing demand for artificial intelligence accelerated cloud ...
Alphabet’s stock is at all-time highs, driven by robust fundamentals and not by speculative AI hype, or multiple expansion. Strong returns on assets persist, despite aggressive Capex in AI and ...
Earlier this month, a judge ruled that Alphabet won't have to divest its Chrome browser. Risks around a big breakup of the business have been weighing on the stock's valuation. The company possesses ...
Alphabet is upgraded to Buy with a $322 price target, driven by robust Google Cloud growth and AI integration across platforms. Google Cloud backlog surged 46% sequentially, with margin-accretive ...
Alphabet’s third-quarter sales expanded 15% year over year to $88 billion. Strong advertising and cloud revenue growth spearheaded the top line. While investments in artificial intelligence continue, ...
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