The stock market's current sell-off is disproportionately affecting artificial intelligence (AI) stocks due to their dominance over the past few years. Some stocks have gotten a bit overheated, ...
While Alphabet faces economic uncertainty, its business model is also under attack. The past three times Alphabet reached those lows, nobody questioned whether the Google search engine would be used ...
Looking at how companies perform through different economic cycles can lead to valuable insights. This is especially critical if a company is exposed to a cyclical industry. Advertising can be ...
Despite recent sell-offs, Alphabet's long-term outlook remains strong, with diverse, high-margin businesses acting as "shock absorbers" against macro volatility. Alphabet's growth engines, including ...
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Over the last twenty years, Alphabet has internally built and exogenously acquired a series of globally dominant properties. In any given quarter, we should expect some of these properties to be ...
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 reported solid second-quarter earnings that included sales of $96 billion, up 14%, and operating margins of 32%, flat year over year. Google Cloud continued to increase its contributions to ...