Fuddy-duddy measures of business success, such as sales or profit, were not in focus. For now, the meagre cloud revenues ...

OptionsPlay‬’s Tony Zhang said in a recent program on Schwab Network that Alphabet remains undervalued. Asked about the threats the company is facing due to AI, Zhang said Alphabet can “catch up” to ...

Alphabet execs insist search volumes are up, but market share is slipping and revenue growth appears to be slowing.

Global AI spending is projected ... in 2026 to $480 billion. The share of spending attributed to the Big Four technology giants — Microsoft, Amazon, Alphabet, and Meta — is expected to decline ...

The larger risk to its business right now is artificial intelligence (AI). Consumers are flocking to AI apps such as OpenAI's ChatGPT, so much so that research company Gartner estimates search engines ...

GOOGL is strengthening its competitive position in search and cloud with the infusion of AI amid challenging macroeconomic ...

Fears that Alphabet is falling behind in AI have resulted ... Bloomberg. Microsoft is priced at 30 times projected profits, compared with an average of 26. Alphabet’s market share seems to ...

The report said "we expect global AI spend to increase by 60% y/y in 2025 to reach $360 billion and 33% in 2026 to reach $480 billion... We expect the combined share of these companies as a ...

Google’s I/O developer conference in 2025 was less a showcase of product updates and more a systematic unveiling of an ...