Alphabet (GOOG, GOOGL) 02 (Aug 17 - Dec 25)

[behappyalways]

FTC Says Google Antitrust Ruling Goes Beyond Epic Games, Hints Tech 'Monopolist' Should Be Broken Up
https://www.zerohedge.com/technology/ft ... -should-be

[winston]

not vested

Alphabet Inc (GOOGL US / GOOG US) - Ruling against Google

Alphabet dominates the online search market, with Google capturing over 90% of the global share and over 80% of the US share.

We expect Google to maintain its leadership position in the search space.

Alphabet operates various segments such as Google Services, Google Cloud, and Other Bets.

The Google Services segment includes a range of products and services such as advertisements (ads), Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube.

The Google Cloud segment consists of Google Cloud Platform (GCP), Google Workspace, and other enterprise services.

Within its Google Cloud Platform, the company offers solutions such as cybersecurity, databases, analytics, and AI offerings, including their AI infrastructure, Vertex AI platform, and Duet AI for Google Cloud.

As for Google Workspace, it comprises cloud-based communication and collaboration tools for enterprises, including calendar, Gmail, Docs, Drive, Meet, and other enterprise services.

The Other Bets segment focuses on selling healthcare-related services and internet services. BUY.

Source: OCBC

[winston]

Top value fund manager says Google-parent Alphabet is deep-value stock

by Dan Weil

Alphabet's forward PE ratio is 19.2 using 2025 estimates, according to Nasdaq.com. Its 5-year PE range is 16.6 to 38, and its average PE over that period is 26.7,

Source: The Street

https://finance.yahoo.com/news/google-p ... 00531.html

[behappyalways]

GOOGL Tumbles After Judge Rules Tech Giant Must Open App Store To Competition
https://www.zerohedge.com/technology/go ... ompetition

[winston]

not vested

Alphabet Inc (GOOGL US / GOOG US)

Recommendation : BUY
Fair Value : USD 211.00


OPENING SALVO

The US Department of Justice’s (DOJ) initial remedy framework indicates authorities could propose multiple remedies, some involving structural changes

Multiple pathways from here, with the DOJ likely to provide a more detailed proposal on 20 Nov.

Legal headwinds could affect valuations, but fundamentals should come back into focus again as we head into the reporting season.

We continue to lean constructive on Alphabet’s ongoing innovation initiatives, inroads into artificial intelligence (AI) and Generative AI (GenAI) in the cloud segment

Alphabet dominates the online search market, with Google capturing over 90% of the global share and over 80% of the US share.

We expect Google to maintain its leadership position in the search space. Alphabet operates various segments such as Google Services, Google Cloud, and Other Bets.

The Google Services segment includes a range of products and services such as advertisements (ads), Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube.

The Google Cloud segment consists of Google Cloud Platform (GCP), Google Workspace, and other enterprise services. Within its Google Cloud Platform, the company offers solutions such as cybersecurity, databases, analytics, and AI offerings, including their AI infrastructure, Vertex AI platform, and Duet AI for Google Cloud.

As for Google Workspace, it comprises cloud-based communication and collaboration tools for enterprises, including calendar, Gmail, Docs, Drive, Meet, and other enterprise services.

The Other Bets segment focuses on selling healthcare-related services and internet services.

Source: OCBC

[behappyalways]

Google Turns To Nuclear To Power Its Data Centers
https://www.zerohedge.com/energy/google ... ta-centers

[behappyalways]

Will The U.S. Break Up Google?
https://m.youtube.com/watch?v=WaEdUjfs4xI

[behappyalways]

Betting on AI to support the next few decades!
Google signs SMR contract with nuclear energy start-up, pioneering the commercialization of small modular nuclear reactors in the United States.
Experts estimate that data center power consumption will increase hundreds of times in 10 years

賭AI撐未來幾十年! 谷歌與核能新創簽SMR合約 開美國小型模組化核反應爐商業化先河 專家估資料中心用電10年增百倍｜非凡財經新聞｜20241015

https://m.youtube.com/watch?v=Ooio3IzUN-k

Google Turns To Nuclear To Power Its Data Centers
https://www.zerohedge.com/energy/google ... ta-centers

[winston]

not vested

Google parent Alphabet beats estimates on strong ad, cloud sales

By Deborah Mary Sophia and Kenrick Cai

Alphabet's total revenue increased 15% to $88.27 billion in the July-September period, while analysts on average expected $86.30 billion,

Earnings of $2.12 per share, compared with an average market estimate of $1.85.

Source: Reuters

https://www.thestar.com.my/tech/tech-ne ... g-ad-sales

[winston]

not vested

The Magnificent Seven’s Fate After Election Day

by Eric Fry

Alphabet Inc. (GOOGL) reported its third-quarter earnings on Wednesday.

The tech giant reported $2.12 earnings per share and $88.27 billion in revenue, representing significant growth of 37% and 15%, respectively.

Alphabet surpassed expectations, with Google CEO Sundar Pichai highlighting the company’s cloud and AI success.

Source: Smart Money