Alex Wong Google (NASDAQ:GOOG) (NASDAQ:GOOGL) is a company that needs no introduction. Search engine juggernaut, owner of YouTube, Android, Gmail, Google Maps/Docs/Sheets/Slides/Meet/Drive, and countless other products that billions of people around the globe use on a daily basis, the company is as well known to investors as it is to consumers (the only difference being the average consumer probably can’t tell you how “Alphabet” is related to Google). Its business performance over the… Source link
Read More »Quarterly Cloud Comparison: Google Still Cheap (NASDAQ:GOOG) – Seeking Alpha
[unable to retrieve full-text content]Quarterly Cloud Comparison: Google Still Cheap (NASDAQ:GOOG) Seeking Alpha Source link
Read More »Google: Fundamentally Undervalued With Contrarian Opportunity (NASDAQ:GOOG)
welcomeinside/iStock via Getty Images Investment thesis After qualifying Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) as a long-term investment opportunity based on my in-depth fundamental analysis, I want to discuss the stock from a technical perspective. The stock has lost 45% since the beginning of its decline and is priced under its most important moving averages, facing significant overhead resistance, while the stock is still not building relative strength, despite the relevant industry group… Source link
Read More »Google: Microsoft And ChatGPT Want To Disrupt Google Cloud (NASDAQ:GOOG)
400tmax/iStock Unreleased via Getty Images Microsoft Corporation (MSFT) has caused consternation for Alphabet Inc. (NASDAQ:GOOGL, NASDAQ:GOOG) (“Google”) investors recently as it has sought to integrate OpenAI’s ChatGPT into its Bing search engine and other products. Before Google could even respond accordingly, Microsoft CEO Satya Nadella went another step further by making Azure OpenAI Service generally available (GA), with ChatGPT integration “coming soon.” Nadella highlighted: ChatGPT is… Source link
Read More »Google And Meta Disrupt TikTok Monopoly (NASDAQ:GOOG)
Chinnapong Both Google (NASDAQ:GOOG)(NASDAQ:GOOGL) and Meta Platforms (NASDAQ:META) for years have been competing with each other in the video segment of a broader digital advertising market. While the former managed to take the lead thanks to the aggressive growth of YouTube in recent years, the latter nevertheless has been actively exploring options on how to narrow the gap by promoting various video products within Facebook and Instagram. However, the rise of short-form video content… Source link
Read More »4 Top Tech Stocks For 2023 – I Am Watching Google, And These Smaller Caps (NASDAQ:GOOG)
Sundry Photography This year has been mainly unkind to investors, despite some successes. All three indices have experienced bear markets, and tech has borne the brunt after flying high in 2020 and 2021. Data by YCharts However, we don’t invest in year-to-date returns. Would it surprise you that the Nasdaq (QQQ) has outperformed the S&P 500 (SPY) and Dow Jones Industrial Average (DJI) over the last three years, five years, and ten years? It has, as shown below. Data by YCharts I know you’re… Source link
Read More »Google: ChatGPT Is An Overstated Threat (NASDAQ:GOOG)
jittawit.21/iStock via Getty Images A hot new AI chat has a lot of investors fearful that Google (NASDAQ:GOOG, NASDAQ:GOOGL) is toast, but the market has forgotten that Alphabet has a more diverse business now. The stock remains remarkably cheap, falling below $100, with the potential dramatically boost profits via an increase to efficiency. My investment thesis remains ultra Bullish on the stock with the deep valuation and limited threat from an AI chatbot. No ChatGPT Threat Yet In only… Source link
Read More »Google: Ignore Fear-Mongering About ChatGPT Disruption (NASDAQ:GOOG)
JHVEPhoto Don’t Fall For The ChatGPT “Fear Mongering” In October last year, one of the largest companies headquartered in Menlo Park dazzled us with its interpretation of the metaverse. It even changed its name from Facebook to Meta Platforms (META) subsequently, seeing its future firmly established in the VR world. This December, a company called OpenAI, backed by notable luminaries such as Tesla (TSLA) CEO Elon Musk, PayPal (PYPL) Co-Founder Peter Thiel, LinkedIn (MSFT) Co-Founder Reid… Source link
Read More »Google: Here’s What Things Would Look Like Without ‘Other Bets’ (NASDAQ:GOOG)
400tmax Cost discipline is a must in a low-growth environment Alphabet Inc.’s (NASDAQ:GOOG, NASDAQ:GOOGL) (“Google”) revenue growth is slowing and profits aren’t improving. In Q3 2022, Alphabet’s total revenue grew 6% YoY while total expenses (COGS+OPEX) increased 18% YoY. Google Services, the most lucrative segment representing 100% of Google’s operating income, saw its EBIT margin contract from 40% in 3Q21 to 32% in 3Q22. Per activist investor TCI Fund Management’s recent letter to CEO… Source link
Read More »Google Stock: Market Puking (NASDAQ:GOOG)
Alena Kravchenko Stalwart, blue-chip, US stock market juggernaut, and Google parent, Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), made a new 52-week low this week. This is a company that has over 10% revenue growth, a seemingly insurmountable ecosystem and moat, and now trades at only 10 times forward EV to EBITDA. In this report, we review Google’s business model, revenue growth drivers, capital allocation, current valuation and big risks. We conclude with our strong opinion on investing. Google … Source link
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