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Googl

All articles tagged with #googl

market-news1 day ago•14 min saved

Alphabet strengthens online security with device-bound cookies for Chrome

Alphabet (GOOGL) unveiled a new cookie-protection feature called Device Bound Session Credentials for Chrome, using Windows’ TPM and macOS’ Secure Enclave to generate a non-exportable key pair and issue short-lived session cookies only after proving the private key to the server, aiming to stop malware from hijacking sessions as AI and other online threats grow. The move aligns with Alphabet’s cybersecurity priorities while the stock remains favored by analysts, with a consensus Strong Buy and a target around $377.90 (~19% upside).

via TipRanks|

#alphabet #cookies #cybersecurity

market-news11 days ago•15 min saved

Memory stock slide cools after Google AI memory tweak, analysts stay upbeat

Micron (MU) and SanDisk (SNDK) opened lower Monday with no company-specific news, as investors priced in weaker memory-demand expectations after Google’s TurboQuant AI-memory compression. MU is down about 8% and SNDK about 7%, with a five-day drop over 17%. Despite the selloff, analysts remain largely bullish: Morgan Stanley’s Joseph Moore reiterates Buy on both names with targets around $520 for MU and $690 for SNDK, noting TurboQuant affects only KV Cache memory, not overall memory. Other voices dismiss the pullback, arguing the sector’s up–side remains intact. TipRanks’ comparisons also point MU having higher upside than SNDK (roughly 58% vs 17.7%).

via TipRanks|

#ai #googl #market-news

market-news15 days ago•16 min saved

Google TurboQuant Sparks Memory-Stock Pullback, Analysts Urge Buying the Dip

Micron (MU) and SanDisk (SNDK) slid in pre-market trading after Google unveiled TurboQuant, an AI-memory compression tech that could reduce memory demand; MU fell about 7% and SNDK about 11%, with peers WDC and STX also down as the sector weighs potential weaker DRAM/NAND demand. Analysts are split on the impact: KC Rajkumar sees limited 3–5 year demand destruction and maintains a MU price target around $700, while Andrew Rocha cautions that AI memory needs could shrink demand if adoption is rapid. TipRanks data suggest MU has the strongest upside among major memory names, making the recent drop a potential buying opportunity for some investors.

via TipRanks|

#ai-memory #googl #market-news

market-news27 days ago•17 min saved

META Avocado AI Delay Sparks Short-Term Dip, Long-Term AI Bets Continue

Meta Platforms’ stock fell about 4% after reports that its Avocado AI model launch is delayed to May and lags rivals; analysts say the setback is a temporary hiccup in a crowded AI race, as Meta maintains hefty AI investments and a longer-term growth plan, with a Strong Buy consensus and upside potential around $858.86.

via TipRanks|

#ai #avocado #googl

technology1 month ago•15 min saved

Microsoft Signals Commercial Quantum Breakthrough, Reframing the AI-Cloud Race

Microsoft says commercial quantum machines could be in data centers by the end of the decade, with 2029 tasks that classical computers cannot perform, emphasizing a hybrid role rather than replacement. The stance signals long‑term upside for MSFT’s cloud/AI platform, while IonQ, Amazon, and Alphabet may benefit from cloud access and tools; near‑term stock moves are unlikely as quantum-driven data-center demand could emerge in the early 2030s, with QBTS and RGTI used as comparables.

via TipRanks|

#amzn #googl #ionq

market-news2 months ago•14 min saved

MSFT Tops Hyperscaler Buy Desk After Earnings, Analysts Say

Microsoft, Amazon, and Alphabet posted December-quarter results with AI-related capex driving cloud expansion: MSFT highlighted Azure growth and OpenAI partnerships, AMZN emphasized AWS capacity and AI silicon investments, and Alphabet showed Google Cloud backlog and margins improving. Analysts still rate all three as Strong Buys, with MSFT offering the highest upside and the lowest P/E, making it the preferred value pick among the hyperscalers.

via TipRanks|

#ai #amzn #googl

market-news2 months ago•13 min saved

Nvidia Stock Climbs as Huang Defends AI Capex Surge

Nvidia shares rose about 8% after CEO Jensen Huang argued on CNBC that AI-related capex by major tech firms is necessary and sustainable, driven by a massive infrastructure buildout for AI. He pointed to growing cash flows and rising demand for computing power, with hyperscalers like Meta, Amazon, Alphabet, and Microsoft potentially spending up to $660 billion on capex this year, much of it on AI infrastructure and Nvidia chips. Analysts show a Strong Buy consensus with an average target near $260, implying roughly 40% upside.

via TipRanks|

#amzn #googl #market-news

technology2 months ago•17 min saved

Alphabet Bets Big on Cloud as CapEx Surges Beyond Forecasts

Alphabet posted solid fourth-quarter results, with Google Cloud revenue up 48% year over year and margins improving, but it forecast 2026 capital expenditures of $175–$185 billion—far above consensus around $115 billion—indicating a heavy investment push into cloud/AI that pressured the stock.

via Barron's|

#alphabet #capital-expenditure #cloud-computing

market-news2 months ago•16 min saved

Alphabet Eyes Fresh Upside on Street-High Target Ahead of Earnings

TipRanks notes Alphabet (GOOG) landed a street-high $400 price target ahead of its Q4 report, with Jefferies' Brent Thill saying AI leadership and solid fundamentals could propel shares higher even as the stock trades at a premium; Buy ratings prevail, and cloud/AI catalysts, along with ad momentum, point to upside into 2026.

via TipRanks|

#ai #alphabet #earnings

business2 months ago•3 min saved

Alphabet Faces High Bar as AI Momentum Powers Q4 Preview

Alphabet is set to report Q4 results after the bell with consensus revenue around $104.75 billion and EPS about $2.62, as analysts highlight Gemini AI momentum and potential monetization from Genie 3; optimism is buoyed by AI strength across Search, Ads and Cloud, with several firms raising price targets and investors watching Alphabet's AI investments (Waymo, SpaceX) and its role in major indexes and ETFs.

via Benzinga|

#alphabet #business #gemini-ai

market-news2 months ago•15 min saved

PayPal Slides on 2026 Outlook as New HP CEO Takes the Helm

PayPal shares fell over 16% in pre-market trading after a Q4 earnings miss and a weak 2026 profit outlook. Adjusted EPS came in at $1.23 vs $1.29 expected, with revenue of $8.68B versus $8.80B expected. For FY26, the company guided to EPS of about $5.75, a touch above consensus ($5.73). Branded checkout growth slowed to 1% in Q4 amid softer U.S. consumer spending and competitive pressure. Enrique Lores, current HP CEO, will become PayPal’s president and CEO on March 1, with CFO/COO Jamie Miller as interim. TipRanks still labels PYPL as Hold with a target near $65.76, implying roughly 25% upside.

via TipRanks|

#aapl #googl #hpq

market-news2 months ago•15 min saved

Alphabet-backed Waymo Valuation Tops $110 Billion in New $16B Funding

Alphabet is backing a $16 billion funding round that values Waymo at about $110 billion, more than doubling the company’s valuation and signaling Alphabet’s strong confidence in the self-driving unit. The round is led by Alphabet with participation from Sequoia Capital, Dragoneer, DST Global, Andreessen Horowitz and Mubadala. Waymo says it has completed over 20 million rides and logged 125 million autonomous miles and expects to hit 1 million paid rides per week later this year across cities like San Francisco, Los Angeles, Phoenix and Miami, with testing in London and Tokyo. Waymo’s Level 4 driverless tech relies on cameras, lidar, and detailed maps, contrasting Tesla’s Level 2 approach. The funding underscores Alphabet’s central role in Waymo’s growth and comes ahead of Alphabet’s earnings call.

via TipRanks|

#alphabet #autonomous-vehicles #goog

business2 months ago•15 min saved

Jefferies Flags META Trading at Historical Discount to GOOGL After Q4 Beat

Meta Platforms gained about 7–8% pre-market after a solid Q4 beat, with Jefferies noting META trades at roughly 21x forward earnings versus Alphabet’s ~28x—a gap the firm says is wider than historical norms and implies a valuation discount. META posted $8.88 per share on $59.89B in revenue; it also guided capex up to $135B to power AI, a spend that could compress margins by around 5% this year, though cost controls and a leaner metaverse push are positives. Five-star analyst Brent Thill remains bullish with a $910 price target (≈35% upside), and the street-wide Strong Buy rating still points to meaningful upside, with an average target around $830 (~24% upside).

via TipRanks|

#ai #business #googl

business2 months ago•14 min saved

Nvidia’s CoreWeave Bet Draws Game-Changer Tag From Evercore

Evercore ISI analyst Amit Daryanani calls Nvidia’s additional $2 billion investment in CoreWeave a game-changing move that could lift Nvidia’s stake to about 12–13% and unlock high-margin software monetization (SUNK and Mission Control) while CoreWeave expands into CPUs and storage, targeting over $100 million in ARR; CRWV carries a rough $126.77 price target with roughly 14–15% upside, though risks include customer concentration and potential GPU obsolescence.

via TipRanks|

#ai #amzn #business

business2 months ago•14 min saved

Alphabet Appeals Monopoly Ruling Data-Share Pause Amid Antitrust Fight

Alphabet’s Google unit is asking the court to pause the data-sharing requirement tied to a ruling that Google held an illegal online-search monopoly, arguing that search data is a core business asset and sharing could expose irrecoverable trade secrets. Google will comply with other remedies, such as capping one-year preloads on Gemini, while the DOJ and a coalition of states decide by Feb. 3 whether to appeal; the court has rejected a full breakup of Chrome so far. The stock slipped about 0.8% to around $330, and analysts still show a Strong Buy with a target of $342.39 (roughly 3.8% upside).

via TipRanks|

#alphabet #antitrust #business