股票市场整体情况 - 成长型股票是今年股市上涨的关键驱动力且势头未减标普500确认进入牛市且有望实现25%的年涨幅去年已上涨24%牛市通常比熊市持续时间长成长型股票在市场乐观时期表现较好[1] 投资策略 - 优质股票长期可能带来高额收益不必只在牛市持有[2] 具体公司 - Alphabet - Alphabet以谷歌搜索闻名谷歌搜索占据全球约90%的搜索市场是其盈利增长的关键[4] - Alphabet的云计算业务发展迅速谷歌云季度营收超100亿美元季度运营利润超10亿美元最近季度营收超110亿美元运营利润达19亿美元[5] - Alphabet股票市盈率为24倍与亚马逊相比估值较低若股价翻倍市盈率为48倍略高于亚马逊且每股收益未来五年预计将以两位数增长[6][7] 具体公司 - SoundHound - SoundHound是AI语音技术创新者其平台受200多项专利保护可直接将语音转换为语义已涉足汽车和餐饮行业并逐步向金融医疗等行业拓展总市场规模约1400亿美元[8] - 最近季度营收增长89%全年营收指引从超8000万美元上调至8200 - 8500万美元[9] - 客户集中和行业多元化方面取得进展最大客户营收占比12%五个不同行业营收占比5% - 25%公司目前未盈利近期收购Amelia在医疗金融和保险领域影响力增强[10] - 目前股价不到7美元虽以27倍预期营收计算看似昂贵但未考虑长期增长潜力[11]

A report from a top news outlet put a damper on Google parent Alphabet's (GOOG -1.74%) (GOOGL -1.85%) stock on the second-to-last trading day of the week. Both of the company's listed stocks took a slight dive as a result, declining by nearly 2%. That was a steeper fall than the S&P 500's 0.6% slide.Strict federal oversight coming?That morning, The Washington Post reported that the government's Consumer Financial Protection Bureau (CFPB) is preparing the extraordinary step of directly placing core Alphabet ...

The Consumer Financial Protection Bureau reportedly aims to place Google under formal federal supervision.The Washington Post reported Thursday (Nov. 14) and said in a post on social platform X that the move “could subject the technology giant to the regular inspections and other rigorous monitoring that the government imposes on major banks.”The Consumer Financial Protection Bureau has taken steps to place Google under formal federal supervision, a move that could subject the technology giant to the regula ...

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical ...

关于Snowflake公司 - Snowflake股票在第三季度大幅削减被Alphabet抛售 [1][6] - 公司仍有竞争优势如基于云平台构建在流行云基础设施服务之上可跨平台共享数据并融入AI和机器学习能力 [7] - 采用按使用量付费平台透明定价模式受用户欢迎 [8] - 估值一直是问题随着营收增长放缓高市盈率和市销率难以接受 [9] - 经济疲软可能影响公司底线 [10] 关于Freshworks公司 - Alphabet在第三季度购买其股票且过去12个月大幅增持 [11][12] - 公司处于利用CRM软件需求增长的有利地位其解决方案多样 [12] - 融入AI技术如Freddy AI Agent助力销售 [13] - 第三季度销售额增长22%且上调全年销售预期 [14] - 获得更多大客户且客户年复购率高预示持续两位数销售增长 [15] - 若2028年前实现30%以上平均年收益增长当前市盈率可能是低价 [16] 关于AI行业 - 是潜在改变游戏规则的技术可带来巨大市场增长预计到2030年使全球GDP增长26%（15.7万亿美元） [2] - 华尔街投资者对AI股票态度不一可通过13F文件查看机构投资者买卖情况 [3] 关于Alphabet公司 - 截至9月底管理42只股票18.4亿美元投资组合 [4] - 在第三季度投资团队活跃度不高但在AI方面有两个突出交易 [5]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

In less than three decades, Alphabet has grown to become one of the world's most valuable companies.Alphabet (GOOGL 0.70%) (GOOG 0.74%) currently carries a gargantuan market cap of $2.2 trillion, making it one of the most valuable companies on the face of the planet. It is undoubtedly a leader when it comes to internet and tech-related services. And in the past decade, shares have soared 550%.Investors probably have this top-tier business on their watch lists as a potential portfolio addition. But before bu ...

Alphabet (GOOG 0.74%) (GOOGL 0.70%) has been a market beater for more than two decades and that run may not end anytime soon. Advertising growth is accelerating and Google Cloud and Waymo are leading their industries. Travis Hoium covers how the stock can beat the market in this video.*Stock prices used were end-of-day prices of Nov. 12, 2024. The video was published on Nov. 13, 2024. ...

Alphabet Inc. (GOOG) has shown impressive resilience in 2024, gaining around 31% amid a challenging economic and regulatory environment.As the company strengthens its position in artificial intelligence and digital advertising, it is also navigating competitive pressures and multiple antitrust challenges.With technical indicators signaling further bullish momentum, GOOG appears on track for a potential rise to $235 by the end of Q1 2025. Technical indicators signal a bullish outlookAccording to an analysis ...

As strong as Alphabet's recent numbers were, investors should be careful not to ignore the risks it still faces.Alphabet (GOOG 0.74%) (GOOGL 0.70%) has been a dominant force in the ad market for years, thanks to its incredibly popular Google Search engine. But with the emergence of artificial intelligence (AI) and chatbots, the company faces an uncertain future, and a recent antitrust ruling complicates matters even further for investors.The good news, however, is that the company is still performing except ...