Shares of Alphabet (GOOG 2.50%) (GOOGL 2.65%) were among the winners last month after the tech giant unveiled a breakthrough with its new quantum chip, Willow.The news set off a surge in quantum computing stocks, and Alphabet jumped over a two-day span after the announcement, as it was the latest evidence that the company is on the cutting edge in the AI race.According to data from S&P Global Market Intelligence, the stock finished the month up 12%. As you can see from the chart below, the gains came largel ...

Shares of tech giant Alphabet (GOOG 2.13%) (GOOGL 2.66%) rallied as high as 3.4% today, before retreating to a 2% gain as of 3:04 p.m. ET, still well ahead of the Nasdaq Composite.Lots of technology names rallied today on the back of strong numbers out of Hon Hai Precision, which released very strong artificial intelligence (AI) server numbers for the month of December.However, Alphabet got an additional boost thanks to a positive note from a prominent Wall Street analyst.J.P. Morgan likes Alphabet for 2025 ...

Google is forming a new team to work on AI models that can simulate the physical world. Tim Brooks, one of the co-leads on OpenAI’s video generator, Sora, who left for Google’s AI research lab, Google DeepMind, last October, will lead the new team, he announced in a post on X. It’ll be a part of Google DeepMind. “DeepMind has ambitious plans to make massive generative models that simulate the world,” Brooks wrote Monday morning. “I’m hiring for a new team with this mission.”According to job listings Brooks ...

Alphabet Inc‘s GOOGL GOOG innovation machine is revving up for 2025, and Wall Street has its eyes firmly set on the tech titan. JPMorgan analyst Doug Anmuth is bullish on Alphabet’s Google, citing a flurry of advancements in generative AI, technical infrastructure, and autonomous driving as key growth drivers for the year ahead. “Google's accelerated pace of innovation is very evident into the new year with many significant recent product announcements,” says Anmuth, who reiterates his Overweight rating and ...

分组1: 公司表现与市场环境 - Alphabet在2022年股价下跌39% 主要由于数字广告市场疲软以及美联储加息引发的经济衰退担忧 [3] - 2023年至2024年底 Alphabet股价上涨115% 显示出强劲的复苏势头 [4] - 2023年Alphabet收入同比增长9% 2024年前九个月收入增长15% 数字广告行业的韧性为公司提供了坚实基础 [5] - 2024年第三季度 公司营业利润率从2022年的26%提升至32% 得益于成本削减和运营优化 [6] 分组2: 估值与投资吸引力 - 自2023年初以来 Alphabet的市盈率(P/E)增长了44% 但当前市盈率为25.2 与标普500指数持平 是“Magnificent Seven”中最便宜的股票 [7][8] - 尽管股价大幅上涨 知名基金经理Bill Ackman Chase Coleman和Chris Hohn仍持有Alphabet股票 显示其长期投资价值 [9] 分组3: 未来增长潜力 - 华尔街分析师预计 2024年至2026年 Alphabet的收入和每股收益将分别以11%和13%的复合年增长率增长 [10] - 公司将继续受益于数字广告的增长 以及云计算和流媒体娱乐等长期趋势 [11] - Alphabet的Waymo部门在自动驾驶技术领域具有潜力 未来可能成为重要的盈利来源 [11] - 公司有望在未来保持健康的收入增长 并推动盈利提升 为投资者提供可观的回报 [12]

公司业务分析 - 谷歌搜索是公司最大的收入来源 占上季度总收入的55% [2] - 公司其他业务包括YouTube广告 第三方广告销售 订阅 平台 设备收入和谷歌云收入 各占上季度总收入的8%至13% [14] - Waymo和Google Quantum AI是公司长期增长的重要项目 涉及自动驾驶和量子计算领域 [15] 市场竞争与挑战 - 聊天机器人如ChatGPT的崛起可能对谷歌搜索流量造成威胁 [2] - 谷歌正在开发"AI模式" 结合其Gemini模型的生成式AI能力 以保持搜索市场份额 [21] - 谷歌面临潜在的反垄断拆分风险 但公司会全力应对 可能延缓实际影响数年 [26] 财务表现与估值 - 谷歌搜索收入在过去五个季度中每个季度同比增长超过10% [13] - 公司市盈率为25.57 是"七巨头"中估值最低的股票 低于或等于标普500指数的22倍远期市盈率 [12] - 分析师给予公司"适度买入"评级 12个月目标价为206.69美元 潜在上涨空间7.23% [4][27] 长期发展前景 - 公司被认为是"七巨头"中最值得长期持有的股票之一 [9] - 量子计算领域的突破性进展 如Willow量子芯片的发布 可能带来长期巨大潜力 [23] - 公司整体业务保持强劲 长期投资领域具有改变世界的潜力 [4] 行业趋势 - 传统电视向在线视频的转变趋势为YouTube广告收入提供了强劲动力 [22] - 预计到2032年 整体网约车市场规模将增长近四倍 有利于Waymo的发展 [15]

投资策略 - Mark领导的投资小组Out Fox The Street提供股票选择和深度研究，帮助读者发现潜在的多倍股，并通过多样化管理投资组合风险 [1] - 该小组提供多种模型投资组合、具有明确催化剂的股票选择、每日更新、实时警报以及社区聊天和直接与Mark交流的机会 [1] 市场定位 - 建议投资者加入Out Fox The Street，以更好地定位自己在被市场低估的股票中，目标是在2024年底前实现收益 [2] 信息披露 - 文章中的信息仅供信息参考，不应被视为购买或出售证券的招揽 [3] - 分析师披露其未持有任何提及公司的股票、期权或类似衍生品，且在未来72小时内无计划启动任何此类头寸 [4]

Artificial intelligence pushed many stock prices higher, but these three remain great values.The last two years have been dominated by artificial intelligence (AI) stocks. The influx of spending on AI infrastructure and development, combined with investors' excitement around the potential for it to change multiple industries, pushed the prices of several companies' stocks into astronomical territories. It may be hard to find a great company with a stock trading at a fair price for less than $200.But there c ...

Epic Games filed its another answer to Google’s appeal of its guilty verdict in its antitrust trial over how it governs its Google Play Store. Epic Games, which has been in litigation with Google ever since the latter (and Apple) removed Epic’s Fortnite battle royale game from the Google Play Store after Epic Games sued for antitrust violations in 2020. “This case is a reckoning long overdue. The trial record is replete with proof of Google’s years-long strategy to suppress competition among app stores and ...

In Brief CEO Sundar Pichai reportedly told Google employees that 2025 will be a “critical” year for the company.CNBC reports that it obtained audio from a December 18 strategy meeting where Pichai and other executives put on ugly holiday sweaters and laid out their priorities for the coming year. “I think 2025 will be critical,” Pichai said. “I think it’s really important we internalize the urgency of this moment, and need to move faster as a company. The stakes are high.”The moment, of course, is one wher ...