GOOGLE LAUNCHES GLOBAL AI-ENABLED LIVE SEARCH EXPANSION
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 15 hours ago
0mins
Should l Buy GOOGL?
Source: moomoo
Google Expands Search Capabilities: Google has announced the global expansion of its search capabilities, enhancing the way users can find information online.
Introduction of AI Mode: The new features include an AI mode that supports users in their search queries, aiming to provide more relevant and personalized results.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 290.930
Low
305.00
Averages
374.25
High
400.00
Current: 290.930
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Micron Technology Stock Plummets After Earnings Report
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- New Technology Threat: Google's introduction of the TurboQuant algorithm, which could enhance AI storage efficiency and reduce reliance on memory chips, raises additional concerns for Micron and its peers, potentially intensifying competition in the industry.
- Strong Earnings Outlook: Despite the stock decline, Micron anticipates third-quarter revenue of $33.5 billion, a significant increase from $23.9 billion in the second quarter, indicating robust profit growth potential in the coming quarters.
- Market Cyclicality: Historically, Micron's stock has experienced cyclical fluctuations; although the current decline is concerning, analysts expect the stock to rebound in the coming quarters as profits continue to grow, suggesting sustained demand for memory chips.
See More
Micron Technology Shares Drop Over 20% Post Earnings
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- Strong Earnings Outlook: Despite the stock decline, Micron anticipates third-quarter revenue reaching $33.5 billion, a notable increase from $23.9 billion in the second quarter, with adjusted earnings per share projected at $19.15, indicating robust growth potential for the company.
- Cyclical Market Risks: Historically, Micron's stock tends to decline before peaks in memory cycles, with investor concerns about future profitability intensifying, especially after a significant rise in stock price over the past year, leading to a more cautious outlook.
- Impact of AI Technology: Google's new algorithm could reduce the demand for memory, and while the specific implications remain unclear, this adds another layer of risk for Micron and its peers, potentially affecting future market share and profitability.
See More
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- Optimistic Future Outlook: Nvidia projects Q1 fiscal 2027 revenue to hit approximately $78.0 billion, showcasing robust growth momentum, and CEO Jensen Huang indicated at the recent GTC event that total revenue could reach $1 trillion from 2025 to 2027, highlighting unusually strong demand visibility.
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See More
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See More
Micron Technology Stock Plummets After Earnings Report
- Stock Price Plunge: Micron Technology's stock fell 23% within a week following a strong earnings report, reflecting investor concerns about the sustainability of growth in the memory chip sector and signaling a lack of confidence in future performance.
- New Technology Threat: Google's introduction of the TurboQuant algorithm, which could enhance AI storage efficiency and reduce reliance on memory chips, raises additional concerns for Micron and its peers, potentially intensifying competition in the industry.
- Strong Earnings Outlook: Despite the stock decline, Micron anticipates third-quarter revenue of $33.5 billion, a significant increase from $23.9 billion in the second quarter, indicating robust profit growth potential in the coming quarters.
- Market Cyclicality: Historically, Micron's stock has experienced cyclical fluctuations; although the current decline is concerning, analysts expect the stock to rebound in the coming quarters as profits continue to grow, suggesting sustained demand for memory chips.
See More
Micron Technology Shares Drop Over 20% Post Earnings
- Significant Stock Decline: Micron Technology's shares have plummeted over 23% following a strong second-quarter earnings report, reflecting market concerns about the sustainability of the memory sector and threats from Google's new algorithm, leading to diminished investor confidence.
- Strong Earnings Outlook: Despite the stock decline, Micron anticipates third-quarter revenue reaching $33.5 billion, a notable increase from $23.9 billion in the second quarter, with adjusted earnings per share projected at $19.15, indicating robust growth potential for the company.
- Cyclical Market Risks: Historically, Micron's stock tends to decline before peaks in memory cycles, with investor concerns about future profitability intensifying, especially after a significant rise in stock price over the past year, leading to a more cautious outlook.
- Impact of AI Technology: Google's new algorithm could reduce the demand for memory, and while the specific implications remain unclear, this adds another layer of risk for Micron and its peers, potentially affecting future market share and profitability.
See More
Nvidia's Stock Stagnation: Analyzing the Underlying Factors
- Significant Revenue Growth: Nvidia reported a 73% year-over-year revenue increase in Q4 FY2026, reaching $68.1 billion, primarily driven by a 75% surge in data center sales, indicating strong demand for AI computing, yet the stock price has not reflected this growth.
- Robust Profitability: The company's earnings per share soared to $1.76 from $0.89 a year ago, and it returned $41.1 billion to shareholders through buybacks and dividends, demonstrating strong cash flow that supports ongoing shareholder returns.
- Intensifying Market Competition: Despite Nvidia's strong market performance, it faces competition from tech giants like Alphabet and Amazon, which are developing their own AI chips, potentially undermining Nvidia's pricing power and increasing uncertainty about future profitability.
- Valuation Pressure: With a current price-to-earnings ratio of about 36, the market has high expectations for Nvidia's future growth; however, maintaining a gross margin of 75.2% will become increasingly challenging as the AI hardware market matures, which may affect investor confidence in its future performance.
See More
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- Significant Revenue Growth: Nvidia's fiscal Q4 revenue reached $68.1 billion, soaring 73% year-over-year, primarily driven by a 75% increase in data center sales to $62.3 billion, indicating sustained demand for AI computing.
- Strong Profitability: The company's earnings per share surged from $0.89 to $1.76 year-over-year, reflecting its ability to maintain exceptional profitability in a rapidly growing market, while returning $41.1 billion to shareholders through buybacks and dividends during the fiscal year, boosting investor confidence.
- Optimistic Future Outlook: Nvidia projects Q1 fiscal 2027 revenue to hit approximately $78.0 billion, showcasing robust growth momentum, and CEO Jensen Huang indicated at the recent GTC event that total revenue could reach $1 trillion from 2025 to 2027, highlighting unusually strong demand visibility.
- Increasing Market Challenges: Despite impressive performance, Nvidia's stock has stagnated over the past six months, partly due to a price-to-earnings ratio of about 36, with market caution regarding hardware businesses potentially leading to investor concerns about future profitability, especially amid intensifying competition.
See More
Microsoft's Cloud Growth Lags, Meta Faces Challenges
- Microsoft Cloud Growth Slows: In Q2 FY2026, Microsoft's cloud revenue reached $50 billion, growing 39% year-over-year, yet it lags behind Alphabet's Google Cloud, indicating increasing competitive pressure in the cloud computing market.
- Meta's Earnings Growth Weakens: Meta's Q4 FY2026 revenue rose nearly 24% to $59.9 billion, but its earnings per share only increased by 11% to $8.88, highlighting significant challenges to profitability, especially ahead of its planned capital expenditures of $115 billion to $135 billion.
- Alphabet's Cloud Business Thrives: Alphabet's Google Cloud achieved an impressive 48% year-over-year growth in Q4, nearing $18 billion in revenue, becoming a major profit driver and showcasing its leading position in the cloud computing sector.
- Overall Market Decline: Stocks of Microsoft, Meta, and Alphabet have all declined, with Microsoft down 24%, Meta down 17%, and Alphabet down 10% year-to-date, reflecting market reevaluation of tech stocks and concerns over AI infrastructure investments.
See More
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- Tech Stock Decline: On Thursday, META shares fell 8%, leading declines in Big Tech, with a combined market value loss of $503 billion among the top five U.S. tech companies, reflecting market concerns over the prolonged conflict in Iran.
- Poor Market Performance: The S&P 500 dropped 1.7%, marking its largest decline since January 20, while the Nasdaq fell 2%, entering correction territory, indicating a waning investor confidence in tech stocks.
- Improved Retail Sentiment: Despite facing unfavorable court rulings, retail sentiment for META and Microsoft shifted to 'extremely bullish', suggesting investors are seeking buying opportunities amid the current downturn, particularly as Microsoft's stock is down 34% from its October peak.
- Rising Risk Aversion: Analysts noted that with rising 10-year Treasury yields and the potential prolonged closure of the Strait of Hormuz, tech stocks are no longer seen as safe havens, prompting investors to rotate into defensive sectors to mitigate market volatility.
See More
