Alphabet and Meta: AI-Driven Investment Opportunities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy GOOGL?
Source: Fool
- Google's AI Advantage: Alphabet has established a comprehensive AI ecosystem with its leading Gemini AI model and proprietary TPU chips, driving growth in Google Search and positioning itself as an AI winner, with expectations to maintain competitive advantages in the future.
- Cost Structure Advantage: By utilizing its custom chips, Alphabet can train AI models and perform inference at lower costs, providing more attractive services in its cloud computing business, thereby enhancing its market position.
- Meta's Advertising Growth: Meta Platforms leverages AI to optimize its recommendation algorithms, increasing user engagement on its apps, which has led to a 24% revenue growth last quarter, reflecting strong market demand and profitability.
- Future Growth Potential: With the introduction of ads on new platforms like WhatsApp and Threads, Meta is expected to further expand its user base and revenue streams, and combined with the application of AI technology, the future growth outlook is promising, making it a top stock for investors.
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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: 305.720
Low
305.00
Averages
374.25
High
400.00
Current: 305.720
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.
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- Cost Structure Advantage: By utilizing its custom chips, Alphabet can train AI models and perform inference at lower costs, providing more attractive services in its cloud computing business, thereby enhancing its market position.
- Meta's Advertising Growth: Meta Platforms leverages AI to optimize its recommendation algorithms, increasing user engagement on its apps, which has led to a 24% revenue growth last quarter, reflecting strong market demand and profitability.
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See More
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- Performance Discrepancy: Walmart's stock has surged approximately 163% over the past five years, while Target's has plummeted about 40%, indicating Walmart's success in attracting consumers across income levels and boosting online sales, whereas Target struggles with declining sales and store traffic.
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