China and U.S. Compete in Robotaxi Launch in the U.K.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 14 2025
0mins
Should l Buy GOOG?
Source: WSJ
- Robotaxi Competition: The race for robotaxi technology is intensifying among leading companies in the field.
- Key Players: Major contenders include a company supported by Alphabet, Google's parent company, and Baidu's autonomous-driving division.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GOOG?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOG is 336.08 USD with a low forecast of 255.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 311.330
Low
255.00
Averages
336.08
High
400.00
Current: 311.330
Low
255.00
Averages
336.08
High
400.00
About GOOG
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.
Analysis of Smart Money Flows
- Concentration of Money Flows: Most portfolios are now heavily concentrated in the 'Magnificent Seven' stocks, indicating a high dependency on these companies, which could lead to concentrated investment risks.
- Apple's Outflow: In early trading, Apple Inc (AAPL) experienced negative money flows, suggesting a decline in investor confidence that may impact its short-term stock performance.
- Divergent ETF Performance: Both SPDR S&P 500 ETF Trust (SPY) and Nasdaq 100 ETF (QQQ) saw positive money flows in early trading, reflecting market optimism towards these indices, potentially driving related stocks higher.
- Investment Strategy Advice: Investors are advised to continue holding quality long-term positions while adding tactical investments based on market signals, and to stay within the Arora Protection Band to participate in upside while protecting against downside risks.
See More
Google Upgrades Gemini 3 Deep Think for Enhanced AI Applications
- Technology Upgrade: Google announced that its Gemini 3 Deep Think model is now available in the Gemini app for Google AI Ultra subscribers, marking the first time it is offered through the Gemini API to select researchers and enterprises, aimed at driving practical applications in science, coding, and engineering.
- Performance Breakthrough: The updated Deep Think demonstrated exceptional performance across several academic benchmarks, notably setting a new standard of 48.4% on Humanity’s Last Exam and achieving an unprecedented 84.6% on the ARC-AGI-2 reasoning benchmark, showcasing its robust capabilities in complex data interpretation and physical system modeling.
- Broad Applications: In addition to mathematics and programming, Gemini 3 Deep Think excels in broad scientific domains such as chemistry and physics, achieving gold medal-level results in the written sections of the 2025 International Physics and Chemistry Olympiads, further solidifying its significance in scientific research.
- Competitive Advantage: With the launch of Gemini 3 Deep Think, Google significantly enhances its competitiveness in the AI space, particularly against products like OpenAI's ChatGPT and Anthropic's Claude, demonstrating its leadership in cutting-edge technology applications.
See More
Bill Ackman's New Investment Position
- Portfolio Update: Bill Ackman's new investment position in Pershing Square Capital Management has garnered market attention, although specific investment details remain undisclosed, its influence is significant.
- Market Reaction: On the day of the video release, Ackman's portfolio could impact the trading performance of related stocks, with investors maintaining a keen interest in his investment strategies.
- Investor Education: The video aims to help viewers understand Ackman's investment philosophy, encouraging more people to pay attention to his decisions and market trends.
- Subscription and Engagement: The video also urges viewers to subscribe to the channel and click on the special offer link, reflecting Ackman and his team's proactive approach to engaging with investors through social media.
See More
Bill Ackman's New Investment Position in Pershing Square Capital Management
- Portfolio Update: Bill Ackman's new investment position in Pershing Square Capital Management has garnered market attention, although specific investment details remain undisclosed, its influence could impact the market performance of related stocks.
- Market Performance Comparison: Based on trading data from February 11, 2026, Ackman's portfolio performance shows potential advantages over the S&P 500's 196% return, highlighting the effectiveness of his investment strategy.
- Investment Recommendations: The Motley Fool's analyst team identified 10 stocks for investment, notably excluding Meta Platforms, indicating a cautious outlook on its future performance, which may affect investor decisions.
- Investor Community: The Motley Fool's investment community provides a platform for individual investors to share experiences and strategies, enhancing investor engagement and confidence in their investment choices.
See More
Waymo Launches Sixth-Generation Driverless Robotaxi Service
- Technology Upgrade: Waymo has begun using its sixth-generation driverless system to provide robotaxi rides in Ojai vehicles, which utilize more cost-effective parts and can operate in harsher weather conditions, thereby enhancing service reliability and safety.
- Market Expansion Plans: Initially offering service to employees and their guests in the San Francisco Bay Area and Los Angeles, Waymo aims to gradually expand to new cities with a goal of opening to public riders later this year, further solidifying its lead in the U.S. market.
- International Market Strategy: Currently providing fully autonomous robotaxi service in six U.S. markets, Waymo plans to enter London in 2026, demonstrating its ambition for global expansion despite competitive pressures from Chinese rivals.
- Financial Performance: Waymo's
See More
Waymo Launches Sixth-Generation Driverless Robotaxis
- Technology Upgrade: Waymo's sixth-generation Ojai robotaxis are now providing rides for employees and guests in San Francisco and Los Angeles, utilizing more cost-effective parts that enhance navigation in harsh weather, thereby strengthening the company's competitive edge in the U.S. market.
- Expansion Plans: Waymo aims to open its services to the public later this year, initially launching in the San Francisco Bay Area and Los Angeles before gradually expanding to other cities, with the goal of solidifying its leadership in the autonomous taxi market.
- Market Potential: According to Goldman Sachs, the global driverless taxi market could exceed $25 billion by 2030, and Waymo's expansion strategy positions it to capture a larger share of this rapidly growing market.
- Safety and Compliance: While Waymo uses base models from Chinese automaker Geely, the company has assured that it will not provide any access to its autonomous driving technology or sensor data, ensuring the safety and independence of its technology.
See More
Analysis of Smart Money Flows
- Concentration of Money Flows: Most portfolios are now heavily concentrated in the 'Magnificent Seven' stocks, indicating a high dependency on these companies, which could lead to concentrated investment risks.
- Apple's Outflow: In early trading, Apple Inc (AAPL) experienced negative money flows, suggesting a decline in investor confidence that may impact its short-term stock performance.
- Divergent ETF Performance: Both SPDR S&P 500 ETF Trust (SPY) and Nasdaq 100 ETF (QQQ) saw positive money flows in early trading, reflecting market optimism towards these indices, potentially driving related stocks higher.
- Investment Strategy Advice: Investors are advised to continue holding quality long-term positions while adding tactical investments based on market signals, and to stay within the Arora Protection Band to participate in upside while protecting against downside risks.
See More
Google Upgrades Gemini 3 Deep Think for Enhanced AI Applications
- Technology Upgrade: Google announced that its Gemini 3 Deep Think model is now available in the Gemini app for Google AI Ultra subscribers, marking the first time it is offered through the Gemini API to select researchers and enterprises, aimed at driving practical applications in science, coding, and engineering.
- Performance Breakthrough: The updated Deep Think demonstrated exceptional performance across several academic benchmarks, notably setting a new standard of 48.4% on Humanity’s Last Exam and achieving an unprecedented 84.6% on the ARC-AGI-2 reasoning benchmark, showcasing its robust capabilities in complex data interpretation and physical system modeling.
- Broad Applications: In addition to mathematics and programming, Gemini 3 Deep Think excels in broad scientific domains such as chemistry and physics, achieving gold medal-level results in the written sections of the 2025 International Physics and Chemistry Olympiads, further solidifying its significance in scientific research.
- Competitive Advantage: With the launch of Gemini 3 Deep Think, Google significantly enhances its competitiveness in the AI space, particularly against products like OpenAI's ChatGPT and Anthropic's Claude, demonstrating its leadership in cutting-edge technology applications.
See More
Bill Ackman's New Investment Position
- Portfolio Update: Bill Ackman's new investment position in Pershing Square Capital Management has garnered market attention, although specific investment details remain undisclosed, its influence is significant.
- Market Reaction: On the day of the video release, Ackman's portfolio could impact the trading performance of related stocks, with investors maintaining a keen interest in his investment strategies.
- Investor Education: The video aims to help viewers understand Ackman's investment philosophy, encouraging more people to pay attention to his decisions and market trends.
- Subscription and Engagement: The video also urges viewers to subscribe to the channel and click on the special offer link, reflecting Ackman and his team's proactive approach to engaging with investors through social media.
See More
Bill Ackman's New Investment Position in Pershing Square Capital Management
- Portfolio Update: Bill Ackman's new investment position in Pershing Square Capital Management has garnered market attention, although specific investment details remain undisclosed, its influence could impact the market performance of related stocks.
- Market Performance Comparison: Based on trading data from February 11, 2026, Ackman's portfolio performance shows potential advantages over the S&P 500's 196% return, highlighting the effectiveness of his investment strategy.
- Investment Recommendations: The Motley Fool's analyst team identified 10 stocks for investment, notably excluding Meta Platforms, indicating a cautious outlook on its future performance, which may affect investor decisions.
- Investor Community: The Motley Fool's investment community provides a platform for individual investors to share experiences and strategies, enhancing investor engagement and confidence in their investment choices.
See More
Waymo Launches Sixth-Generation Driverless Robotaxi Service
- Technology Upgrade: Waymo has begun using its sixth-generation driverless system to provide robotaxi rides in Ojai vehicles, which utilize more cost-effective parts and can operate in harsher weather conditions, thereby enhancing service reliability and safety.
- Market Expansion Plans: Initially offering service to employees and their guests in the San Francisco Bay Area and Los Angeles, Waymo aims to gradually expand to new cities with a goal of opening to public riders later this year, further solidifying its lead in the U.S. market.
- International Market Strategy: Currently providing fully autonomous robotaxi service in six U.S. markets, Waymo plans to enter London in 2026, demonstrating its ambition for global expansion despite competitive pressures from Chinese rivals.
- Financial Performance: Waymo's
See More
Waymo Launches Sixth-Generation Driverless Robotaxis
- Technology Upgrade: Waymo's sixth-generation Ojai robotaxis are now providing rides for employees and guests in San Francisco and Los Angeles, utilizing more cost-effective parts that enhance navigation in harsh weather, thereby strengthening the company's competitive edge in the U.S. market.
- Expansion Plans: Waymo aims to open its services to the public later this year, initially launching in the San Francisco Bay Area and Los Angeles before gradually expanding to other cities, with the goal of solidifying its leadership in the autonomous taxi market.
- Market Potential: According to Goldman Sachs, the global driverless taxi market could exceed $25 billion by 2030, and Waymo's expansion strategy positions it to capture a larger share of this rapidly growing market.
- Safety and Compliance: While Waymo uses base models from Chinese automaker Geely, the company has assured that it will not provide any access to its autonomous driving technology or sensor data, ensuring the safety and independence of its technology.
See More
