Key Research Findings for Alphabet, IBM, and Merck
Zacks Research Daily Highlights: The report features research on 16 major stocks, including Alphabet, IBM, and Merck, along with micro-cap stocks SandRidge Energy and NeurAxis, emphasizing unique insights into smaller companies.
Alphabet's Performance: Alphabet's shares have outperformed the industry, driven by growth in Google Cloud and advancements in AI, despite ongoing litigation requiring data sharing with rivals.
IBM's Growth Strategy: IBM is focusing on its Watsonx platform and hybrid cloud solutions, but faces challenges from declining consulting sales and macroeconomic pressures.
Merck's Sales Dynamics: Merck's sales are bolstered by its Keytruda drug, despite facing competitive pressures and challenges in the Chinese market, while also pursuing M&A to enhance its pipeline.
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Waymo Launches Driverless Service at San Francisco International Airport
- Service Expansion: Waymo announced it will gradually open its driverless ride-hailing service at San Francisco International Airport, initially serving select customers and planning to welcome all riders in the coming months, thereby enhancing its competitive edge in the autonomous market.
- Airport Coverage: San Francisco International Airport becomes Waymo's third major airport, following services at San Jose and Phoenix, which will help the company secure a stronger position against competitors like Uber and Lyft.
- Passenger Demand: Waymo co-CEO Tekedra Mawakana stated that providing rides to and from San Francisco International Airport addresses one of the most requested features by riders, anticipating a surge in demand for reliable autonomous rides this year due to major events.
- Operational Locations: Initial pickups and drop-offs will occur at the airport's rental car center, with plans to expand to terminals and other locations, reflecting Waymo's strategic intent to enhance user experience and service coverage.

Pentagon and Anthropic at an Impasse Over AI Safeguards
- Negotiation Stalemate: The Pentagon and AI startup Anthropic are at an impasse over a $200 million contract, primarily concerning safeguards against the use of its technology for autonomous weapon targeting and domestic surveillance, highlighting tensions between government and tech firms.
- Safety Usage Dispute: Anthropic's stance on its AI tools has led to disagreements with the Trump administration; while the company claims its technology is widely used for national security missions, concerns about potential surveillance and weapon targeting reflect deep ethical considerations regarding technology use.
- Future Cooperation Needs: Pentagon officials noted that despite policy disagreements, they should be able to deploy commercial AI technology as long as it complies with U.S. law, indicating a likely need for Anthropic's cooperation to ensure the safe application of its technology moving forward.
- Optimistic IPO Outlook: Anthropic expects to generate up to $148 billion by 2029, surpassing OpenAI's projections, and with investments from Nvidia and Microsoft accelerating its IPO plans, the market shows strong confidence in AI technology's future potential.






