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Alphabet's double-digit rally has lent credibility to our prior strong buy rating, with it apparent that the ongoing AI boom has boosted its cloud/advertising performance. With expanding cloud market share at the expense of its competitors and richer profit margins, this remains early innings to its AI growth story, as Gemini competes with OpenAI's GPT-5. The AI benefit has also been observed in GOOG's improved advertising performance, as similarly reported by META, with the segment remaining the former's top/bottom-line growth driver.
Rick Ducat joins Morning Movers to provide the technical perspective on Alphabet (GOOGL) shares. He shows a long-term resistance level being tested and upward trends taking shape on the RSI momentum study.
Tech platforms and legacy media companies are battling for streaming dominance, but right now YouTube TV leads the pack.
Reliance Industries Chairman Mukesh Ambani on Friday announced artificial intelligence partnerships with Google and Meta at the company's annual shareholder meeting. Reliance will leverage Google's AI and cloud computing capabilities to boost innovation across sectors like energy, retail, telecommunications and financial services.
Santa Ana, California-based entrepreneur Charlie Chang spent years posting finance videos on YouTube before he made a profit.
@AnthonyADSC Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla.
The agreement between YouTube and Fox comes after the companies had reached a short-term extension to prevent disruptions for YouTube TV subscribers. "We're pleased to have reached a deal that preserves the value of our service for our subscribers," YouTube said in a statement shared with CNBC.
Alphabet's strong revenue growth in Google Services and Cloud, driven by major partnerships, justifies my continued STRONG BUY rating despite high CAPEX. AI investments are not fueling a bubble; instead, they deliver real cost savings, productivity gains, and new revenue streams across industries, including Alphabet's own operations. Alphabet's AI and cloud infrastructure are attracting significant deals with Meta, Apple, OpenAI, Oracle, and UniCredit, positioning it for further market share gains.
YouTube said on Thursday it has reached an agreement with Fox that will keep Fox News, Fox Sports and other Fox channels available to YouTube TV subscribers.
NetApp CEO George Kurian teases the company's partnership with Google Cloud and describes its data management capabilities on 'The Claman Countdown.' #fox #foxnews #media #breakingnews #us #usa #new #news #breaking #theclamancountdown #georgekurian #netapp #google #googlecloud #nvidia #partnership #technology #tech #cloud #cloudcomputing #datamanagement #business #finance #innovation #ai #artificialintelligence