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Editor's note: This analysis is written by Christopher Budd, a tech industry veteran who previously worked at the Microsoft Security Response Center.
YouTube's revenue will surpass Disney's this year, making it the top global player in media, according to a report by veteran Wall Street analyst Michael Nathanson. With $54.2 billion in revenue last year, the company is on pace to become No.
Isomorphic Labs, the AI drug discovery platform that was spun out of Google's DeepMind in 2021, has raised external capital for the first time. The $600 million round was led by Thrive Capital, with participation from GV, and existing investor Google's parent Alphabet, it said.
Ben Reitzes, Melius Research head of technology research, joins 'Power Lunch' to discuss why he says Google is losing the generative AI battle.
YouTube is big. Really big. Really, really big. How big? Try this: It's about to become the biggest media company in the world. Bigger than Disney.
Jefferies expects a "mullet" year for U.S. software companies, expecting first-half chop and second-half flow. Caroline Woods takes a closer look into the analyst note which cut price targets on Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META) and Microsoft (MSFT).
The US stock market is currently experiencing one of its sharpest corrections in recent history, driven by uncertainty around trade policy and declining economic growth forecasts. President Donald Trump's frequent shifts in international tariff rhetoric have left businesses and investors navigating a rapidly changing landscape.
On March 27, Alphabet Inc GOOG GOOGL Google introduced several new features across Search, Maps, and Gemini to enhance vacation planning, BofA Securities noted Monday.
Diane King Hall turns to a pair of price target cuts in Mag 7 giants as the market sells off. Stifel cut its price target on Tesla (TSLA) over reduced near-term delivery forecasts and plunging favorability from its user base.
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