OpenAI said it might buy AI chips from Google. Nvidia won the deal by cutting its GPU price 30%. By 2030, Google's AI chip market share could hit 25% — hurting $NVDA.
Alphabet ($GOOGL) stock has rallied 13% over the past month and is up 68% year-to-date. The rally in GOOGL stock is driven by optimism for the ...
After dealing with some headwinds earlier this year, stemming from intensifying artificial intelligence (AI) competition and ...
Google stock has surged 51% YTD, driven by strong earnings. However, concerns about AI-related capital expenditures (CAPEX) have been weighing in recent weeks. GOOG's massive AI CAPEX is pressuring ...
Alphabet has delivered a 2,017% return since 2010 despite numerous product failures and legal challenges. The company's willingness to fail fast and fail often is actually its greatest strength, not a ...