$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I/O 2025 demonstrated Alphabet's full acceleration in AI, with Gemini at its core to drive innovation in Search, Workspace, generative media, cloud infrastructure, and mobile devices, among others.Goldman Sachs maintains its "buy"Goldman Sachs maintains a Buy rating on Alphabet with a $220 price target based on its competitive advantages in AI distribution, personalization, and infrastructure.Despite risks such as competition and regulation, Alphabet's AI strategy provides a solid foundation for long-term growth.An OverviewTopic: Accelerating AI Innovation with Gemini at its CoreKey area: the full integration of AI technology into Alphabet's product lines, including Sea

The tech titans are at it again. Alphabet’s stock nosedived after whispers surfaced that Apple might roll out an AI-powered search feature in Safari, threatening Google’s iron grip on the search market. But the stock has clawed its way back, sparking a heated debate: Can Apple really steal Google’s crown? Is Alphabet’s dip a golden buying opportunity, or a sign of darker days ahead? Let’s unpack this high-stakes showdown, crunch the numbers, and set some bold target prices for both companies. Apple’s AI Gambit: A Real Threat to Google? Apple’s potential AI-powered search feature isn’t just a rumor—it’s a calculated jab at Google’s dominance. For years, Google has paid Apple billions (think $20 billion annually) to stay the default search engine on Safari. Now, Apple’s reportedly flirting w

Alphabet Inc. (tickers: $Alphabet(GOOG)$ and $Alphabet(GOOGL)$) is trading at $170.06 and $168.56, respectively, reflecting a 2.87% and 2.78% increase from the previous close. This uptick follows the recent Google I/O conference, where Alphabet unveiled several AI-driven initiatives. While these developments have invigorated investor interest, it's essential to analyze the broader context to understand the company's prospects fully. Macro Environment and Market Sentiment The Federal Reserve's cautious stance on interest rates, coupled with global economic uncertainties, continues to influence market dynamics. Despite these challenges, Alphabet's recent stock performance indicates renewed investor confide

🌟🌟🌟Both Apple $Apple(AAPL)$  and Google $Alphabet(GOOGL)$  are currently under intense regulatory scrutiny .  For years, Google has maintained its dominant position as the default search engine on Apple's Safari browser.  However there is talk that Apple may reconsider its long term reliance on Google as its default search partner.  This is due to the ongoing Antitrust scrutiny in both US and Europe.  Splitting the default arrangement could be seen as a way to mitigate allegations of market dominance and foster competition. However if the split happens, Google's hefty payments to Apple may be reduced if its exclus

【Voting Post】$Alphabet(GOOGL)$ $Apple(AAPL)$ 🚨🤖📉 Google’s Fortress Shaken: The Safari Defection That Sparked a $20B Question 📉🤖🚨 Alphabet shares plunged 7.26 % on 07May25, wiping over $100 billion in market cap in a single day, after a single Apple executive suggested the unimaginable. Safari, home to nearly one-fifth of global search volume, may be preparing to give users AI-native alternatives to Google Search. The comment came during Eddy Cue’s testimony in the DOJ’s antitrust case against Alphabet. Cue said searches on Apple’s Safari browser declined in April for the first time in 20 years. The reason? Users are now opting for apps like ChatGPT, Perplexity, and even Grok from Elon Musk’s xAI. Apple is now “a

According to a Morgan Stanley report, $Alphabet(GOOG)$   Gemini demonstrated a larger increase in usage between September and March compared to Meta AI and OpenAI's ChatGPT. In March, Gemini's monthly usage reached approximately 40% of survey respondents, nearly matching ChatGPT's 41% and slightly surpassing Meta AI's 39%. Notably, Gemini exhibited a stronger commercial focus. In March, 46% of respondents used Gemini for product research, 37% for price comparison, and 34% for shopping. In contrast, ChatGPT's usage for these commercial activities was lower, at 41% for product research, 31% for price comparison, and 25% for shopping. This suggests Google's strong position in consumer search behavior translate

The Federal Reserve is signaling a potential rate cut as early as July, with Vice Chair Michelle Bowman and Governor Christopher Waller both expressing support if inflation continues to ease. Core PCE inflation has cooled to 2.6%, and signs of labor market fragility are prompting a more dovish stance. While not all Fed officials are aligned, the growing consensus suggests a shift toward easing policy to support economic resilience. Markets have responded positively to this tone. Treasury yields have dipped, and equities are holding near record highs. The S&P 500, which recently hovered around 6,040, is just shy of its all-time peak of 6,144. With rate cut expectations rising and inflation pressures easing, investor sentiment is tilting bullish again. Can the S&P 500 reclaim 6,100?

Assessment of Apples Potential to Capture Googles Market Share   I think Apple has a real chance to take some of Googles market share with an artificial intelligence-powered search feature in Safari. Apples ecosystem is already strong, with a loyal user base, and integrating advanced search capabilities could make Safari a more compelling option. However, I believe Googles dominance in search is deeply entrenched, with its algorithms and data advantage being hard to overcome. I expect Apple might carve out a niche, especially among privacy-focused users, but I am not convinced it can fully displace Google in the near term. Apple safari Opinion on Whether This Is a Dip Buying Opportunity for Alphabet   I view the recent decline in Alphabets stock as a potential dip buyin

Gemini has added 13 million new users in the past month, doubling the user growth of ChatGPT. This significant surge indicates Gemini is rapidly gaining market share, a highly bullish signal for $Alphabet(GOOG)$ 

Alphabet Inc. (GOOGL) experienced a significant decline of over 7% on May 7, 2025, following reports that Apple is exploring the integration of AI-powered search functionalities into its Safari browser. This development has raised concerns about potential disruptions to Google's dominance in the search market.  --- Can Apple Erode Google's Search Market Share? Apple's consideration of AI-driven search alternatives, such as those from OpenAI and Perplexity AI, indicates a strategic move to enhance user experience and reduce reliance on Google's search engine. Given that Google reportedly pays Apple approximately $20 billion annually to remain the default search engine on Safari, any shift in this arrangement could have substantial implications for Google's search advertising revenue .

Google vs. Apple in the AI Race: Market Share and Valuation Analysis The rapid advancement of artificial intelligence (AI) has significantly reshaped the global tech landscape, particularly in the realms of search engines and smart devices. Recently, reports have emerged that Apple plans to integrate AI-driven search capabilities into its Safari browser, a strategic move that could pose a substantial challenge to Google’s long-standing dominance in the search market. As the core revenue driver for Alphabet (Google’s parent company), the search business is pivotal. Analysts predict that if Apple successfully erodes Google’s market share, Alphabet’s fair valuation could decline to a range of $130 to $140 per share. This potential shift has sparked widespread discussion among investors: Can A

After years of being labeled a “search dinosaur,” Alphabet (GOOGL) just smashed through expectations, proving it’s more than just ads and algorithms. With a robust earnings beat and a surprise AI surge, Google has not only broken the so-called “search curse” — it might just be leading the next tech revolution. The question now: can it rocket to $200? The Curse is Lifted For too long, investors saw Google as the one-trick pony of tech — ad-dependent, bureaucratic, and slow to innovate. But recent results flipped the narrative. Google Cloud is growing. AI integration is accelerating. Even YouTube is pulling its weight. The company’s Gemini AI model is finally gaining traction, and it’s being embedded across the entire Google ecosystem. Ad Revenue? Still a Powerhouse. Let’s not forget the cas

$Alphabet(GOOG)$   Alphabet Inc (GOOGL) - She is gaining strength, likely to rise up to test 170.81. A nice breakout smoothly we may see her rising up further towards 181 level! Pls dyodd. Quote: Google also announced an “AI Ultra Plan,” which for $249.99 monthly provides users with higher limits on AI and early access to experimental tools like Project Mariner, an internet browser extension that can automate keystrokes and mouse clicks, and Deep Think, a version of its top-shelf Gemini model that is more capable of reasoning through complicated tasks. The price is comparable to $200 monthly plans from AI model developers OpenAI and Anthropic, underscoring how companies are exploring ways to pay for the exorbitant price tag of AI development.

Yes it is undervalued 

$Alphabet(GOOG)$ was the only stock in the Magnificent 7 to close higher yesterday. The rally was driven by a series of AI-powered updates to its core search engine, the most notable being the introduction of “AI Mode,” which Google calls its “most powerful AI search.”For years, one of the biggest overhangs on Google’s stock has been the fear that AI could replace the traditional search engine. But has this latest AI search launch solved this problem?With leading AI models, a massive traffic ecosystem, and proprietary infrastructure, Google has built a unique advantage that’s hard to replicate. Few companies can truly compete: Apple’s AI model remains delayed, OpenAI is still working to expand practical use cases for ChatGPT, and Anthropic has yet