Alphabet company headlines, earnings, strategy, leadership, and market-moving business updates.
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The collaboration aims to extend addressable advertising, a targeted TV-ad approach, to tens of millions of set-top boxes that are not currently connected to data services.
THE APEX TIMES
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A Yahoo Finance report says Google is expanding how it sells its Tensor Processing Units (TPUs) to fast-growing cloud competitors, aiming to place its AI hardware closer to where demand for AI workloads is rising.
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The move reflects Alphabet’s push to monetize its custom AI hardware while meeting rising demand from outside cloud providers for accelerated computing. Details on pricing, partner scope, and shipment timelines were not provided in the cited report.
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Alphabet’s Google unit is seeing an uptick in web and mobile traffic, according to figures compiled by BofA Securities, offering a counterpoint to investor concerns about AI-driven competition for search and discovery.
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A market analysis comparing the two companies’ recent AI results argues that Alphabet is tightening its control of the computing stack through custom chips, while Broadcom’s advantage looks more like a supplier-and-partner model.
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A fresh market analysis argues Alphabet’s long-running ad dominance, often framed as a roughly $1 trillion scale advantage, is showing cracks as the advertising market and technology spend evolve.
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In a segment on CNBC’s Mad Money, Jim Cramer said investors should favor large, established technology companies and argued that Google’s position gives it a path to outperform rivals in artificial intelligence.
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A Yahoo Finance segment launching second-quarter results for major U.S. lenders pointed to Alphabet’s Google and Elon Musk’s SpaceX as potential tailwinds, while questioning whether an AI-driven “supercycle” in technology spending can keep stretching further into 2026.
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A Zacks upgrade to its top “Strong Buy” tier added momentum to Alphabet’s stock, but the firm did not disclose new, company-specific operational details in the note cited by Yahoo Finance.
