Sean O'Shaughnessey on July 31st, 2016
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Tech investors are a discerning bunch these days—a harsh reality that is pressuring Apple Inc. [[AAPL]] more than it deserves. In this yield-starved environment, stock investors are attracted to steady income. This would benefit Apple, except that like other former highfliers, it has been tossed out by investors. The iPhone giant’s shares have slid 6% […]

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Continue reading about Apple ($AAPL) Is Ripe for a Rally

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Company name Alphabet Inc Stock ticker GOOGL Live stock price [[GOOGL]] P/E compared to competitors Good MANAGEMENT EXECUTION Employee productivity Good Sales growth Good EPS growth Fair P/E growth Fair EBIT growth Good ANALYSIS Confident Investor Rating Good Target stock price (TWCA growth scenario) $877.92 Target stock price (averages with growth) $927.89 Target stock price […]

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Continue reading about Alphabet Inc ($GOOGL) Possible Buy to $784 Confident Investor Rating: Good

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Two years ago, Google spent over half a billion dollars for the tiny artificial intelligence startup DeepMind. Since then, the unit has walloped Atari video games and beaten an impossible board game. Impressive stuff, that. But those AI demonstrations have yet to spell actual revenue. Until now — although the efforts are helping Google save money on its most expensive part. DeepMind […]

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Continue reading about Google ($GOOGL) has found a business model for its most advanced artificial intelligence

Sean O'Shaughnessey on May 26th, 2016
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A federal jury here ruled that Google’s use of Oracle Corp.’s Java software didn’t violate copyright law, the latest twist in a six-year legal battle between the two Silicon Valley titans. Oracle sued Google, a unit of Alphabet Inc [[GOOGL]] [[GOOG]]., in 2010 for using parts of Java without permission in its Android smartphone software. […]

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Continue reading about Google ($GOOGL) Wins Java Copyright Case Against Oracle ($ORCL)

Sean O'Shaughnessey on February 2nd, 2016
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Google parent company Alphabet [[GOOGL]] has taken away Apple’s title as the most valuable company in the world by reaching a market value of about $544 billion in after-hours trading today. Alphabet closed Monday at around $518 billion, but its after-hours stock spike means that it’s bigger — for now. We’ll see if it maintains […]

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Continue reading about Google ($GOOGL) Surpasses Apple as the Most Valuable Company in the World

Sean O'Shaughnessey on October 27th, 2015
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When Google-parent Alphabet Inc. [[GOOGL]] reported eye-popping earnings last week its executives couldn’t stop talking up the company’s investments in machine learning and artificial intelligence. For any other company that would be a wonky distraction from its core business. At Google, the two are intertwined. Artificial intelligence sits at the extreme end of machine learning, […]

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Continue reading about Google ($GOOGL) Turning Its Lucrative Web Search Over to AI Machines

Sean O'Shaughnessey on October 23rd, 2015
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While Google’s moves of late may suggest an identity crisis, the Web search giant’s third-quarter results should provide a clear affirmation of what exactly it is. Namely, Google is a $60 billion-a-year advertising business that is still growing at a double-digit rate, even if it now reports results under the moniker of its new parent […]

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Continue reading about What Google’s Alphabet ($GOOGL) Spells for Investors