My previous bullish thesis about Alphabet's (NASDAQ: GOOGL ) stock did not age well, as the stock is now around 10% cheaper than it was on October 27. On the other hand, the last time I updated my Google coverage, itI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, ...

Core Viewpoint - The US government is urging a federal judge to require Google to spin off its Chrome browser, citing concerns that artificial intelligence could enhance Google's dominance in online search [1][2][3]. Group 1: Legal Proceedings - The Department of Justice (DOJ) presented its case before District Judge Amit Mehta, emphasizing that the future of the internet is at stake [2]. - Assistant Attorney General Gail Slater stated that if Google's practices are not addressed, it could control significant portions of the internet for the next decade, particularly in AI technologies [3]. - Google argues that the DOJ's request for a Chrome spinoff exceeds the original scope of the lawsuit, which primarily focuses on Google's agreements with partners like Apple and Samsung [4][6]. Group 2: Antitrust Issues - A recent ruling found that Google holds monopoly power in the online ad technology market, which could impact its revenue significantly [7]. - The DOJ and several states have accused Google of illegal practices to dominate digital advertising sectors, including publisher ad servers and ad exchanges [7][8]. - District Court Judge Leonie Brinkema ruled that Google engaged in anticompetitive acts to maintain its monopoly in the publisher ad server and ad exchange markets [9]. Group 3: Financial Implications - Online advertising is crucial for Google's revenue, funding services like Maps, Gmail, and search, while also supporting its AI investments [10]. - The combination of legal challenges could lead to a restructuring of Google, potentially limiting its influence in the tech industry [10].

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BofA Securities analyst Justin Post maintained a Buy rating on Alphabet Inc GOOG GOOGL with a price forecast of $185 on Monday.Google kicks off Online advertising earnings season on April 24. With tough comps & tariff uncertainty, Post recently lowered his 2025 forecast.The analyst projects first-quarter revenue and GAAP EPS of $74.1 billion and $1.93, below the Street’s $75.5 billion and $2.01, with search revenues up 7% (versus the Street’s 9%).Also Read: Google GenAI, AI Cloud Services Drive Analyst Conf ...

As Google heads back to the courtroom Monday, the company is arguing that the U.S. needs the company in its full form to take on chief adversary China and uphold national security in the process. The remedies trial in Washington, D.C., follows a judge's ruling in August that Google has held a monopoly in its core market of internet search, the most-significant antitrust ruling in the tech industry since the case against Microsoft more than 20 years ago.The Justice Department has called for Google to divest ...

Core Insights - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events such as the dot com bubble, the credit default crisis of 2008, and the recent AI boom [1] Group 1 - The author has over two decades of experience in the market, specifically focusing on the technology, media, and telecommunications (TMT) sectors [1] - The article highlights the significance of risk mitigation strategies employed during various market cycles [1] - The current focus is on leveraging momentum as a key strategy for investment decisions [1]

Louis Stevens is a former U.S. Army engineer officer who holds an MBA and a BA in political science. Since beginning his journey publishing investment research, Louis has become one of the leading analysts in the investing community, ranking in the top .1% according to TipRanks: https://www.tipranks.com/experts/bloggers/louis-stevens. Louis created L.A. Stevens Research in which he runs the LAS Index, a basket of stocks chosen via his proprietary method for investing, which has consistently outperformed the ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

As earnings season picks up, we're starting to get a feel for the different ways company leadership teams are talking -- or not talking -- about tariffs.In this podcast, Motley Fool analysts Jason Moser and Matt Argersinger and host Dylan Lewis discuss:What's been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior.Earnings results and macro commentary from United Airlines, Bank of America, Goldman Sachs, JPMorgan Chase, and Prologis.Two stocks worth watching: Alp ...

Justice Department lawyers warned that Google’s search dominance is spilling over into the AI race that threatens to crush rivals as the remedy phase of the landmark antitrust case against the tech giant kicked off Monday.Google is already leveraging artificial intelligence as a “method to access search” and will continue to do so without government intervention, DOJ attorney David Dahlquist said during opening statements in a Washington, DC, court.“This court’s remedy should be forward-looking and not igno ...