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 ...

Group 1 - The article discusses the author's experience as an investment analyst and private equity consultant, highlighting a focus on risk-assets such as growth, contrarian, and emerging markets [1] - The author is currently pursuing the CFA charter, having completed Levels I and II, indicating a commitment to professional development in investment analysis [1] - The author has a beneficial long position in GOOG shares, suggesting a positive outlook on the company's stock performance [1] Group 2 - The article does not provide specific financial advice or recommendations, emphasizing that past performance is not indicative of future results [2] - It clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among contributors [2] - The article notes that the analysts are third-party authors, which may include both professional and individual investors without formal licensing [2]

Alphabet ( GOOG ) ( GOOGL ) wasn't the first out of the gate when it came to LLMs or AI chatbots - that crown (at least on a major worldwide level) goes to OpenAI's ChatGPT. In fact, I said inJoe leads the investing group Tech Cache where he delivers industry insider expertise to those looking for the best long-term picks, trades, and technical analysis of tech and growth stocks. Features of the group include: access to Joe’s personal portfolio, 2-3 weekly investment ideas, a weekly summary and preview news ...

Shares of Alphabet NASDAQ: GOOGL, the parent company of Google, have had a rough ride so far in 2025. Like several other members of the Magnificent Seven, the tech giant is under pressure. The stock is down 27% from its 52-week high and is 20% in the red year-to-date, firmly in bear market territory. Alphabet TodayGOOGLAlphabet$147.32 -3.85 (-2.54%) 52-Week Range$140.53▼$207.05Dividend Yield0.54%P/E Ratio18.30Price Target$200.74Add to WatchlistThe negative headlines haven’t helped. Last week, Alphabet was ...

Google will argue against a breakup of the company in a three-week trial starting Monday (April 21), while the Department of Justice and several state attorneys general will advocate for the remedies they have proposed for Google’s dominance in the search market.The trial will be heard by U.S. District Judge Amit Mehta, the same judge who ruled in August that Google illegally maintained a monopoly in the search business with practices like paying Apple to make its search engine the default option on that co ...

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, ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: cottonbro studio from Pexels Of course, Google has an unlawful monopoly on online ads, as a federal judge found Thursday, just like a different federal judge found last year that Google has an unlawful monopoly on online searching; everyone knows that "googling" means online search. A market economy only works if there ...

Core Viewpoint - Alphabet (NASDAQ: GOOG) has experienced a significant bearish correction, losing nearly 25% of its valuation since the previous earnings call in early February 2024 [1]. Group 1: Company Performance - In Q4 2024, Google managed to achieve certain performance metrics, although specific details are not provided in the text [1]. Group 2: Analyst Background - The analyst has over 4 years of experience in the technology sector and has worked with major companies like IBM, providing insights into the technology industry's fluctuations [1]. - The analyst holds an MBA in finance and has been covering various blue-chip stocks for the past 6 years, enhancing their ability to predict market trends [1].

Core Viewpoint - Meta Platforms has the potential to surpass Alphabet in market capitalization within the next decade due to its stronger growth trajectory and fewer long-term challenges [5][12]. Group 1: Alphabet's Performance and Challenges - Alphabet's revenue grew at a compound annual growth rate (CAGR) of 18% from 2014 to 2024, with earnings per share (EPS) increasing at a CAGR of 23% [2]. - Analysts project Alphabet's revenue and EPS growth to slow to 11% and 13%, respectively, from 2024 to 2027 [2]. - The company faces significant competition from new generative AI platforms and social media, which are eroding its core search engine and advertising business [3]. - Alphabet is under pressure from antitrust regulators, with the U.S. Department of Justice seeking to divest Chrome and restrict service promotions on Android [4]. - If Alphabet fails to address these challenges, it risks becoming a slower-growth company similar to IBM [5]. Group 2: Meta's Growth and Market Position - Meta's revenue and EPS increased at a CAGR of 29% and 36%, respectively, from 2014 to 2024, outpacing Alphabet due to its dominance in social media [7]. - Meta's user base reached 3.35 billion daily active users by the end of 2024, representing 40% of the global population [6]. - From 2024 to 2027, Meta's revenue and EPS are expected to grow at a CAGR of 13% and 11%, respectively, with fewer immediate challenges compared to Alphabet [8]. - Meta is actively countering competition from TikTok and expanding into social commerce and virtual/augmented reality markets [8]. Group 3: Market Capitalization Projections - Current earnings multiples show Meta trading at 21x and Alphabet at 18x this year's earnings [9]. - If both companies grow their EPS at a CAGR of 10% from 2027 to 2035, Meta could reach a market cap of $3.63 trillion, while Alphabet could reach $6.20 trillion [10]. - If Meta accelerates its EPS growth to 15% through 2035, its market cap could rise to $6.47 trillion, potentially surpassing Alphabet [11].