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Prediction: This Artificial Intelligence (AI) Infrastructure Stock Will Go Parabolic on Feb. 5
The biggest theme of tech earnings season is how much the hyperscalers are spending on AI infrastructure. With capex budgets in focus, investors should be listening closely to where the money is flowing.
Alphabet's YouTube Is A Behemoth That Stands On Its Own
Alphabet Inc. remains a compelling Buy as YouTube's scale and growth reinforce the parent's value proposition. YouTube commands leading U.S. video market share, with ad revenue up 12.9% YoY and paid subscribers reaching 125 million. Estimated YouTube annual revenue ranges $52.8–$61.8 billion, potentially implying a standalone valuation up to $490 billion.
Waymo Raises $16 Billion to Fuel Global Ambitions
The self-driving car company, an arm of Google's parent company, is rapidly expanding its service beyond a handful of cities.
Google Cloud, Liberty Global strike five-year AI partnership
Google Cloud, one of Alphabet's fastest-growing businesses, and Liberty Global have agreed a five-year strategic partnership to deploy Google's Gemini AI models and other cloud tools across the cable group's European operations.
