Alphabet Inc

Quantli Newsdesk

· 10 days ago

UBS upgraded Jabil to buy with a $430 price target, citing multiyear growth driven by AI investment from hyperscalers including Alphabet, Meta, and Amazon. The firm expects Jabil's AI-related revenue to grow at least 50% in fiscal 2027 to roughly $20.3 billion, supported by capacity expansion and strong cloud infrastructure demand.

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· 16 days ago

Google DeepMind underwent a major leadership restructuring with Nobel Prize-winning CEO Demis Hassabis transitioning to Alphabet chief scientist and DeepMind chairman. CTO Koray Kavukcuoglu assumed day-to-day management as senior vice president. Four senior AI leaders including Jeff Dean departed to launch Discovery Loop, an AI research startup. The changes come as Google's Gemini model faces delays and competitive pressure.

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· 18 days ago

Oracle announced a major 10-year, $7 billion contract with the U.S. Department of Defense, bolstering its cloud infrastructure business. The stock jumped 8% on the news during a broader AI-cloud rally, though shares remain 28% down year to date. The contract adds to Oracle's massive $638 billion cloud backlog as the company navigates heavy capital spending and negative free cash flow.

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· 21 days ago

Amazon raised its 2025 capital expenditure guidance to $220 billion from $200 billion, with CEO Andy Jassy stating most spending will target AI. The move came alongside strong cloud computing results, with revenue accelerating for a fifth straight quarter, driving shares up as much as 16%-the largest single-day gain since February 2022.

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· a month ago

Alphabet delayed the release of its most powerful AI model, Gemini 3.5 Pro, beyond the originally planned June deadline due to underwhelming coding capabilities. Google updated the model's training data in late June to address these issues, but results fell short of internal standards. The company is now testing the model with partners and aims for a mid-July launch.

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· a month ago

A Common Sense Media investigation tested 652 prompts across mental health topics and found Google's AI Overview and AI Mode frequently failed to detect crisis signals from minors. The nonprofit rated both tools as unacceptable risks for children, citing inappropriate responses to suicidal ideation, eating disorders, and homework requests. Google disputed the methodology and said it could not replicate many findings.

Quantli Newsdesk

· 2 months ago

Alphabet officially joined the Dow Jones Industrial Average on June 29, replacing Verizon after its 22-year tenure. The change reflects the index's shift toward large-cap technology and AI exposure, with Alphabet joining Apple, Amazon, Microsoft, and Nvidia as a tech heavyweight in the 30-stock benchmark.

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· 2 months ago

Apple announced a major upgrade to Siri at its WWDC26 conference, introducing AI-powered features across its ecosystem. The new Siri AI integrates with Apple Music and other services, but requires specific hardware to run advanced features on-device. The updates arrive with iOS 27 this fall.

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· 2 months ago

Alphabet lost two prominent AI researchers in one week: Noam Shazeer, co-lead of its Gemini AI models, to OpenAI, and Nobel Prize winner John Jumper to Anthropic. The departures sparked investor concerns about the company's ability to retain top AI talent amid intense competition, leading to a $225 billion to $270 billion single-day market cap loss.

Quantli Newsdesk

· 2 months ago

iPhone holders face a structural margin squeeze - not a temporary spike. AI data centers have redirected 70% of global DRAM production to high-bandwidth chips, pushing iPhone 18 Pro component costs up $270 and forcing Apple to choose between accepting lower margins or passing through price increases that could take the base Pro model to $1,299.

Quantli Newsdesk

· 3 months ago

OpenAI has made ZoomInfo natively available inside Codex for Work, allowing sales and marketing teams to access verified B2B data on 100 million companies and 500 million contacts without switching tools. The integration leverages ZoomInfo's GTM.AI context layer, which also powers AI agents across competing platforms including Microsoft Copilot, Claude, and ChatGPT.

Quantli Newsdesk

· 4 months ago

Italy's communications watchdog AGCOM has referred Google to the European Commission for investigation of its AI-powered search features under the Digital Services Act. Italian publishers argue the AI-generated summaries divert traffic from news sources and raise accuracy concerns.

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· 4 months ago

Alphabet reported first-quarter earnings of $5.11 per share on revenue of $109.9 billion, significantly exceeding analyst expectations. The company's AI investments drove growth across all business units, with Google Cloud revenue surging 63% and advertising revenue up 16%. Management raised capital expenditure guidance to as high as $190 billion for 2026.

10-K

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· 4 months ago

Alphabet delivered $402.8 billion in revenue for FY 2025, up 15%, with net income rising 32% to $132.2 billion. Google Cloud operating income more than doubled to $13.9 billion, while capital expenditures surged to $91.4 billion, with management signaling a significant further increase in 2026.

Market Analysis

Quantli Market Analysis

· 5 hours ago

Marvell Technology's stock is rallying following a new deal that effectively confirmed what analysts had been anticipating for months: Google is now a custom AI accelerator customer for Marvell. The announcement provides another important piece of evidence supporting the company’s custom silicon opp…

Market Analysis

Quantli Market Analysis

· 15 days ago

Anthropic told investors it expects revenue of $10.9 billion for the April to June quarter and an operating profit of $559 million. If it lands, it will be the first frontier AI lab to make money in a quarter. The Wall Street Journal reported the figures first, and CNBC and Bloomberg have since conf…

Market Analysis

Quantli Market Analysis

· 21 days ago

Microsoft has had a rough year. The stock has struggled even though every quarter this fiscal year has come in ahead of expectations. The company’s shares fell around 24% in the first quarter of the calendar year alone, mainly after the launch of Claude Opus 4.6, which triggered a sell-off across th…