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GOOGL

UPDATE 3-Google unveils ChatGPT rival Bard, AI search plans in battle with Microsoft

Google owner Alphabet Inc on Monday said it will launch a chatbot service and more artificial intelligence for its search engine as well as developers, an answer to Microsoft Corp in their rivalry to lead a new wave of computing. Microsoft, meanwhile, said it planned its own AI reveal for Tuesday. The cascade of news reflects how Silicon Valley is anticipating massive change from so-called generative AI, technology that can create prose or other content on command and free up white-collar workers' time...

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GOOGL

Google unveils ChatGPT rival Bard, AI search plans in battle with Microsoft

(Reuters) -Google owner Alphabet Inc on Monday said it will launch a chatbot service and more artificial intelligence for its search engine as well as developers, an answer to Microsoft Corp in their rivalry to lead a new wave of computing. Microsoft, meanwhile, said it planned its own AI reveal for Tuesday. The cascade of news reflects how Silicon Valley is anticipating massive change from so-called generative AI, technology that can create prose or other content on command and free up white-collar workers' time...

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GOOGL

Tech Giants’ Cloud Pains Aren’t Shared Equally

The tech slowdown is finally hitting the cloud. The largest player might be paying the biggest price...

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GOOGL

AppLovin Is Vulnerable To Hyper-Casual Headwinds, Further Hampered By Google’s Ad Restrictions, Analyst Says

Benchmark analyst Mark Zgutowicz reiterated Sell on AppLovin Corp (NASDAQ: APP) with a $7.00 price target. The consensus does not reflect ’23 hyper-casual secular headwinds, setting up for a challenging 1Q and CY23 guidance. Specifically, the analyst believes ’23E consensus revenue grossly overstates existing and net new SPEC organic growth potential, the latter of which is tapped out as both Apple Inc (NASDAQ: AAPL) and Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) Google ad restrictions have end...

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Docebo: Under-The-Radar SaaS Stock Poised For High Growth

Docebo is an enterprise SaaS company that delivers learning management systems for corporates. Click here to read my detailed analysis of DCBO stock...

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GOOGL

The Father of FANG Says Not to Give Up on His Four Children

The man who lays claim to coining the FANG acronym says those who walk away from the stocks that make up that quartet are making a mistake...

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GOOGL

IGA: Strong 2022 Results, Still A Buy At Current Levels

IGA held up much better in 2022 than the overall market on a total NAV return basis...

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Why The Jobs Report Is Too Hot For The Markets

Stock market upside momentum weakened after the economy added 517,000 jobs. See why I think Fed rate hikes are more likely in the next two meetings of 2023...

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Google’s Ad-Revenue Slowdown Likely To Be Cyclical And Not Secular

Google's ability to produce good returns on incremental invested capital is among its most enviable economic characteristics. Click for our take on GOOGL stock...

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Why We Think Intel Will Cut Its Dividend

Intel Corporation's management provided no business guidance for 2023. Click here for our thoughts on the INTC earnings and dividend...

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