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...
Continue Reading(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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Continue ReadingBenchmark 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...
Continue ReadingDocebo is an enterprise SaaS company that delivers learning management systems for corporates. Click here to read my detailed analysis of DCBO stock...
Continue ReadingThe 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...
Continue ReadingIGA held up much better in 2022 than the overall market on a total NAV return basis...
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Continue ReadingGoogle's ability to produce good returns on incremental invested capital is among its most enviable economic characteristics. Click for our take on GOOGL stock...
Continue ReadingIntel Corporation's management provided no business guidance for 2023. Click here for our thoughts on the INTC earnings and dividend...
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