Key Insights The projected fair value for Alphabet is US$184 based on 2 Stage Free Cash Flow to Equity Alphabet's.....
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Continue ReadingThe article discusses sizable mid-cap insider purchases in Q3 of this calendar year. Explore more details here...
Continue ReadingWe made no additions to the portfolio nor did we make any sales this week, but we did adjust some price targets including with Axon, Coty, Qualcomm and Apple...
Continue ReadingAlphabet's Google is in talks to invest hundreds of millions of dollars in Character.AI, as the fast growing artificial intelligence chatbot startup seeks capital to train models and keep up with user demand, two sources briefed on the matter told Reuters. The investment, which could be structured as convertible notes, according to a third source, will deepen the existing partnership Character.AI already has with Google, in which it uses Google's cloud services and Tensor Processing Units (TPUs) to train models. Google and Character AI did not respond to requests for comment...
Continue ReadingKeeping up with an industry as fast-moving as AI is a tall order. So until an AI can do it for you, here’s a handy roundup of recent stories in the world of machine learning, along with notable research and experiments we didn’t cover on their own. This week in AI, OpenAI held the first of what will presumably be many developer conferences to come. During the keynote, the company showed off a slew of new products, including an improved version of GPT-4, new text-to-speech models and an API for t...
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Continue ReadingThough Match settled its antitrust case with Google over Play Store fees for north of $300 million, Fortnite maker Epic Games proceeded to take its case to trial this week. The game maker argues that Google's commissions on in-app purchases are anti-competitive and that Google has exerted its power in the marketplace to unfairly compete by negotiating special deals with developers and manufacturers running their own app stores. We already knew about Epic's allegations against Google, but now the...
Continue ReadingMicrosoft has made some additional savvy moves to grow market share over rivals Amazon's AWS and Google Cloud. Read more about MSFT stock here...
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