Alphabet Inc.NASDAQ
Advanced Chart
  • Yesterday, 6:37 AM
    • Alphabet's (GOOG, GOOGL) autonomous vehicle project is expected to "soon" graduate from the company's moonshot X division, according to Recode.
    • Kevin Vosen was hired to be the the self-driving unit's chief legal officer and the group is also looking for a head of real estate to secure new space.
    • While vague, it’s one of the first times the self-driving project has given any official indication of its growth ambitions.
    | Yesterday, 6:37 AM | 2 Comments
  • Wed, Dec. 7, 4:27 PM
    • To promote best-practice development and adoption of virtual reality worldwide while conducting research and serving as resource among consumers, policymakers and industry interested in the field.
    • The organization is structured as a non-profit with full membership comprising Acer Starbreeze, Google (GOOG, GOOGL), HTC VIVE (OTC:HTCKF), Oculus (NASDAQ:FB), Samsung (OTC:SSNLF) and Sony Interactive Entertainment (NYSE:SNE).
    • Press release
    | Wed, Dec. 7, 4:27 PM | 28 Comments
  • Wed, Dec. 7, 3:26 PM
    • Sharing of files in the millions between Google Drive and Slack already takes place, and with today's development, further combinations are forthcoming through a bot for Google Drive, new file-sharing permissions, connections between Slack channels and Team Drives, and the options to preview Google Docs within Slack and provision Slack from G Suite.
    • Slack (Private:SLACK) gains a valuable ally as Microsoft, Facebook, Google (GOOG, GOOGL) itself and other major technology operations vie for positioning within the workplace environment.
    | Wed, Dec. 7, 3:26 PM | 3 Comments
  • Wed, Dec. 7, 6:33 AM
    • Amid troubled Project Wing efforts, Alphabet's (GOOG, GOOGL) X division plans to create an online exchange named "Wing Marketplace" where people can get drone deliveries from retailers and restaurants within minutes, WSJ reports.
    • X would charge customers a $6 drone-delivery fee and has already met with Whole Foods (NASDAQ:WFM), Domino's Pizza (NYSE:DPZ) and a series of other companies about the project.
    | Wed, Dec. 7, 6:33 AM | 15 Comments
  • Tue, Dec. 6, 1:23 PM
    • Factoring in both data center and office operations.
    • Google (GOOG, GOOGL) to date cites a 50% higher rate of efficiency than the industry average for its data centers and claims position as the greatest corporate purchaser of renewable power worldwide (2.6 gigawatt commitment of wind and solar).
    • The company plans to strictly buy energy from projects funded by purchases, and to this point, estimates such infrastructure investment commitments at $3.5B, 75% of which is in the United States.
    • White paper
    | Tue, Dec. 6, 1:23 PM | 21 Comments
  • Tue, Dec. 6, 1:02 PM
    • YouTube (GOOG, GOOGL) highlights the success it's had experimenting with multiple methods of music revenue generation, employing both advertising and subscription models effectively.
    • While music subscriptions are cited to be developing more rapidly than other types of subscriptions, YouTube considers advertising in the music industry equally substantial and particularly spotlights the $1B figure it's paid out through that engine alone, suggesting revenue growth potential within the space is alive and well.
    | Tue, Dec. 6, 1:02 PM | 13 Comments
  • Tue, Dec. 6, 2:33 AM
    • A group effort? YouTube (GOOG, GOOGL), Facebook (NASDAQ:FB), Twitter (NYSE:TWTR) and Microsoft (NASDAQ:MSFT) are stepping up efforts to remove extremist content from their websites by creating a common database that will be up and running in early 2017.
    • The web giants will share "hashes" - unique digital fingerprints they automatically assign to videos or photos - of terrorist material to enable their peers to identify the same content on their platforms.
    | Tue, Dec. 6, 2:33 AM | 91 Comments
  • Mon, Dec. 5, 2:31 PM
    • Analyst James Cakmak broadly considers an investment shift to come as Facebook (FB +1.6%), Amazon (AMZN +2.6%), Alphabet (GOOG, GOOGL) and Netflix (NFLX -1.5%) have each enjoyed strong two-year runs, and combining with the prospect of the extent of upside subsiding and disproportionate ownership across the names in relation to benchmarks, asserts the "winners of this year and last may become the primary source of funds next year."
    • Particularly indicates interest in Snap's (Private:CHATpotential 2017 IPO is high, with reports noting scarcity of secondary shares circulating, and believes such an event is where much of a technology repositioning would be directed.
    | Mon, Dec. 5, 2:31 PM | 23 Comments
  • Sun, Dec. 4, 7:44 PM
    • Sources say the recently-rumored Microsoft (NASDAQ:MSFT) HomeHub is a Windows 10 feature designed to make the PC the center of your home, bringing the smart home to Windows.
    • The feature will allow Cortana to be summoned on any Windows 10 PC lock screen.
    • It's expected to appear in Win 10 updates starting in 2017
    • According to Microsoft enthusiasts, the software-only feature could trump Amazon's (NASDAQ:AMZN) Echo and Google (NASDAQ:GOOG) Home due to the obvious convenience of screen access.
    | Sun, Dec. 4, 7:44 PM | 74 Comments
  • Sat, Dec. 3, 9:03 AM
    • Rather than chase surging stocks at fancy valuations, the team at Barron's looked for laggards when making its picks, writes Andrew Bary.
    • The names, nevertheless, aren't exactly unfamiliar ones: Alphabet (GOOG, GOOGL), Apple (NASDAQ:AAPL), Citigroup (NYSE:C), Delta Air Lines (NYSE:DAL), Deutsche Telekom (OTCQX:DTEGY), Merck (NYSE:MRK), Novartis (NYSE:NVS), Toll Brothers (NYSE:TOL), Unilever (NYSE:UL), Disney (NYSE:DIS).
    • Eight of these ten are trailing the S&P 500 this year, including the three European stocks (Deutsche Telekom, Novartis, and Unilever), and all of the names except Google sell for less than 20x 2017 estimates.
    • At just 10x earnings, Toll Brothers, Citi, and Delta are better ways to play an improving economy than Caterpillar at nearly 30x.
    • As for the "pricey" Google, it's an example of the Buffett maxim that he'd rather buy a wonderful business at a fair price rather than a fair business at a wonderful price.
    • Barron's top picks for 2016 as a group are trailing the S&P 500 by more than 600 basis points.
    | Sat, Dec. 3, 9:03 AM | 67 Comments
  • Fri, Dec. 2, 1:21 PM
    • With AWS re:Invent 2016 wrapping up as the week comes to a close (view a comprehensive synopsis of the event's developments here), Amazon (AMZN -0.5%) appears in no way easing concentration on its cloud business. Rather, it's ramping on it as competition and potential for the segment moves further into play.
    • In one slide presented by AWS CEO Andy Jassy, approximately 1,000 new capabilities are cited to be added to the unit's services every day, up from a 722 figure for the year prior.
    • Additionally, an area of development opportunity observed and acted on this week comprised artificial intelligence, through the launch of Amazon AI. With Microsoft (MSFT -0.1%) and Google (GOOG, GOOGL) already directing attention this way, Amazon not excluded, projecting further distance between Amazon and its closest cloud rivals isn't unreasonable given the offensive it's waging in the field.
    • N.B. Most recent (Q3) cloud revenues at Amazon come in at $3.231B (+55% Y/Y), for Microsoft, through the form of +116% growth (no declared figure) and at Google, as the greatest percentage of year-over-year growth across all segments (no declared figure).
    | Fri, Dec. 2, 1:21 PM | 45 Comments
  • Thu, Dec. 1, 10:55 AM
    • Notable early (2%+ losses): Alphabet (GOOGL -2.25%GOOG-2%) Facebook (FB -3.4%), Twitter (TWTR -3.9%), Oracle (ORCL -3.3%), Salesforce (CRM -4.2%), VMware (VMW -3.5%), Alibaba (BABA -2.7%)
    • 5%+: Qualcomm (QCOM -4.9%), Nvidia (NVDA -7%), Advanced Micro Devices (AMD -7.1%), Micron Technology (MU -5.5%)
    • 8%+: Cirrus Logic (CRUS -8.8%), Gigamon (GIMO -9.5%)
    | Thu, Dec. 1, 10:55 AM | 138 Comments
  • Thu, Dec. 1, 9:37 AM
    • Bloomberg sources Apple (AAPL +0.2%) as developing a team of data-collection and robotics professionals to deploy drones in an effort to improve its mapping capabilities. The company currently drives vehicles around the world to collect data used in its Maps service.
    • The drone initiative is said to enable survey of items like street signs, changes to routes and areas of construction.
    • Indoor mapping is claimed in focus as well, with views of airport and other high-traffic building interiors cited to be under development. Similar indoor initiatives have already been underway at rival Google Maps.
    • With Apple's Maps offering historically considered second-tier relative to Google's (GOOG, GOOGL) service, and the significance of mapping technology ever-increasing as integrations with ride-sharing, travel and other external apps rely heavily on it, attention and potential forthcoming improvements mark encouraging signs.
    | Thu, Dec. 1, 9:37 AM | 26 Comments
  • Thu, Dec. 1, 9:31 AM
    • November monthly performance was: +0.62%
    • AUM of $7.64M
    • 52-week performance vs. the S&P 500 is: -5%
    • No dividends were paid in November
    • Top 10 Holdings as of 10/31/2016: Apple Inc (AAPL): 4.78232%, Microsoft Corp (MSFT): 3.6545%, General Electric Co (GE): 2.09427%, Procter & Gamble Co (PG): 1.43859%, Exxon Mobil Corp (XOM): 1.36332%, Wells Fargo & Co (WFC): 1.34175%, Intel Corp (INTC): 1.2948%, Bank of America Corporation (BAC): 1.2811%, Pfizer Inc (PFE): 1.22767%, Alphabet Inc C (GOOG): 1.22159%
    | Thu, Dec. 1, 9:31 AM | 1 Comment
  • Thu, Dec. 1, 8:49 AM
    • November monthly performance was: +3.54%
    • AUM of $5.18M
    • 52-week performance vs. the S&P 500 is: -3%
    • No dividends were paid in November
    • Top 10 Holdings as of 10/31/2016: Apple Inc (AAPL): 6.80131%, Microsoft Corp (MSFT): 5.15024%, Exxon Mobil Corp (XOM): 3.74079%, General Electric Co (GE): 2.88197%, Procter & Gamble Co (PG): 2.47992%, AT&T Inc (T): 2.43052%, Wells Fargo & Co (WFC): 2.30872%, Inc (AMZN): 2.24391%, Facebook Inc A (FB): 2.2067%, Alphabet Inc C (GOOG): 2.16615%
    | Thu, Dec. 1, 8:49 AM | 1 Comment
  • Thu, Dec. 1, 4:27 AM
    • A new batch of companies may soon be able to operate in Cuba if the Obama administration can persuade Havana to finalize agreements before Donald Trump takes office, WSJ reports.
    • If the White House succeeds, Google (GOOG, GOOGL), General Electric (NYSE:GE), Norwegian Cruise Line (NASDAQ:NCLH), Royal Caribbean (NYSE:RCL) and Pearl Seas Cruises could all announce deals in the upcoming weeks.
    | Thu, Dec. 1, 4:27 AM | 35 Comments