文章核心观点 1. 谷歌云和Waymo在Alphabet集团内部被低估 [1] 2. 如果Alphabet被拆分,其各个业务单元的价值可能会更高 [1] Google搜索业务 1. Google搜索是Alphabet最大的业务,占其收入的57% [2] 2. 无论政府采取何种措施,都很难改变Google在搜索领域的主导地位 [2][3] 3. 人工智能技术将为Google搜索带来新的广告变现机会 [3] YouTube业务 1. YouTube是全球最成功的视频平台之一,广告收入持续增长 [4] 2. YouTube的盈利能力与Netflix相当,如果独立上市可能估值更高 [4][5] 3. YouTube近期开始投资体育版权等内容,进一步提升其业务价值 [5] Google云业务 1. Google云是Alphabet增长最快的业务,受益于客户对其AI能力的需求 [6] 2. 作为独立公司,Google云将获得更高的估值 [7] Waymo自动驾驶业务 1. Waymo是目前美国唯一提供商业化机器人出租车服务的公司 [8] 2. 作为独立公司,Waymo的估值可能会更高 [9] 总结 1. 除广告业务外,Alphabet其他业务如云计算和Waymo如果独立上市,估值可能会更高 [10] 2. 因此Alphabet整体股价仍有较大上涨空间 [10]

文章核心观点 - 联邦法官表示将在2025年8月前就谷歌反垄断案作出裁决,此前法官裁定谷歌滥用了其在搜索行业的垄断地位 [1] - 检察官有望在年底前提交相关建议,可能针对谷歌与苹果之间价值数十亿美元的优先排名交易,或要求谷歌出售部分业务 [1] - 美国即将到来的总统选举可能会影响监管环境,共和党和民主党的捐助者都要求候选人改变目前的严格监管环境,谷歌搜索反垄断案的结果可能会成为这些讨论的议题 [2] 根据相关目录分别进行总结 谷歌反垄断案进展 - 联邦法官表示将在2025年8月前就谷歌反垄断案作出裁决 [1] - 法官此前裁定谷歌滥用了其在搜索行业的垄断地位 [1] - 检察官有望在年底前提交相关建议,可能针对谷歌与苹果之间价值数十亿美元的优先排名交易,或要求谷歌出售部分业务 [1] 监管环境变化 - 即将到来的美国总统选举可能会影响监管环境 [2] - 共和党和民主党的捐助者都要求候选人改变目前的严格监管环境 [2] - 谷歌搜索反垄断案的结果可能会成为这些讨论的议题 [2]

Investor enthusiasm toward the AI trend has been a boon for Nvidia.If you look up "artificial intelligence" (AI) in the dictionary, you might just see a picture of the Nvidia logo. I'm obviously kidding, but there's no denying that this business has been the clear poster child of this revolutionary technological trend.This AI infrastructure company has been a monster winner. Shares have catapulted 2,560% higher in the past five years, crushing the broader Nasdaq Composite Index by an incredibly wide margin. ...

The state of the economy was in focus on Friday, and investors did not like what they saw.The biggest driver of the market rally since early last year has been the proliferation of artificial intelligence (AI). Many of the world's largest companies have been investing heavily to stake their claim in the resulting windfall. However, lurking just behind the scenes are concerns about the state of the broader economy and what it might mean for the short-term direction of the stock market.With that as a backdrop ...

Key TakeawaysThe U.K.'s Competition and Markets Authority (CMA) said Google may have broken U.K. competition laws by abusing its influence and using “anti-competitive” practices in prioritizing its own ad exchange.The CMA's provisional findings offer Google a chance to respond to the agency’s allegations. Should the CMA find Google in violation of U.K. competition laws, it could fine the company as much as 10% of its annual revenue.  The U.K.'s Competition and Markets Authority (CMA) said Alphabet's (GOOGL) ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain Google's future as provider of the world's most dominant search engine rests in the hands of a federal court judge who last month ruled the company has a monopoly on internet search. In a hearing in U.S. District Court for the District of Columbia, Judge Amit Mehta will start to strip Google o ...

By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . You can opt-out at any time by visiting our Preferences page or by clicking "unsubscribe" at the bottom of the email.Access your favorite topics in a personalized feed while you're on the go. download the appThanks for signing up! Go to newsletter preferencesSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewHappy Friday! Hate to start your weekend off with some b ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Google-parent Alphabet recently reported that revenue from online ad searches climbed to $48.5 billion in the second quarter of this year. US tech titan Google employs "anti-competitive practices" with regards to online advertising, Britain's competition watchdog concluded Friday in provisional findings of a two-year long invest ...

A pedestrian passes by the Google office in New York City on Jan. 25, 2023.Leonardo Munoz | View Press | Getty ImagesA month after losing a landmark antitrust case brought by the Department of Justice, Google is headed back to court to face off for a second time against federal prosecutors.In August, a judge ruled that Google has held a monopoly in internet search, marking the biggest antitrust ruling in the tech industry since the case against Microsoft more than 20 years ago. This time, Google is defendin ...

More antitrust woes for Google. The U.K’.s competition watchdog said on Friday that it suspects the company of adtech antitrust abuses. The tech giant will now have a chance to respond to the provisional findings before the regulator reaches a final decision.Confirmed violations of U.K. competition law can lead to corrective orders and fines of up to 10% of annual worldwide group turnover. So the outcome of this case is likely to be closely watched. The U.K.’s Competition and Markets Authority (CMA) has be ...