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US takes on Google's ad tech empire in antitrust trial
Techxplore· 2024-09-09 16:36
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: A large Google logo is seen at Google's Bay View campus in Mountain View, California. Google faces its second major antitrust trial in less than a year on Monday, with the US government accusing the tech giant of dominating online advertising and stifling competition. The trial in a federal court in northern Virginia follows a ...
Down 21%, Google Stock May Drop More After Ad Tech Antitrust Trial
Forbes· 2024-09-09 01:35
WASHINGTON, DC - JANUARY 24: U.S. Attorney General Merrick Garland is joined by Assistant Attorney ... [+] General Jonathan Kanter of the Antitrust Division (L) and U.S. Associate Attorney General Vanita Gupta (R) as he speaks during a news conference at the Justice Department to announce a new antitrust lawsuit against Google on January 24, 2023 in Washington, DC. The Justice Department and states including California, New York, Colorado and Virginia, have filed a lawsuit against Google over the company's ...
Google Stock Looks Tempting Already (Rating Upgrade)
Seeking Alpha· 2024-09-08 23:55
文章核心观点 - 尽管谷歌面临反垄断诉讼和人工智能相关资本支出带来的担忧 [4][5] - 但公司最新财报表现良好 [7] - 广告收入和云业务增长强劲 [8] - 成本控制良好 [8] - 人工智能投资有望为公司带来收益 [8] 根据相关目录分别进行总结 财务表现 - 第二季度营收达847.4亿美元 同比增长13.59% [7] - 每股收益1.89美元 超预期2.54% [7] - 广告收入增长11%至646亿美元 搜索广告和YouTube广告分别增长13.8%和13% [8] - 云业务收入增长29% [8] - 毛利率和营业利润率均有所提升 [8] 投资与风险 - 公司大幅增加资本支出 主要用于服务器和数据中心 [8] - 这些投资对公司未来收益率存在不确定性 [8] - 但不投资也无法与微软、亚马逊等科技巨头在创新上保持竞争力 [8] - 反垄断诉讼是公司面临的主要风险 可能导致公司被拆分 [4][17] - 人工智能领域的竞争也是一大挑战 [17] 估值分析 - 目前公司估值处于合理水平 [13][14] - 相比历史平均水平或有25%的上涨空间 [14] - 技术面上也显示了一定的买入机会 [15][18]
Opinion: Alphabet Would Be Worth More if Broken Up
The Motley Fool· 2024-09-07 23:07
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]
Google to receive punishment for search monopoly by next August, says judge
TechCrunch· 2024-09-07 06:40
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]
Missed Out On Nvidia's Run-Up? My Best AI Stock to Buy and Hold.
The Motley Fool· 2024-09-07 05:30
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. ...
Why Meta Platforms, Amazon, Alphabet, and Other "Magnificent Seven" Stocks Slumped on Friday
The Motley Fool· 2024-09-07 04:01
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 ...
UK Regulator Says Google's Ad Practices May Have Broken Competition Law
Investopedia· 2024-09-07 02:42
文章核心观点 - 英国竞争和市场管理局(CMA)认为谷歌可能通过滥用影响力和使用"反竞争"做法来优先考虑自己的广告交易所,从而违反了英国的竞争法 [1] - CMA指控谷歌有效地提高了通过其广告交易所AdX进行的广告商出价,并让AdX在公司拥有的发布商广告服务器进行的拍卖中优先出价,这可能使竞争对手无法出价 [1] - 如果CMA认定谷歌违反了英国《1998年竞争法》,可能会对其处以高达年收入10%的罚款 [2] 行业总结 - 除了英国,谷歌在美国和欧洲也面临监管审查 - 美国司法部正在考虑是否要拆分谷歌,因为法院裁定其在搜索市场拥有非法垄断地位 [3] - 欧盟今年早些时候也对谷歌及其他科技巨头是否遵守《数字市场法》的要求展开调查 [3] 公司总结 - 谷歌否认CMA的指控,称这是对广告技术行业的"错误解释" [2] - 谷歌表示将会就CMA的指控作出回应 [2]
Future of Google search rests with judge who will strip away monopoly power: Q&A with antitrust expert
Techxplore· 2024-09-06 22:10
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 ...
Google could face a lawsuit seeking more than $100 billion in damages, but it's not all bad news for the tech giant
Business Insider· 2024-09-06 22:00
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 ...