1. Alphabet's strategic AI integration at I/O conference enhances core search with conversational AI while maintaining ad revenue; 2. Strong user base, proprietary data, and Gemini models counter fears of AI disrupting search dominance; 3. Attractive valuation with decade-low P/E, robust profitability, and faster earnings growth compared to peers.
Related Articles
- BOTZ: Exposure To AI With Attractive Valuation11 days ago
 - Volkswagen: Catalysts, Risks, And A Valuation That's Hard To Ignore17 days ago
 - Grab Holdings Is Cheaper Than It Looksabout 1 month ago
 - GE Vernova: Higher For Longer Growth Rateabout 1 month ago
 - Heidelberg Materials: I See Only One Direction This Can Go Long-Termabout 1 month ago
 - Nebius: Overvaluation Miss Becomes A Win (Rating Upgrade)about 1 month ago
 - Oracle: OpenAI Deal Risk (Double Downgrade)about 1 month ago
 - Expensify: Tough To Argue With Solid Cash Flowabout 2 months ago
 - Rigetti Computing Gets Closer To Crucial Quantum Milestone (Rating Upgrade)about 2 months ago
 - monday.com: 20% Quality Growth Compounder With Net Cash And GAAP Profitabilityabout 2 months ago