#google News & Analysis

Google Cloud, Solana Foundation roll out new pay-as-you-go system for AI agents

Google DeepMind workers are unionizing over AI military contracts

Google stock price set for $310 by April, market shows 100% confidence

Market options data suggests Google stock could reach $310 by April with high implied confidence levels, reflecting investor optimism about the company's AI and space sector investments. However, geopolitical tensions and regulatory scrutiny present significant downside risks to this bullish outlook.

Google nears Nvidia’s market cap after earnings beat sends shares to record high

Google's stock reached record highs following strong earnings results, narrowing the valuation gap with Nvidia as investor confidence in the company's AI capabilities strengthens. The earnings beat reflects growing momentum in Google's AI initiatives and positions the tech giant as a major player in the competitive AI landscape.

Google and Microsoft report strong Q1 AI-driven earnings growth

Google and Microsoft reported strong Q1 earnings driven by AI investments, intensifying competition in the artificial intelligence sector and potentially challenging NVIDIA's market dominance. This earnings growth reflects the accelerating adoption of AI technologies across enterprise and consumer applications.

Half of Google’s and Amazon’s ‘blowout AI profits’ came from a stake in Anthropic—not from their actual business

Google and Amazon's recent earnings reports showed substantial gains from unrealized investments in AI startup Anthropic rather than from core business operations. The private company's valuation has become so significant that paper gains on these stakes are materially inflating shareholder value for both tech giants during earnings season.

Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it’s paying off

Google Cloud surpasses $20B but says growth was capacity-constrained

Judging the Judges: A Systematic Evaluation of Bias Mitigation Strategies in LLM-as-a-Judge Pipelines

Evaluating Jailbreaking Vulnerabilities in LLMs Deployed as Assistants for Smart Grid Operations: A Benchmark Against NERC Standards

Alphabet (GOOGL) Stock Dips as Google Exits $100M Pentagon AI Drone Contract

Brussels orders Google to share Android's AI sandbox with the other kids

Google and Pentagon reportedly agree deal for ‘any lawful’ use of AI

Alphabet (GOOGL) Gains on Pentagon AI Contract Announcement

Meta partners with Amazon for AI chips, eyes competition with Google

EU tells Google to open up AI on Android; Google says that's "unwarranted intervention"

Announcing our partnership with the Republic of Korea

DeepSeek’s aggressive pricing pressures AI rivals, boosts Google’s odds

Google Cloud Next proves what we suspected: Everything is AI now

Transient Turn Injection: Exposing Stateless Multi-Turn Vulnerabilities in Large Language Models

Google’s $40B Anthropic bet shows where the real crypto rails are being built

How Project Maven taught the military to love AI

Google to invest up to $40B in Anthropic, market reaction flat

DeepSeek says its new V4 models trail OpenAI and Google by months, not years

China’s DeepSeek previews new AI model a year after jolting US rivals