Alphabet in Podcasts
companyA global technology company specializing in internet-related services and products, including search engines, advertising, and cloud computing.
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Think Amazon, AMZN, Microsoft, MSFT, or Alphabet, GOOG, over the next few years.
But Google Parent Alphabets is soaring.
The Justice Department gives an all-clear to Wiz and Alphabet for the latter to acquire the former.
And in the Wall Street Research Corner, investors should consider shorting bonds of hyperscalers, but hold off on major shorts of the broader AI trade, according to B of A. Strategist Michael Hartnett said hyperscaler cash flow is no longer sufficient for Amazon, Alphabet, Meta, Microsoft, and Oracle to sustain the ongoing AI CapEx arms race.
The company is backed by Alphabet, Chevron, Goldman Sachs, and several family offices.
In other news of note, Alphabet CEO Sundar Pichai sounded cautiously optimistic about AI, echoing other hyperscaler predictions and indeed Alan Greenspan.
Waymo is a subsidiary of Alphabet, the parent company of Google, which is a financial supporter of NPR.
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