Google's management has failed to diversify beyond Search, with Amazon surpassing Google in Cloud and Advertising. Amazon's Ad business is now 50% larger than YouTube's. Google Search is the company's ...

You can already buy almost anything with the click of a mouse. Now tech giants are preparing for an AI helper to do even that for you one day.

Google’s rapid expansion of search AI Mode and AI Overviews (AIOs) created several strange paradoxes. Ask almost any web publisher (as in, anyone who isn’t Reddit) whether they’re seeing Google ...

We believe that Alphabet (NASDAQ: GOOG) is currently a better pick over Amazon stock. GOOG stock trades at 22x forward earnings, versus 42x for AMZN. We think this gap in valuation will narrow in ...

In today’s Digest, we discuss the FTC targeting Google and Amazon over search ads, Penske Media hitting Google with an AI suit, and a court denying Google’s request to halt Epic Play Store changes.

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Amazon and Google are fighting gallantly to remain relevant. Whether or not they will remain relevant is a question that hundreds of billions worth of investment will answer. To which more than a few ...

Google's Gemini 2.5 AI model now dominates industry benchmarks, posing a significant threat to AWS's cloud business and its future growth trajectory. AWS' reliance on Anthropic models is now a ...

The Federal Trade Commission is investigating whether Amazon and Google misled advertisers regarding the pricing and terms for their ads. As first reported by Bloomberg, the investigation is being ...