GOOGL

A Democratic sweep might be just the medicine Google needs to prosper.

Venture capitalist Chamath Palihapitiya warned that AI-native startups could face growing competition from foundational model developers as companies such as OpenAI and Alphabet Inc.’s Google expand into software applications and workplace…

Key TakeawaysAlphabet rose 3% today as Big Tech, led by Amazon, rallied after the midterms. The bounce looks like relief, since a new Congress doesn’t fix the Search miss or negative free cash flow.

Many megacap growth stocks are underperforming the major indexes this year.

OpenAI just claimed ChatGPT is closing in on Google Search, but independent analysts, Alphabet's own earnings, and a missing baseline in the comparison all tell a messier story about who is actually winning.

While it might seem counterintuitive at first glance, the biggest cloud operators might gain an advantage from a Democratic sweep.

Key TakeawaysAlphabet’s Gemini 4 Carbon now ranks first on Artificial Analysis’s Intelligence Index, and a16z’s Martin Casado says the best frontier models take more than 80% of AI spending, weighted by dollars.

The latest financing diversifies funding while cloud growth carries near-term margin pressure.

Google just gave K-12 schools a choice that may not feel like one: accept AI bundled into Search or lose Search entirely. With a monopoly ruling already on appeal and senators demanding answers, the stakes reach far beyond any classroom.

DuckDuckGo is courting schools frustrated by Google's AI restrictions, pointing educators to its search engine and options to disable AI features.