Alphabet

2025.09.23

09:21

Nvidia reaches $100 billion partnership with OpenAI, says it will still treat all customers equally

Nvidia said that despite the major collaboration with OpenAI, all customers will be given "equal priority" and will not be affected by the agreement. Nvidia said in a statement: "Our investment will not change the company's focus, nor will it affect supply to other customers. Regardless of whether there is an equity relationship, we will continue to treat every customer as the highest priority." CEO Jensen Huang has been committed to continuing its growth momentum by expanding its customer base. Despite its great success, Nvidia's revenue is still highly dependent on a few companies, including Microsoft, Meta, Amazon and Alphabet. These technology giants are competing to quickly build AI infrastructure and attract more users to use their services. They are also deploying or independently developing chip components to try to reduce their dependence on Nvidia. Therefore, customers are worried that they may lose supply priority, which may prompt them to further accelerate their own research and development, or more seriously consider alternatives from potential competitors such as AMD.

2025.09.22

23:37

Alphabet (GOOG.O) shares quickly fell to their session low, down 1.7%.

2025.09.17

21:34

Uber (UBER.N) fell 3%, while Lyft (LYFT.O) announced a partnership with Waymo, Alphabet's self-driving car subsidiary.

21:32

At the U.S. stock market opening, the Dow Jones Industrial Average rose 0.04%, the S&P 500 rose 0.02%, and the Nasdaq Composite fell 0.01%. Chip stocks fell, with Nvidia (NVDA.O) down 1.23% and Advanced Micro Devices (AMD.O) down 0.9%. The Nasdaq China Golden Dragon Index rose 2.04%, with Baidu (BIDU.O) up 7.9% and Alibaba (BABA.N) up 2.14%. Lyft (LYFT.O) rose 11.9% after the company announced a partnership with Waymo, Alphabet's self-driving car subsidiary.

2025.09.11

23:44

FTC launches investigation into AI chatbots

The U.S. Federal Trade Commission said on Thursday it is seeking information from seven companies that offer consumer-facing artificial intelligence chatbots, including Alphabet, Meta Platforms and OpenAI, about how they measure, test and monitor potential negative impacts.

23:39

Alphabet, Meta, OpenAI, XAI, and Snap face US FTC investigations

The U.S. Federal Trade Commission is investigating companies in the field of artificial intelligence, including Google's parent company Alphabet Inc. ("ALPHABET"), Meta Platforms Inc. ("META"), OpenAI, XAI, and Snap Inc. ("SNAP"). The specific details and reasons for the investigation are still unclear.

2025.09.06

04:57

Alphabet (GOOG.O) expects to set aside a 2.95 billion euro fine in the third quarter of 2025.

2025.09.05

22:28

Sources: Alphabet's (GOOGL.O) Google will face a European Union antitrust fine later on Friday over its advertising technology practices.

2025.09.04

12:45

Pivotal Research: Raised Alphabet (GOOG.O) price target from $245 to $300.

2025.09.03

22:11

Alphabet (GOOGL.O) shares extended their rally, hitting a new intraday high and were last up 8.2%.

21:31

At the US stock market opening, the Dow Jones Industrial Average fell 0.06%, the S&P 500 rose 0.4%, and the Nasdaq rose 0.8%. Alphabet (GOOGL.O) rose 6.7% after a US judge ruled that Google does not need to divest its Chrome browser and Android operating system. Macy's (MN) rose 14% after its second-quarter earnings report beat market expectations and it raised its full-year guidance. Apple (AAPL.O) rose 3%, and Nvidia (NVDA.O) rose 0.3%.

20:18

Oppenheimer: Raised Alphabet (GOOGL.O) price target to $270 from $235.

19:17

Rosenblatt Securities: Raised Alphabet (GOOGL.O) price target to $224 from $191.

17:58

Bank of America Global Research: Raised its price target on Alphabet (GOOGL.O) from $217 to $252.

17:54

TD COWEN: Raised Alphabet (GOOGL.O) target price from $220 to $240.

Email Subscription

Newsletters and emails are now available! Delivered on time, every weekday, to keep you up to date with North American business news.

Weekly Highlights

                                    Musk: XAI will certainly raise funds in the next few months, but not now
                            2025-09-20

                                    Nvidia (NVDA.O) fell further, dropping nearly 3%.
                            2025-09-17

                                    SoftBank and OpenAI's AI joint venture in Japan is severely delayed, with an update now expected in November.
                            2025-09-18

                                    Alipay's two operating entities have completed the name change
                            2025-09-19

                                    Hande Information: The company has cooperation with Oracle
                            2025-09-23