Google kicked off its I/O event with a keynote address earlier today. In this brief note, we discuss stock implications and new announcements, including: 1. Update on the GOOGL Catalyst Path & AI Vibe Check 2. AI Overviews rolling out across Search in the US, to 1B users by year-end. 3. Project Astra: GOOGL’s universal AI agent spans across product features. 4. 1M-token Gemini context-window rolling out, 2M-token context moves to private preview. 5. TPU v6: Trillium appears focused on inference ...
The next two weeks include three of GOOGL’s most important events of the year: • Google I/O for developers and new consumer products today. • YouTube Brandcast for brand advertising on Wednesday. • Google Marketing Live (GML) for performance advertising next Tues May 21st
Moody's Ratings (Moody's) affirmed Alphabet Inc.'s (Alphabet) Aa2 long-term issuer rating, Aa2 senior unsecured notes rating, and Prime-1 rating on the short term commercial paper program. The outlook is stable. "Despite competitive, legal and regulatory pressures, Alphabet's management team has r...
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