Bloomberg Businessweek: Super Bowl Ads
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Eli Horton, Senior Portfolio Manager at TCW's Active ETF Investments, discusses active investing in energy and supply chain ETFs. Doug Zarkin, Chief Brand Officer at Modern Performance + Recovery Brands, recaps this year's Super Bowl ads. Hayley Berg, Lead Economist at Hopper, shares her research on the travel outlook amid economic uncertainty. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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Analysts Debate Buying Or Selling Chiefs Super Bowl Stock
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Down 18%, are we witnessing the slow decline of Alphabet stock?
Like many of the Magnificent 7, Alphabet (NASDAQ: GOOG) stock has performed poorly over the last few months. Its once all-powerful moat in internet search is coming under serious threat from multiple angles. So, is this merely a mid-life crisis or something much more problematic? In its Q1 results, posted at the end of April, the business continued to see strong growth momentum. Revenues for the quarter came in at $90bn, 12% higher than a year ago. Representing over 50% of total revenues, Google search was up 10%. Google subscriptions, platforms, and YouTube ads also saw strong growth momentum. The business continues to invest heavily in AI. It recently launched Gemini 2.5, although it's still in preview mode and doesn't offer a paid tier with full access yet. The new AI model is not aimed at your average consumer. This probably explains why the pricing model will be different. It claims the model is capable of 'analyzing large datasets, codebases, and documents using long context'. But like so many of its peers, it has been rather vague on detail, other than saying it had addressed user feedback. Google, like all the other Magnificent 7 stocks, are trying to understand how generative AI is likely to evolve and whether it's a long-term threat to their business models. With 90% of all internet searches being conducted through Chrome, Google looks particularly vulnerable to me. A month ago, investors were totally spooked after an Apple executive disclosed in a court case that Google-search traffic on its devices using Safari fell for the first time ever. The speed of adoption of generative AI among the general consumer is what has completely taken me by surprise. Key to an acceleration in this trend have been AI-generated summaries at the top of search results. Google and Microsoft may be at the forefront of rolling out this new feature, but this technology has the potential to cannibalise existing revenue streams. Search engine optimisation (SEO) is the foundation of the internet. The whole marketing industry is based on fine tuning algorithms to ensure a company attracts traffic to their web pages. The rise of so-called 'zero-click' results looks set to upend this key tenet. In a recent survey conducted by consultancy firm Bain, it found that about 80% of consumers now rely on zero-click results in at least 40% of their searches. They estimated that this new phenomenon has reduced organic web traffic by between 15% to 25%. The likes of Perplexity AI and ChatGPT continue to attract consumers. According to Bain's research, approximately 40% to 70% of LLM users use the platforms to conduct research and summarise information, find the latest news and weather, and ask for shopping recommendations. Across the marketing industry, generative engine optimisation or GEO is becoming the new buzz term. This is in recognition of the growing role of bots trawling the web to train LLMs. Marketing revenues from clicks are the lifeblood of Google's business model. As it tries to find way to integrate and grow revenues from its own AI offerings, capital expenditures will continue to grow. With so much future uncertainty, I will continue to observe from the sidelines, but I don't rule out an investment in the future. The post Down 18%, are we witnessing the slow decline of Alphabet stock? appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Andrew Mackie has no position in any of the shares mentioned. The Motley Fool UK has recommended Alphabet, Apple, and Microsoft. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025
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Got $10,000? This "Magnificent Seven" Stock Is an Unbelievable Bargain.
Alphabet is by far the cheapest stock in the "Magnificent Seven." Alphabet faces three headwinds right now. Despite all the headwinds it faces, Alphabet's growth is in the top half of the cohort. 10 stocks we like better than Alphabet › The "Magnificent Seven" cohort was thus named by Bank of America analyst Michael Hartnett, describing some of the market's largest stocks today. This group has led the market forward over the past few years and has delivered fantastic returns to investors. It's made up of: Microsoft Nvidia Apple Amazon Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) Meta Platforms Tesla Despite its size, this group is known for its strength and growth and normally receives a premium valuation as a result. However, there's one that escapes this trend: Alphabet. Alphabet's stock has reached very low levels, and I think it looks like an excellent bargain if you've got the stomach for some of the challenges it brings. Alphabet is the parent company of multiple brands, but some of the most notable are Google, YouTube, the Android operating system, and Waymo. Although Alphabet's business is fairly broad, most of its revenue comes from advertising via YouTube and its dominant Google search engine. Advertising accounted for about 75% of Alphabet's total revenue in Q1, so it's clearly important to the business. Furthermore, advertising is its most mature area, generating the bulk of Alphabet's profits and allowing it to reinvest in other high-growth areas like Google Cloud and Waymo. This is the first problem investors see with Alphabet's stock, as advertising is cyclical. Ad budgets tend to get cut as companies prepare for economic downturns, and there's a prevalent fear that President Donald Trump's tariff plan could plunge us into a recession, or at the very least, a downturn. Only time will tell if this forecast is accurate, but Alphabet's Google Search and YouTube ads each delivered 10% year-over-year growth in Q1, so this weakness hasn't shown up yet. We'll have to keep an eye out during Q2 results to see if these growth rates decline, but as of right now, Alphabet's financials do not support this thesis. Another fear is that Google Search, Alphabet's cash cow, could be replaced by generative AI technologies. While this is a possibility, Google already integrated AI search overviews and has launched several competitive generative AI offerings. Management was very bullish on AI Overviews and stated that it's an incredibly popular feature with more than 1.5 billion monthly users. While Alphabet may lose some market share over the long term, it's still growing revenue at a double-digit pace, so there's not much to be concerned about. Furthermore, generative AI has been around for nearly three years and has been incredibly useful for at least the last year and a half. Google Search is still performing well despite that headwind, so I'm not as concerned about this headwind as the market is. Perhaps the biggest elephant in the room is the question, "What will Alphabet look like in five years?" I'm not talking about how various generative AI technologies could affect Alphabet's dominance; I'm talking about Alphabet being found guilty of operating an illegal monopoly in its advertising platform and search engine. Various ideas have been floated around about how to remedy these issues, but Alphabet will fight to ensure its company stays intact. We're years away from learning the outcome of these lawsuits, and each will likely end up in front of the Supreme Court. Until an end is reached, I'm still looking at Alphabet as a whole; anything else is just speculation. I believe Alphabet's stock looks like a bargain because it's cheaper than the broader market, yet it is growing its earnings much faster. With the broader market trading for 22.4 times forward earnings (as measured by the S&P 500), Alphabet's 17.6 times forward earnings looks like a bargain. Alphabet is also the cheapest "Magnificent Seven" stock by a wide margin, with the next cheapest stock (Meta Platforms) trading for 26.3 times forward earnings. Despite its cheap stock price, Alphabet posted the second-best net income growth in Q1, rising 46% compared to Nvidia's 64% growth. On the revenue side, it's exactly in the middle, beating Amazon, Apple, and Tesla. If all you did was look at Alphabet's finances compared to its peers, you would conclude that it would be worth much more than it is today. However, because of the various narratives surrounding Alphabet's stock, it trades at a deep discount to its peers and the market. Although some investors may not be comfortable investing in Alphabet's stock due to the impending government action (which is a fair reason to avoid the stock), I think the other reasons for Alphabet's stock trading at a discount aren't as valid. If Alphabet can fend off generative AI and the government over the next few years, it could easily be one of the top-performing "Magnificent Seven" stocks to own. However, it has an increased risk compared to its peers, which is why the stock trades at a discount. Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Alphabet wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,538!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $869,841!* Now, it's worth noting Stock Advisor's total average return is 789% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Bank of America is an advertising partner of Motley Fool Money. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Keithen Drury has positions in Alphabet, Amazon, Meta Platforms, Nvidia, and Tesla. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Bank of America, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Got $10,000? This "Magnificent Seven" Stock Is an Unbelievable Bargain. was originally published by The Motley Fool
