Latest news with #Cue
Yahoo
11 hours ago
- Business
- Yahoo
Evercore Unfazed: $205 Target Reaffirmed Despite GOOG Underperformance
Evercore ISI recently reiterated an Outperform rating and $205 price target on Alphabet Inc. (NASDAQ:GOOG) shares. Alphabet is a technology company that owns and runs the internet search engine Google. In an investor note, the analyst noted that Alphabet shares had traded down following reports that Apple Senior VP of Services Eddy Cue testified that Search volumes in Apple's Safari browser fell for the first time in April and that Apple was actively exploring adding AI Search capabilities to its browser, potentially adding partners like Perplexity and Anthropic. The selloff put shares of Google's parent down a total of 26% since an early February peak, noted the analyst, who will take the other side and be buyers of this correction. Later in the day, Google issued a statement saying: We continue to see overall query growth in Search. That includes an increase in total queries coming from Apple's devices and platforms, notes Evercore. It is plausible that Cue's statement reflects both a very mature low-single digit percentage Search query growth rate and Apple Safari browser share losses, as tracked by statcounter, added the analyst. A laptop and phone open to Google's services in an everyday setting. While we acknowledge the potential of GOOG, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GOOG and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 33 Most Important AI Companies You Should Pay Attention To and 30 Best AI Stocks to Buy According to Billionaires Disclosure: None.
Yahoo
11 hours ago
- Business
- Yahoo
Evercore Unfazed: $205 Target Reaffirmed Despite GOOG Underperformance
Evercore ISI recently reiterated an Outperform rating and $205 price target on Alphabet Inc. (NASDAQ:GOOG) shares. Alphabet is a technology company that owns and runs the internet search engine Google. In an investor note, the analyst noted that Alphabet shares had traded down following reports that Apple Senior VP of Services Eddy Cue testified that Search volumes in Apple's Safari browser fell for the first time in April and that Apple was actively exploring adding AI Search capabilities to its browser, potentially adding partners like Perplexity and Anthropic. The selloff put shares of Google's parent down a total of 26% since an early February peak, noted the analyst, who will take the other side and be buyers of this correction. Later in the day, Google issued a statement saying: We continue to see overall query growth in Search. That includes an increase in total queries coming from Apple's devices and platforms, notes Evercore. It is plausible that Cue's statement reflects both a very mature low-single digit percentage Search query growth rate and Apple Safari browser share losses, as tracked by statcounter, added the analyst. A laptop and phone open to Google's services in an everyday setting. While we acknowledge the potential of GOOG, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GOOG and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 33 Most Important AI Companies You Should Pay Attention To and 30 Best AI Stocks to Buy According to Billionaires Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-05-2025
- Business
- Yahoo
Google搜尋大升級！AI模式追貼ChatGPT？
Google在星期二的I/O大會上首次展示超越其傳統的搜尋產品，並推出了一系列新技術。這些技術未必會取代會給你10個鏈結的主流的搜尋世界，但到未來，這些鏈結在生活上會變得沒有那麼必要，Google正為這毎未來的來臨鋪平了道路。 下載Yahoo財經APP 美股外幣即時報價 多國新聞任睇 從內建類似ChatGPT式的人工智能模式（AI Mode）、幫你買東西的AI代理，到重新研發下一代智能眼鏡，Google顯示其如何在AI初創公司和政府反壟斷執法機構雙重威脅下，致力將服務提升到更高層次。 Alphabet（GOOGL）最重要的子公司Google的廣告帝國建立在搜尋平台基礎上，這仍是其最重要業務。但OpenAI（ Google迎擊新對手的的必要，在一場反壟斷聽證會上顯露無遺。蘋果（AAPL）服務業務高級副總裁Eddy Cue透露，通過其Safari瀏覽器的搜尋量在4月倒退，是歷史首次下降。Google是Safari的預設搜尋引擎，這是兩公司每年200億美元協議的一部分，而美國司法部正通過反壟斷官司謀求終止此協議。 Cue將倒退是因為客戶選擇使用ChatGPT等生成式AI服務，但Google反駁，稱其搜尋總體查詢量持續增長。 該報告震撼了華爾街，5月7日消息傳出時，Google股價一度下跌高達7.5%。 自2022年底OpenAI及其合作夥伴微軟（MSFT）對Google搜尋霸主地位開始構成威脅以來，Google一直處於守勢。現在，Google正全力以赴，向客戶和華爾街證明其有能力繼續在搜尋領域中稱霸。 Google搜尋平台最大改變之一是新增「AI模式」（AI Mode）。用戶可以與Google AI進行來回對話，類似於與ChatGPT、Bing或Perplexity的互動。如此公司便毋須放棄傳統搜尋產品，因為AI Mode並非取代搜尋，而是在搜尋中作為一個標籤，類似於圖片、新聞和視頻。此功能會先在美國開放。 AI Mode使用Google的最先進的模型，並利用公司稱為「分散查詢」（query fan-out）的技術。Google表示，此方法將查詢分解為較小的子問題，同時運行多個獨立搜尋。Google解釋，這使AI Mode能執行比傳統搜尋更深入的搜尋。 Google搜尋的「AI概覽」（AI Overviews）也將升級，部分搜尋結果將從AI Mode的最新AI模型中提取信息，作為兩種搜尋選項之間的選擇。 Google表示，還將為AI Mode引入AI代理功能，可以讓軟件執行任務，如儲起客戶想要的產品並完成結帳流程。 AI Mode還新增「試衫」功能，用戶可以上傳自己的圖像，然後看看衣服穿在身上的效果。僅從這些公布可見，Google對AI Mode寄予厚望，有機會成為傳統搜尋產品的接班人。 Google不僅專注於對抗新興AI公司，還致力於應對智能眼鏡的新威脅。Google最大的廣告競爭對手Meta已推出Ray-Ban Meta智能眼鏡，希望這款眼鏡引領消費科技革命。 Meta正在開發其Meta AI為用戶執行搜尋功能，若智能眼鏡持續改進，足以令消費者放棄智能手機，或至少透過眼鏡進行搜尋而減少使用手提電話，則Google可能面臨嚴重危機。 為此，Google重新投入研發，宣布與三星、高通（QCOM）、Warby Parker（WRBY）和Gentle Monster合作，開發自家的智能眼鏡。 智能眼鏡未必能像智能電話多年來那樣成為全球消費者的首選科技。但隨著搜尋業務面臨的威脅增加，Google不能錯過這一機會。 翻譯自Yahoo財經
Yahoo
21-05-2025
- Business
- Yahoo
Did a Top Apple Executive Just Give Investors the Ultimate Reason to Dump the Stock?
An Apple executive recently testified at Google's antitrust case, and admitted that iPhones may not be needed in 10 years. iPhone sales account for approximately half of Apple's top line. Artificial intelligence (AI) could result in a shift in users relying more on wearable devices. 10 stocks we like better than Apple › Apple (NASDAQ: AAPL) has been one of the best stocks to own over the past five years on the stock market, rising more than 160% during that time frame. As of Monday's close, its market cap was just over $3.1 trillion, making it one of the most valuable companies in the world. The success and strength of its business revolves around its iPhones and iPads, as well as the ecosystem of its other products and services. But what if something happened that disrupted that dominance? One of Apple's own executives admitted that there could be trouble ahead for the business, and may have provided investors with a reason to think twice about owning the stock for the long term. The world of tech is changing rapidly due to advancements related to artificial intelligence (AI). And that can mean the devices that people use today may become obsolete within the next five to 10 years. Eddy Cue, the senior vice president of services at Apple, testified at the antitrust case against Google (which Alphabet owns), stating that even the company's iPhones may not be crucial due to changing AI trends: "You may not need an iPhone 10 years from now." Cue believes that AI-powered wearable devices, such as smart glasses, could take the place of today's smartphones. For Apple, that means both opportunities ahead and also some significant challenges. Consider that during the first three months of 2025, the company's net sales totaled $95.3 billion, and iPhone revenue accounted for roughly half of that, at $46.8 billion. The company has already faced difficulties in growing that area of its business, as iPhone sales rose by just 2% in the most recent quarter. A longer-term trend that gives consumers more of a reason to ditch the iPhone certainly wouldn't help matters for Apple. The company would have to rely on innovation and potentially coming out with something new. And unfortunately, that hasn't exactly been a strong point for the business in recent years. Apple has been lagging behind other companies when it comes to AI. It has delayed its Apple Intelligence features that it was planning to roll out for iPhones this year, which will now be slated for 2026. While some AI features are available, including summarizing emails and webpages, more advanced ones such as using Apple's Siri assistant for multiapp requests that involve multiple steps won't be available until next year. The problem is that there are already many chatbots for users to choose from today that can handle complex, multistep requests, and Apple is already well behind the competition. By next year, the gap could widen even further. While Apple is prioritizing safety and privacy, which are important aspects of AI, the company's inability to keep up could pose problems for the business in the future. At the very least, Apple's already sluggish growth rate could take a hit. And if iPhone sales are struggling, that could trickle down and affect how many of those consumers are also buying iPads and subscribing to services. There are over 1 billion active iPhones in the world, but Android devices actually have the lion's share of the smartphone market, at over 71%. Apple iPhones are a bit of a status figure, but they may have lost their practicality over the years, with Android devices being cheaper, less locked down, and easier for users to modify and customize. In the future, if Apple struggles to keep up with AI, its market share may diminish even further. It's difficult to predict how the next five-plus years will play out in tech, let alone the next decade, and what effect that will have on Apple's business. The company's lack of significant innovation hasn't hurt them over the past decade, as iPhones have remained iconic devices and are still crucial to Apple's business. But the changes that AI is causing could finally ramp up the pressure on Apple to get going and deliver advancements that may be necessary to keep up with the market. AI is an area that Apple investors should monitor. For now, the business is still doing well, and there's no need to panic. But Cue's comments about the iPhone do highlight a serious concern about just how long Apple can rely on its devices without making significant advancements. That remains a big question mark hovering over the business today. If you're invested in Apple, you may not necessarily need to rush to sell your shares, and it can still make for a good stock to own, but this is a risk you should consider for the long haul. If, however, you're a growth-oriented investor, you may be better off pursuing other tech stocks that are better positioned to benefit from advancements in AI than Apple. Before you buy stock in Apple, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Apple 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 $642,582!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $829,879!* Now, it's worth noting Stock Advisor's total average return is 975% — 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 May 19, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Apple. The Motley Fool has a disclosure policy. Did a Top Apple Executive Just Give Investors the Ultimate Reason to Dump the Stock? was originally published by The Motley Fool
Qatar Tribune
21-05-2025
- Business
- Qatar Tribune
Google unveils new AI search mode in ‘total reimagining'
Agencies Google on Tuesday launched a fully artificial intelligence-powered version of its search engine in what CEO Sundar Pichai said is a 'total reimagining' of the web tool's search feature, as the tech giant presses on with embracing AI despite fears for its ad-based business model. The search engine's new AI mode goes further than the already launched AI Overviews which display answers to queries from the company's generative AI powers, above the traditional blue links to websites and ads. 'New AI mode is a total reimagining of search with more advanced reasoning,' said Pichai, kicking off the tech giant's annual developer's conference in Silicon Valley.'You can ask longer and more complex queries... and you can go further with follow up questions.' Google head of search Liz Reid described the freshly unveiled AI mode, which is now available in the US, as a powerful tool with advanced reasoning, multi-modality, and the ability for users to dive deeper into searches. 'It searches across the entire web, going way deeper than the traditional search,' she said. Since Google debuted Generative AI Overviews in search results at its developers conference a year ago, it has grown to more than 1.5 billion users in a wide array of countries, according to Pichai.'That means Google search is bringing Gen AI to more people than any other product in the world,' Pichai said. 'As people use AI Overviews, they're increasingly happier with their results and they search more often in our biggest markets, like the US and India.' Analysts have expressed concerns that shifting away from pages of 'blue links' to AI-generated summaries in Google search would mean fewer opportunities to serve up money-making ads at the heart of the company's business model. This has also caused alarm among website publishers, such as news organizations or Wikipedia, who face a massive drop in traffic with the potential demise of Google search links that have been the main gateway to the internet for the past two those concerns, Apple executive Eddy Cue testified in federal court recently that Google's search traffic on Apple devices declined in April for the first time in over two decades. Cue, Apple's senior vice president of services, told the Washington antitrust trial that Google was losing ground to AI alternatives like ChatGPT and Perplexity, sending Google's shares plummeting. Investors were also unsettled when Cue added that Apple might soon offer AI alternatives as default search options on its devices, heightening concerns that Google's advertising revenue could face serious threats from AI competitors. The testimony came during a pivotal trial where a federal judge could decide that Google needs to sell off key businesses in order to satisfy a previous ruling that its search engine is an illegal monopoly.
