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Alphabet: 3 Fresh Catalysts From The Landmark Apple Gemini Deal [Seeking Alpha]
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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US:NASDAQ Investor Relations: abc.xyz/investor
Google Cloud Platform has reinforced its positioning as a durable beneficiary of the AI supercycle. The newly announced multi-year deal to power Apple's AI stack with Gemini and Google Cloud technology is also a material game changer. Not only will the partnership deepen Gemini's edge AI distribution across iOS, but it'll also reinforce conversion to paid subscriptions and drive adjacent demand to Google's broader compute stack. This will enable sustained margin expansion, increase earnings visibility and unlock a more compelling AI returns profile for Google relative to rivals like OpenAI and Microsoft. In the following analysis, I review three new catalysts from the Apple-Gemini deal that remains underappreciated at the stock's current valuation. Getty Images Alphabet Inc. ( GOOG GOOGL ) aka Google stock has continued its upsurge into the new year, propelling its market cap past the $4 trillion threshold, putting it just behind Nvidia NVDA This article was written by
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