Sheridan spoke to Business Insider about how AI concerns are eroding Google's search business, leading ISI to view Alphabet as a buying opportunity.
1 report, 1 independent
Updated Jul 12
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What happened
Sheridan spoke to Business Insider about how AI concerns are eroding Google's search business, leading ISI to view Alphabet as a buying opportunity.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Market conditions feature negative-beta stocks relative to S&P 500 gains, while Cerebras IPO peaks amid AI-related buying bids.Sub-event
Goldman Sachs expert discusses AI concerns impacting Google's search business and potential buying opportunities for ISI.1 source
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The entities involved
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Google
American multinational technology company, a subsidiary of Alphabet Inc.
- ISI
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Goldman Sachs
American investment bank
Related events
- Google reports significant revenue growth across Cloud, Search, and YouTube, driven by AI demand and Gemini integration.
- Amazon and Google are heavily investing in AI, while Google's shares plunged amid an earnings slump.
- AMD, Google, and Amazon are major players in the AI infrastructure race, with market commentary noting Google's slump.
- Google Search is shifting toward AI mode, while investment in SpaceX faces challenges due to equity loss.
- Microsoft and Google are highlighted as leading AI companies, with Gemini models being central to Alphabet's strategy.
Coverage
Newest first; wire copies grouped- Business InsiderWhy Wall Street analysts think Alphabet may be the most overlooked Big Tech stock Alphabet stock has slid this year as concerns rise about AI eroding its search business. However, some analysts on Wa