Thursday, June 13, 2024

We’re concerned about Alphabet’s ad-based business model due to AI competition and the DOJ’s lawsuit

Must read

Jakub Porzycki | Nurphoto | Getty Images

It’s Alphabet (GOOGL) versus Microsoft (MSFT) in artificial intelligence — and after decades of owning search, Google finds itself looking over its shoulder. While the Club owns both stocks, we’re most concerned about Alphabet at the moment as it plays catch up in the AI arms race and faces a government antitrust lawsuit over its online advertising dominance.

More articles

Latest article