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OpenAI’s Sarah Friar wants to price for value. The market may only let her price for cost.

Google is the internet. And it's optionality on future tech is second to none.

The Apple–Google partnership signals Apple’s decision to stay in its lane, a move that brings Google one step closer to winning the AI race.

Google's shares hit record highs as Gemini reach record users. The real question: who’s winning the AI war?

UBS says OpenAI’s explosive growth fuels Microsoft and Nvidia, threatens Google, and poses both opportunity and risk for investors.

AI will accelerate wealth winners in markets, as capitalism falls to mega-cap tech and online landlords create more wealth for investors.

Alphabet’s real strength isn’t in its parts, it’s in their integration. Break it up, and the signal powering Google ads deteriorates.

Investors are wondering if Google's "Kodak moment" has arrived with the launch of ChatGPT. The result is a sell-off that's gone too far.

The bank says the race to dominate AI chatbots and wearables for consumers is hotting up in 2025, with investors eyeing winners.

Don’t mistake fear for fact: Google’s ad engine, cloud growth and AI lead are stronger than the market thinks.