Coding tools are becoming an increasingly big target for Google and Microsoft as they try to catch up to Anthropic and OpenAI ...
Gil Luria, D.A. Davidson head of technology research, joins 'The Exchange' to discuss the state of tech stocks, if investors should wait out the investment cycle and much more. Got a confidential news ...
Google faced fears during the rise of chatbots like ChatGPT and Claude that they would become search-engine killers and cut into the core of parent company Alphabet’s revenue. But that hasn’t happened ...
Alphabet is ramping up efforts to compete with Nvidia in the market for AI accelerators.
Alphabet's earnings commentary underscored why it would be a smart financial move if Google started selling its custom artificial-intelligence chips, D.A. Davidson analyst Gil Luria said. He's long ...