9 articles
Alphabet's Google is expanding the financial analysis capabilities of its Gemini AI platform. The system can now generate detailed stock research, interpret valuation metrics, and analyze market sentiment.
Google is bringing Firebase and Firestore into AI Studio, giving developers database and authentication tools directly in the platform. The update includes a redesigned Build interface and new command features to speed up AI-powered app creation.
Analysis reveals Google owns every major layer of the AI supply chain—from custom chips to consumer apps—a vertical integration strategy that could deliver faster deployment and lower costs compared to competitors who rely on external partners.
Morgan Stanley significantly raised its TPU demand forecast for Google after discovering new supply-chain indicators, projecting purchases of 5 million units in 2027 and 7 million in 2028.
Alphabet shares outpace tech rivals with 66% year-to-date gains while maintaining the lowest P/E ratio among Magnificent Seven stocks. The company's end-to-end control of AI infrastructure—from TPU chips to Gemini models—positions it as the only native full-stack AI player.
Google is launching a major AI shopping update featuring AI Mode, Gemini-powered gift suggestions, automated store calling, and deal tracking with Google Pay—all designed to streamline product search, comparison, and purchasing ahead of the holiday season.
Google Research launched JAX-Privacy 1.0, a library designed to make differentially private machine learning easier on the high-performance JAX framework. The release aims to help researchers and developers combine cutting-edge privacy algorithms with JAX's scalability.
Google is set to unveil a new AI-powered coding environment called "vibe coding" in AI Studio, promising to streamline development from initial prompt to production deployment using its Gemini model.
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Alex Dudov
Usman Salis
Peter Smith
Saad Ullah
