From Yahoo Finance: 2025-04-03 12:39:00

• Aswath Damodaran from NYU Stern School of Business states that AI "buzzwords" are no longer boosting the market, with concerns about capital spending growing among investors.
• Damodaran notes the sobering of the AI trade since September last year, attributing it partly to the DeepSeek breakthrough in China.
• John Belton from Gabelli Funds defends Alphabet (GOOG) despite challenges to its search business and negative sentiment, highlighting the stock’s value and potential for growth.
• Alphabet’s search business faces AI threats but its Gemini model has an edge due to the existing ecosystem. The company’s operating margin rose 32% in Q4, showing strong performance in revenue and margin growth.
• Alphabet’s secondary ventures in AI, autonomous driving, and Waymo robotaxi segment are making solid progress, with significant strides in autonomous ride volume compared to traditional ride-hailing services.
• Burke Wealth Management decides to sell its long-time holding in Alphabet due to emerging threats from generative AI-driven search and regulatory concerns, impacting the sustainability of Google’s search monopoly.
• Despite concerns, GOOG ranks 4th on the list of top stocks to watch as AI trade dynamics change, with potential under the radar AI stocks offering higher returns in a shorter time frame.

Read more at Yahoo Finance: Analyst Bullish on Alphabet (GOOG) Despite ‘Existential Threats’ to Search Business