Google's management has failed to diversify beyond Search, with Amazon surpassing Google in Cloud and Advertising. Amazon's Ad business is now 50% larger than YouTube's. Google Search is the company's ...

Amazon’s exit from Google Shopping cut ad costs and boosted clicks, giving retailers a fresh opening as Google’s AI-driven campaigns expand. Amazon unexpectedly pulled out of Google Shopping auctions ...

We believe that Alphabet (NASDAQ: GOOG) is currently a better pick over Amazon stock (NASDAQ:AMZN). GOOG stock trades at 22x forward earnings, versus 42x for AMZN. We think this gap in valuation will ...

We believe that Alphabet (NASDAQ: GOOG) is currently a better pick over Amazon stock. GOOG stock trades at 22x forward earnings, versus 42x for AMZN. We think this gap in valuation will narrow in ...

Google’s rapid expansion of search AI Mode and AI Overviews (AIOs) created several strange paradoxes. Ask almost any web publisher (as in, anyone who isn’t Reddit) whether they’re seeing Google ...

On this episode of the GeekWire Podcast, we’re joined by Colin Sebastian, senior research analyst at Baird and one of the most respected voices in tech and internet investing. We dive into how Amazon, ...