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- Must Reads: GOOGLās $260 Dream - At Risk After Appleās AI Search Jab?
Must Reads: GOOGLās $260 Dream - At Risk After Appleās AI Search Jab?
Can Googleās Search Empire Survive Appleās AI Ambitions, or Is This a Golden Buying Opportunity?
Welcome, Investors!
Google just dropped 7%ābut donāt let the headlines spook you. This isnāt just about Apple throwing a curveball; itās about whether Alphabet is still the quiet powerhouse you want in your portfolio. Iāve spent the week dissecting whatās really going on behind the scenesāand whether the path to $260 per share is a moonshot or a calculated bet.
In this newsletter, Iām diving deep into:
š The Apple Shockwave ā Did Cupertino just crack Googleās search dominance? Or is Wall Street overreacting to AI-driven headlines?
š Google Search: Crown Intact? ā AI Overviews, Lens, Circle to SearchāGoogleās not giving up the throne. The numbers might surprise you.
š A 7% Dip, a $260 Dream? ā We break down Barronās bold target, analyst forecasts, and whether Alphabet is now a value play in disguise.
šø Is This the Bargain of Big Tech? ā With a forward P/E under 17 and $12B+ quarterly Cloud revenue, Googleās valuation tells a very different story.
Letās be clear: there are real threats on the horizonāAppleās moves, chatbot disruption, and the legal noise around ad practices. But thereās also serious firepower behind Googleās pivot into multimodal AI and deep infrastructure plays. This isnāt just search anymoreāitās about Cloud, Gemini, and a data advantage few can match.
If youāve ever waited for a pullback to enter a tech titan with long-term upside, this might be your moment. But itās not about FOMOāitās about understanding the full chessboard and making confident, deliberate moves.
Letās stay focused, think long-term, and build smart. Youāre not just investing in a companyāyouāre investing in the future of how the world finds and processes information. š§ š„
Erwin Dwight
Founder of Investing Wise Academy
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GOOGLās $260 Dream: At Risk After Appleās AI Search Jab?
A seismic shift rocked the tech world when Apple $AAPL ( ā² 0.53% ) dropped a bombshell, sending Alphabet $GOOGL ( ā¼ 0.99% ) stock plummeting over 7% in a single day and wiping out billions in market value. The culprit? A reported dip in search queries on Apple devicesāthe first in two decadesācoupled with . . . |  |
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Alphabet Stock Sell-Off: 4 Reasons Why You Shouldn't Panic About Google Search
Apple executive Eddy Cue said that Safari searches declined for the first time ever in April. Cue attributed the decline to people using more artificial intelligence (AI) chatbots and predicted that AI search engines will eventually replace traditional search. |  |
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