The post Alphabet’s AI Gamble Pays Off in Q3, Fueling Search and Cloud Growth appeared first on StartupHub.ai.

The notion that generative AI might cannibalize Alphabet’s foundational search advertising business was a prevalent concern amongst investors and industry observers alike. However, the company’s Q3 results, as reported by CNBC’s MacKenzie Sigalos, unequivocally demonstrate a different narrative: AI is not merely a defensive play but a potent accelerant for Alphabet’s core segments and burgeoning […]

The post Alphabet’s AI Gamble Pays Off in Q3, Fueling Search and Cloud Growth appeared first on StartupHub.ai.

The post AI Investment Cycle: Early Innings, Driven by Fundamentals appeared first on StartupHub.ai.

The current AI investment cycle, despite the colossal market capitalization gains seen in mega-cap technology firms, remains firmly in its “early innings,” according to John Belton, Growth Portfolio Manager at Gabelli Funds. This assertion, shared during a recent discussion on CNBC’s “The Exchange” with Dom Chu, Tim Seymour, and Barbara Doran, challenges the notion that […]

The post AI Investment Cycle: Early Innings, Driven by Fundamentals appeared first on StartupHub.ai.