Insights from Jeremy Grantham (Trades, Portfolio)'s Third Quarter 2025 13F Filing Jeremy Grantham (Trades, Portfolio) recently submitted the 13F filing for the

Too Late To Buy Alphabet? -- Nope

09:32am, Thursday, 13'th Nov 2025
Alphabet delivered stellar Q3 results, with strong growth in Google Cloud and Search, and robust overall fundamentals. GOOGL's aggressive CAPEX is justified by surging demand, especially in AI and clo
South Africa's competition regulator announced on Thursday a series of concessions from global tech platforms, including a 688 million rand ($40 million) media support package agreed with Google and Y
The European Commission has launched a fresh investigation into Alphabet's Google over whether its search ranking practices disadvantage news publishers and breach the European Union's Digital Markets
YouTube TV subscribers hoping for an update on the Disney-Google dispute may be out of luck. Disney just told investors that it "cannot predict how long this service blackout will last.
Delta Air Lines (DAL) CEO, Ed Bastian, sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss how Delta and the airline industry have been impacted by the government shutdown, what the f
CNBC's Julia Boorstin and Disney CFO Hugh Johnston join 'Squawk Box' to discuss the company's quarterly earnings results, the company's streaming strategy, Disney's theme parks business, negotiations
“We're in the middle of negotiations right now. Things are live. They're happening.
The European Commission opened a new investigation into how the tech giant ranks news publishers in search results.
Officials say effective invisibilty in search results could be leading to unfair ‘loss of revenue'
Alphabet's quantum chip recently demonstrated a verifiable advantage over classical machines -- the first time that feat had been accomplished. Nvidia's NVQLInk ensures the chipmaker will remain relev
Alphabet's Google was hit with an EU antitrust investigation into its spam policy on Thursday following complaints from publishers who say it has hurt their revenues, putting the U.S. tech giant at ri

This Growth Stock Continues to Crush the Market

04:20am, Thursday, 13'th Nov 2025
AI has gone from threat to opportunity for tech giant Alphabet. Its fiercest AI competitor, OpenAI, has seemingly opened the door to concerns about its funding.
GOOG was our top contributor in the quarter, benefiting from accelerating momentum in its core Search and YouTube franchises. We continue to view Alphabet as among the best-positioned secular growth f
Morgan Stanley estimates Disney loses $30 million weekly from YouTube TV blackout affecting ABC and ESPN channels, as the dispute nears the end of its second week.
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