On Monday, Sen. Elizabeth Warren (D-Mass.) accused Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google of blurring the line between helpful recommendations and consumer manipulation by embedding instant checkout into its Gemini AI chatbot. Elizabeth Warren Flags Privacy, Spending Concerns Warren took to X and said that Google's move to integrate its Gemini AI model into shopping services could giv...
On Monday, Sen. Elizabeth Warren (D-Mass.) accused Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google of blurring the line between helpful recommendations and consumer manipulation by embedding instant checkout into its Gemini AI chatbot. Elizabeth Warren Flags Privacy, Spending Concerns Warren took to X and said that Google's move to integrate its Gemini AI model into shopping services could give the tech giant new ways to influence consumer behavior. "This could allow Google and its partners to violate consumer privacy and manipulate consumers into spending more and paying higher prices," she wrote on X, adding, "I'm pushing for answers." Google plans to integrate its AI model, Gemini, into its shopping services. This could allow Google and its partners to violate consumer privacy and manipulate consumers into spending more and paying higher prices. I'm pushing for answers. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share This investment firm leverages expert insights and a 2.40x net equity multiple to help accredited investors capitalize on 2026 multifamily market trends—read the full forecast now. Her comments come as Google accelerates efforts to turn Gemini into a full-fledged shopping assistant rather than just a search or chat tool. Google did not immediately respond to Benzinga’s request for comments. Google Expands AI Shopping With Retail Partners Last month, Google announced partnerships with major retailers, including Walmart (NASDAQ:WMT), Shopify (NASDAQ:SHOP) and Wayfair (NYSE:W) to expand shopping features in Gemini. The update allows users to search for products, receive recommendations and complete purchases without leaving the chatbot. An instant checkout feature lets shoppers pay using cards linked to their Google accounts, with support for PayPal expected soon. Google said the AI-powered shopping tools will launch first in the U.S., with international expansion planned. Trending: Blue...
frantic00/iStock Editorial via Getty Images Back in November 2025, I expressed my view that investors should buy the dip in Microsoft Corporation ( MSFT ). I reiterated my buy rating as Azure results were robust and while guidance was a little mixed, the contraction in the valuation made the stock attractive. As you can clearly see in the rating history chart below, Microsoft has been caught up in...
frantic00/iStock Editorial via Getty Images Back in November 2025, I expressed my view that investors should buy the dip in Microsoft Corporation ( MSFT ). I reiterated my buy rating as Azure results were robust and while guidance was a little mixed, the contraction in the valuation made the stock attractive. As you can clearly see in the rating history chart below, Microsoft has been caught up in the recent software selloff and as of now the stock is sitting ~18% below levels when my update was published. Today, I'll provide an in-depth analysis to see whether this is a golden opportunity or whether concerns are justified. Seeking Alpha In the below discussion, it is shown that Q2 was a strong quarter for Microsoft. Fears of AI disruption are shown to be overblown and their all-important Azure business has remained solid. While there are some risks moving forward, opportunities and very respectable Q3 guidance indicates that prospects remain bright. Meanwhile, the valuation has contracted sharply and so I believe now is the time to upgrade Microsoft to a strong buy rating. Growth Dips But Remains Solid Data by YCharts Microsoft reported their FY2026 Q2 results on January 28th and we'll start today's discussion with a look at their top line results. In the second quarter, the company generated total revenues of $81.3 billion, up 17% YoY. You can see above that this represents a dip in growth after three consecutive quarters of acceleration. While that may be a bit disappointing, do note that this growth rate is still solid and represents one of the higher growth quarters we have seen in the past few years. Therefore, judging from these results, it would be a mistake to conclude that business activity has deteriorated materially. In addition, Microsoft was able to beat consensus expectations by a very healthy margin of $993.68 million and so there was in fact outperformance on their top line. Let's now take a look at each of their segments. Productivity & Business Pr...
frantic00/iStock Editorial via Getty Images Back in November 2025, I expressed my view that investors should buy the dip in Microsoft Corporation ( MSFT ). I reiterated my buy rating as Azure results were robust and while guidance was a little mixed, the contraction in the valuation made the stock attractive. As you can clearly see in the rating history chart below, Microsoft has been caught up in...
frantic00/iStock Editorial via Getty Images Back in November 2025, I expressed my view that investors should buy the dip in Microsoft Corporation ( MSFT ). I reiterated my buy rating as Azure results were robust and while guidance was a little mixed, the contraction in the valuation made the stock attractive. As you can clearly see in the rating history chart below, Microsoft has been caught up in the recent software selloff and as of now the stock is sitting ~18% below levels when my update was published. Today, I'll provide an in-depth analysis to see whether this is a golden opportunity or whether concerns are justified. Seeking Alpha In the below discussion, it is shown that Q2 was a strong quarter for Microsoft. Fears of AI disruption are shown to be overblown and their all-important Azure business has remained solid. While there are some risks moving forward, opportunities and very respectable Q3 guidance indicates that prospects remain bright. Meanwhile, the valuation has contracted sharply and so I believe now is the time to upgrade Microsoft to a strong buy rating. Growth Dips But Remains Solid Data by YCharts Microsoft reported their FY2026 Q2 results on January 28th and we'll start today's discussion with a look at their top line results. In the second quarter, the company generated total revenues of $81.3 billion, up 17% YoY. You can see above that this represents a dip in growth after three consecutive quarters of acceleration. While that may be a bit disappointing, do note that this growth rate is still solid and represents one of the higher growth quarters we have seen in the past few years. Therefore, judging from these results, it would be a mistake to conclude that business activity has deteriorated materially. In addition, Microsoft was able to beat consensus expectations by a very healthy margin of $993.68 million and so there was in fact outperformance on their top line. Let's now take a look at each of their segments. Productivity & Business Pr...
Earnings Call Insights: Vertiv Holdings Co (VRT) Q4 2025 Management View Executive Chairman David Cote stated, “We delivered strong results across key metrics, and we've got tremendous momentum heading into '26 and beyond… Our technology leadership and global scale, along with our service and operational capabilities aren't easily replicated, and we keep widening that gap.” CEO Giordano Albertazzi...
Earnings Call Insights: Vertiv Holdings Co (VRT) Q4 2025 Management View Executive Chairman David Cote stated, “We delivered strong results across key metrics, and we've got tremendous momentum heading into '26 and beyond… Our technology leadership and global scale, along with our service and operational capabilities aren't easily replicated, and we keep widening that gap.” CEO Giordano Albertazzi reported, “Fourth quarter orders were up 252% year-over-year and up 117% sequentially. Trailing 12-month organic orders growth was 81%... Our book-to-bill ratio was 2.9x. Our backlog stands at $15 billion, more than double last year's.” He noted Q4 organic net sales growth of 19% and highlighted the Americas with 46% growth. Albertazzi announced Vertiv will “no longer report actual orders, orders forecast or backlog with quarterly earnings” to reduce volatility for investors. Albertazzi described new solutions: OneCore, “an end-to-end full data center solution,” and SmartRun, “a converged and prefabricated white space infrastructure solution,” both contributing to rapid deployment and scale. The PurgeRite acquisition was cited as strengthening Vertiv’s fluid management capabilities for liquid-cooled AI data centers. Craig Chamberlin was introduced as the new CFO, stating, “The strength of our market position, the quality of our technology and the caliber of this team makes me very excited about where we're headed.” CFO Chamberlin reported, “Adjusted diluted EPS of $1.36, up 37% year-over-year, and $0.10 above our prior guidance… Organic net sales were up 19%, with strong momentum continuing in Americas, up 46%, offset by APAC, down 9% and EMEA down 14%.” Outlook Albertazzi stated, “For '26, we are projecting adjusted diluted EPS of $6.02 on organic sales growth of 28% with adjusted operating margin of 22.5%.” Chamberlin provided, “We're projecting $13.5 billion [in net sales] at the midpoint, which represents 28% organic growth, with projected sales growth to be driven by ...
"A young man obsessed with death falls in love with an old woman obsessed with life. She dies and teaches the kid how to live," Cameron Crowe described it for AFI in 2011. "And it's done with music [by Cat Stevens] that scratches at your soul... that movie holds up - to this minute."
"A young man obsessed with death falls in love with an old woman obsessed with life. She dies and teaches the kid how to live," Cameron Crowe described it for AFI in 2011. "And it's done with music [by Cat Stevens] that scratches at your soul... that movie holds up - to this minute."