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BullDigest's March 25 Post-Market Summary of Alphabet Inc.

  • 25.03.2025 22:03
  • bulldigest.com
  • Keywords: Post-Market, Summary, Alphabet Inc.

Check out BullDigest's March 25 Post-Market Summary of Alphabet Inc.. We provide a summary of the key news from market opening hours.

Post-Market SummaryMETAsentiment_dissatisfied

Estimated market influence

Google

Negativesentiment_dissatisfied
Analyst rating: N/A

Laid off employees

Meta

Meta

Negativesentiment_dissatisfied
Analyst rating: Strong buy

Laid off employees

Context

Business Insights and Market Implications Summary

Google Play Badges and Malware Protection

  • Google Play introducing app badges for vetted software, similar to VPNs.
  • Expanding protection against malicious sideloaded financial apps beyond Singapore.
  • Focus on developer education and pre-review checks to ease policy compliance.

CME Group and Google Cloud Tokenization Pilot

  • CME Group partnering with Google Cloud to pilot wholesale payment and asset tokenization using Google Cloud Universal Ledger (GCUL).
  • Testing set to begin in 2026, aiming to enhance efficiency in collateral, margin, settlement, and fee payments.
  • On-chain tokenization market projected for significant growth by 2034.

Waymo Robotaxi Expansion

  • Alphabet’s Waymo planning robotaxi service launch in Washington, DC by 2026, contingent on regulatory changes.
  • Potential markets include Phoenix, Los Angeles, San Francisco Bay Area, and Miami.
  • Analysts predict strong upside potential for Alphabet (GOOGL) with a 28.42% price target.

Quantum Computing Developments

  • Google’s Julian Kelly predicts quantum computers will achieve practical applications in five years, revolutionizing fields like physics and data generation.
  • Applications include solving problems beyond traditional computing capabilities.

Gemini AI Advancements

  • Gemini 2.5 Pro launched with a 1 million token context window, soon expanding to 2 million.
  • Features like Deep Research and Audio Overviews enhance expertise acquisition and market insights.
  • Google’s AI ecosystem integration aims to regain competitive ground against ChatGPT.

Alphabet Stock Valuation and Risks

  • Alphabet (GOOGL) undervalued with enterprise value unchanged over ten years.
  • Strengths include AI leadership (Google Cloud) and internet search dominance.
  • Risks include antitrust lawsuits and potential loss of search advertising revenue.

Apple and Google Antitrust Issues

  • Apple excluded from Google’s antitrust trial, risking $20 billion search deal.
  • Potential liability for TikTok availability on Apple and Google app stores, with limited alternatives if Google exits.

Health and Fitness Wearables Market

  • Growing competition among Apple, Alphabet, Garmin, and Meta in the health and fitness wearables market (projected to reach $324.7B by 2032).
  • Trends include smart fabrics, sweat sensors, and AI-driven personalized insights for health metrics.

Google Quantum Computing Legal Action

  • Google suing scammers who created 10,000 fake business profiles on Google Maps, highlighting efforts to maintain platform integrity.

FAANG Job Concerns

  • High-earning FAANG professionals facing job security and visa challenges, emphasizing the importance of financial stability in tech roles.