Motley Fool Money Recipes for Sales Growth, Mac and Cheese
Oct 10, 2024
Jason Moser and Lou Whiteman join the discussion, both esteemed Motley Fool contributors. Moser tackles the potential breakup of Alphabet and its impact on stock valuation, alongside the latest from Domino's and a tempting mac and cheese recipe. Whiteman dives into Rocket Lab's position in the competitive space industry, emphasizing challenges with company valuations in a speculative market. The podcast blends tasty culinary insights with sharp financial analysis, making for a delightful listen!
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Google Antitrust Concerns
- The Department of Justice is considering breaking up Alphabet due to antitrust concerns in the online search market.
- Alphabet shareholders seem unconcerned, likely due to the speculative nature of the situation and potential for lengthy litigation.
AI Regulation in Search
- Regulators are addressing how big tech companies, like Google, use AI.
- Google requires publishers to allow data crawling for AI training to appear in search results, raising concerns about stifling competition.
Evaluating Google's Stock
- Google's advertising revenue, while still significant, is declining as competitors like TikTok and Amazon gain market share.
- Consider Google's evolving role in search and AI, the DOJ investigation, and competitive landscape when evaluating its stock.