GOOG Jun 2025 125.000 put
| Previous close | 5.0500 |
| Open | 4.0500 |
| Bid | 3.9000 |
| Ask | 4.1000 |
| Strike | 125.00 |
| Expiry date | 2025-06-20 |
| Day's range | 4.0500 - 4.1500 |
| Contract range | N/A |
| Volume | |
| Open interest | 1.92k |
- Yahoo Finance Video
This factor will set apart competing gen AI tools: Analyst
Nvidia's (NVDA) latest earnings highlighted a major issue for the AI trade; despite beating earnings expectations, investors were disappointed as they looked for significant returns on massive capital expenditures (CapEx). RBC Capital Markets Internet Analyst Brad Erickson joins Asking for a Trend to break down the state of the AI trade and the technology's outlook amid a heated competition. Erickson explains that generative AI platforms are emerging "right in front of us," pointing to software engineering efficiencies, customer support platforms, and marketing tools as examples. He also highlights sovereign AI, where countries are spending on the technology to use and access data that no one else has. He adds, "If you look at like the top four or five CapEx spenders on AI infrastructure, it's $200 billion and it's going up next year probably by more than 10%." He explains that investors are in a position where they have to put "blind faith" into AI players, knowing that it will pay off in the future. He tells Yahoo Finance, "From my perspective, like we're taking a little bit more of a measured approach, saying, 'Look, $200 billion. Think about what you need to do to maintain operating margins.' Pretty simple math of, like, are we really talking about $300, $400 billion of marginal revenue every single year? Those are big numbers." Erickson believes that competing AI tools from names like Google (GOOG, GOOGL) and OpenAI will ultimately "end up looking a lot of the same kind of thing." He argues that distribution is a more important factor and will likely determine the level of success. For more expert insight and the latest market action, click here to watch this full episode of Asking for a Trend. This post was written by Melanie Riehl
- Yahoo Finance Video
Hyperscalers are going all in on AI: Chart of the day
Chip companies like Nvidia (NVDA) have skyrocketed since the AI spending boom took off, doubling their revenue every quarter. However, Nvidia's latest earnings report, despite topping expectations, disappointed investors looking for returns on the monumental spending. Catalysts Host Madison Mills digs into a Wall Street Journal chart showing the capital expenditures of AI hyperscalers since 2020, and discusses whether investors will see returns on their AI plays in the near future. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Melanie Riehl
ReutersGoogle knew publishers would dislike ad tech change that helped it profit
Google knew publishers would balk when it took measures in 2019 to keep them from diverting ad sales to competitors, prompting it to try to make the change look more palatable, according to internal documents shown at the tech titan's antitrust trial on Thursday. Google's removal of the feature that publishers used to reduce their dependence on Google is a key piece of the case in which the U.S. Department of Justice and a coalition of states are seeking to show the company unfairly dominated markets for the technology that facilitates online advertising. The Justice Department showed emails and documents where Google employees discussed the company losing revenue because publishers were using their ability to set a higher minimum for bids from Google's AdX than for other exchanges.
