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Google's management has failed to diversify beyond Search, with Amazon surpassing Google in Cloud and Advertising. Amazon's Ad business is now 50% larger than YouTube's. Google Search is the company's ...

Google’s rapid expansion of search AI Mode and AI Overviews (AIOs) created several strange paradoxes. Ask almost any web publisher (as in, anyone who isn’t Reddit) whether they’re seeing Google ...

Google and Amazon compete for people’s time and wallets, and for advertisers’ budgets. And on Wednesday, they both kicked off their marketing industry conferences and announced a round of big ad tech ...

On this episode of the GeekWire Podcast, we’re joined by Colin Sebastian, senior research analyst at Baird and one of the most respected voices in tech and internet investing. We dive into how Amazon, ...

The U.S. Federal Trade Commission is investigating whether Amazon and Alphabet’s Google misled advertisers that place ads on their websites, according to people familiar with the matter. The ...

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We believe that Alphabet (NASDAQ: GOOG) is currently a better pick over Amazon stock. GOOG stock trades at 22x forward earnings, versus 42x for AMZN. We think this gap in valuation will narrow in ...

Anti-monopoly cases have been known to reshape corporate America. In 1984 at&t’s telephone network was found to have excluded competing firms. The company was controversially broken up in a move that ...