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Gemini success to drive Alphabet shares to $400, cause OpenAI to cut capex, says Pivotal ⊕⊕

found 2025 › Dec › 07 (Sun) @ 13:25 UTC

Gemini ■■
Alphabet ■■
OpenAI ■■
Pivotal ■■
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Jeffrey Wlodarczak ■■
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Analyst Jeffrey Wlodarczak cited continued momentum in Google's core business lines and said the company appears to be "winning everywhere" across the AI stack.