Google Is Navigating Well In The AI Era

  • Google is navigating the AI era well, and they have the right ecosystem to thrive as advances continue. Waymo's driverless rides have surged, now providing over 250 thousand weekly rides, with expansion plans in Atlanta, Miami, and Washington, D.C. Despite potential risks from AI competitors, regulation, and tariffs, GOOG's search revenue remains robust, and a sum-of-the-parts valuation suggests the stock is a 'Buy' for long-term investors.