CALDEIRÃO DE BOLSA

drivingsouth Escreveu:Estou a pensar entrar na GOOGLE a médio prazo (3/4 meses, pois penso que é uma boa acção para bons rendimentos Vs risco.

No entanto gostaria saber alguem mais qualificado tem alguma opinião técnica fundamentada, principalmente no que conserne ao overweight da quotação.

Já agora alguma sugestão equivalente, considerando baixa volatilidade/risco Vs ganhos.


Cumprimentos

A empresa de Warren Buffett comprou quase 5 milhões de dólares em ações da dona da Google. Aposta acontece numa altura difícil para as tecnológicas.

Decisão é vista como um sinal de flexibilidade por parte da China, que também terá preferência em focar os esforços negociais na Nvidia.

As ações da dona da Google estão a subir 4,3% para 251,9 dólares após o Citi Group ter elevado o preço-alvo da empresa para 280 dólares.

“Não podemos deixar isto acontecer”, frisou o Presidente dos EUA, ameaçando com o início de um procedimento no âmbito da secção 301 “para anular as penalizações injustas que estão a ser cobradas a estas empresas americanas que pagam impostos”.

Google Dodges Worst Penalties in U.S. Antitrust Case

Judge bars company from exclusive deals but allows it to keep its Chrome browser and high-stakes agreement with Apple

Publishers race to counter ‘Google Zero’ threat as AI changes search engines

Media groups explore new ways of reaching readers and making money amid arrival of AI tools that affect clicks


Publishers are racing to find ways to counter the threat of “Google Zero” — the sharp fall in web traffic that many media executives worry about following the launch of AI-based tools on the US platform.

In late July the latest iteration of Google’s AI tools was rolled out in the UK having already reached the US, leading some publishers to warn that an already evident decline in traffic from the search engine risked accelerating.

Google AI mode provides detailed answers to even nuanced search queries at the top of results, and builds on the existing AI Overviews that summarise results without the need to click through to source material.

“Like everyone, we have definitely felt the impact of AI Overviews. There is only one direction of travel; not only are AIs getting better, but they’re getting better in an exponential fashion,” said Sean Cornwell, chief executive of Immediate Media, which owns the Radio Times and Good Food brands in the UK. “It’s only heading in one direction, and we’ve got to assume that the drop-offs are going to be pretty stark at some point in the next few years.”

According to a May report by Enders and the Professional Publishers Association, media groups were “losing visibility and value as their content is used but not rewarded”, with about half reporting a search traffic decline over the past year.

Al Overviews were cannibalising website visits, Enders said, with four in five consumers relying on “zero-click search results” in at least 40 per cent of their searches.

Other recent studies by Pew Research Center and Authoritas showed that Google users were less likely to click on links when an AI summary appeared in the results. Google said that there were “fundamental flaws” in the methodology of the reports.

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Whatever the extent of the impact of Overviews and now AI Mode, publishers are preparing for a future where Google is less crucial to their sites.

Piers North, chief executive of Reach, the UK group that owns newspapers including the Mirror and Express, said “clearly change is under way” for the future of search traffic. “We’re mindful of the need to prepare for what some people are calling Google Zero or certainly a future that is different from the search-based ecosystem that’s driven online for the past 25 years or so.”

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