Amazon looks poised to become a disrupter among social media platforms, and in my view, this could be a big problem for Alphabet (GOOG-0.97%) (GOOGL-0.83%). Breaking down Amazon's deals with ...

Alphabet also cited strength in its YouTube ads business, which rose to $8.9 billion from $8.1 billion in 2024. In the case of Meta, advertising comprises the vast majority of the company’s revenue.

Over the past year, investors have grown concerned that Alphabet has fallen behind rivals like Amazon and Microsoft in AI. However, its latest quarterly results seemed to temper those fears, as ...