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Alphabet stock sell-off over AI leadership shake-up is 'a bit of a nervous reaction': Analyst

Alphabet stock sell-off over AI leadership shake-up is 'a bit of a nervous reaction': Analyst

Rosenblatt Securities' Barton Crockett says frontier AI model is "only part of the AI story" for Alphabet. and its strength in AI compute will somewhat off its lag in winning the frontier model race.
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