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Alphabet Almost Sets a Record No One Wants

Alphabet lost nearly $500 billion -- a staggering amount of market cap --reflecting investors’ negativity regarding its incredible spending on AI infrastructure.

  • Alphabet lost $500 billion in market cap, surpassing Nvidia's $525 billion loss in Q1 2025
  • Google's spending on data centers and hardware expected to yield positive returns
  • AI adoption negatively impacted Google's advertising revenue

Lemonade: 3 Key Takeaways for Long-Term Investors

Lemonade's pet insurance pricing is where management says its AI edge will be tested.

  • Lemonade's in-force premium grew 34% to $1.55 billion in the latest quarter
  • Cross-sales surpassed $100 million, outpacing in-force premium growth
  • Automation tools enable rapid market entry and customer base expansion

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