1. Alphabet secured a favorable antitrust ruling, preserving Chrome and Android's dominance and future growth; 2. Despite new data-sharing requirements, the primary competitive threat stems from AI-focused players, but Alphabet is well-positioned to adapt; 3. Strong financial performance with double-digit revenue growth and an undervalued forward EV/EBITDA of 14.2x supports a Strong Buy rating.

❶ Apple is making significant strides in expanding its gaming capabilities on Macs, showcasing native support for popular games on Apple Silicon. ❷ The company's Game Porting Toolkit update aims to streamline game development for Apple Silicon Macs and extend compatibility to iPhones and iPads. ❸ Apple's strategy leverages its ecosystem to offer seamless gaming experiences across its devices, potentially attracting a broader audience to Mac gaming.