Google and Baidu Dominate Search as PayPal, Okta Grow in Fintech and Cybersecurity
• Alphabet's Google dominates internet search and YouTube is a cash cow, while Google Cloud is becoming profitable and has high margins • Okta provides critical identity verification cybersecurity solutions and the Auth0 acquisition expands its market • Baidu similarly dominates China's search market and is investing in high-growth AI initiatives • PayPal is benefiting from the digital payments megatrend and seeing increased customer engagement • New PayPal CEO Alex Chriss is cutting costs while still investing for growth