Headquartered in Mountain View, CA Fiscal year ends December NASDAQ: GOOGL abc.xyz
Alphabet Inc. is the parent company of Google and several other businesses. Its core segment, Google Services, encompasses the world's dominant search engine (Google Search), the largest online video platform (YouTube), the Android mobile operating system, the Chrome web browser, Google Maps, Google Play app marketplace, and a portfolio of hardware devices and consumer subscription products including YouTube TV, YouTube Music and Premium, Google One, and NFL Sunday Ticket. Google Services generates revenue primarily through digital advertising across Search, YouTube, and its advertising network, as well as through subscriptions and device sales. Google Cloud provides enterprise cloud infrastructure and platform services (Google Cloud Platform), productivity and collaboration tools (Google Workspace), enterprise AI solutions and AI infrastructure including TPU systems. The Other Bets segment includes earlier-stage ventures such as Waymo (autonomous transportation) and internet services. Alphabet is currently executing a massive AI infrastructure buildout, having raised approximately $70 billion in equity and debt capital in Q2 2026 to fund compute expansion, and is deploying its Gemini family of AI models across its consumer and enterprise products at rapidly increasing scale. Updated
Retail boards are leaning bearish on the index itself and on Nvidia even as megacap tech dominates the conversation, with Alphabet pulling 1,416 comments. Meta chatter is heating up while Micron talk sours fast.
Source: RedditQuick, everybody post your heaviest bags.
707 comments on a single-stock, 10-year hypothetical, and the top-voted reply is a reminder that these threads surface people's biggest existing positions rather than their best ideas. Google dominates the actual picks, with Berkshire as the sleep-at-night alternative.
Retail traders have swung away from the AI trade today: Bumble and Reddit itself are drawing the bullish crowd while Nvidia chatter is souring. Reddit is heating up fast with 366 comments, the busiest thread count on the board.
Source: RedditTrading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
Retail traders are piling into Microsoft with 1,367 comments, yet the mood there is bearish, with bullish sentiment going to Alphabet and the broad S&P 500 fund. Nvidia is the notable absence, souring fast after months as the crowd favorite.
Source: RedditNice larp. These are cute but enterprises don't pay for the software, they pay for support. It's like everything running on RHEL. It doesn't do anything special, it just has a strong organization behind it that we know will exist in 10 years. Same with Office and Adobe products. For games. Sure little indie single players. But let's see some GitHub monkey maintain the servers for their fortnite clone.
If AI reverse-engineering commoditizes app software, value shifts to whoever owns distribution and cloud runtime, the bull case this thread is stress-testing before Alphabet's November 4 earnings. The top reply, upvoted more than the post itself, says the moat was never the code.
GOOGLsouring fast
Retail traders are split on the broad market even as it draws 278 comments, the most of any name today, while Tesla, McDonald's, MicroStrategy and SPCX all pull bullish chatter. Sentiment on Google is souring fast.
Source: RedditCramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
GOOGLheating up fast
Alpha Tau Medical is swallowing the board with 267 comments, more than every other name on today's list combined, while Alphabet chatter is heating up fast. Nvidia is the lone bearish name, and it is barely getting mentioned.
Source: RedditNike drew the most comments of anyone today and the mood there is bearish after its job cuts and weak sales outlook, while Alphabet's 566 comments show traders split on its EU fine. Retail is leaning bullish on the broad market and turning cold on Microsoft.
Source: RedditFor years, artificial intelligence has been sold as the next great productivity revolution. Businesses would produce more with fewer resources, profits would rise, and the economy would benefit from a technological leap…
Azure is booking revenue faster than almost any cloud business in history, yet its leadership reportedly just told team heads to slash costs by a fifth. Something about the math behind that…
Meta is pouring over $130 billion into AI while free cash flow craters and Reality Labs keeps bleeding billions. Whether that spending is a catastrophic overhang or the setup for a massive…
Wall Street once bet that AI chatbots would destroy Google Search, and investors who bought through that fear were rewarded. Now Alphabet faces a far bigger test, one measured in hundreds of…
Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per workload. One semiconductor giant is positioned to capture that…
Azure just crossed $100 billion in annual revenue and Microsoft's commercial backlog dwarfs what most investors track, yet the stock's biggest risk has nothing to do with AI demand fading.
Waymo just crossed a milestone that directly threatens the premium investors pay for Tesla's autonomy story, and Alphabet has a nearly unlimited funding engine to keep pushing. Whether Tesla's camera-only bet can…
Anthropic is closing in on an IPO, and the two tech giants holding stakes in the AI startup stand to gain very differently when shares finally hit the market.
Satya Nadella pitched an AI killswitch as a safety measure, but the real beneficiary of that idea may surprise you. Here is why one investor keeps adding to his Microsoft position every…
Both Alphabet and Amazon just posted accelerating cloud growth and are pouring tens of billions into AI infrastructure, but only one of them trades at a bargain multiple while controlling every layer…
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
Broadcom's revenue exploded while its stock sat nearly flat for a year, and that gap keeps widening every quarter. Before dismissing this as a broken trade, consider what the market may be…
Truist just slapped a $1,000 price target on Meta, but our proprietary model pushes the bull case even further while flagging a bear scenario that could leave the stock with almost no…
Apple just crossed a threshold no company has reached before, but the real debate is whether its loftiest valuation yet rests on a foundation strong enough to hold as margins compress and…
Marvell just secured a deal its CEO called a monster number, analysts have zero sell ratings on the stock, and the biggest growth catalyst has barely shown up in the financials yet.
Alphabet Inc. is the parent company of Google and several other businesses.
24/7 Wall St.'s 12-month price target for GOOGL is $571.01, rated Buy. The Wall Street consensus target is $430.40. GOOGL price prediction →
