Headquartered in Mountain View, CA·Fiscal year ends December·NASDAQ: GOOGL·abc.xyz
About Google
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
A 960,000-GPU target puts a hard number on Vera Rubin demand before the chip generation even ships broadly, with A5X instances generally available next month and Europe next in line.
GOOGLE CLOUD & NVIDIA PLAN TO SCALE VERA RUBIN INFRASTRUCTURE TO UP TO 960,000 GPUS
Google Cloud announced that its new A5X instances, powered by NVIDIA Vera Rubin NVL72 systems, will become generally available next month, with plans to expand availability to Europe.
The new https://t.co/iXI9T62epX
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.
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.
Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
His rule: keep buying through rate scares, tariffs and war headlines
Trading 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.
Nice 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.
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.
Cramer flags a broken pattern: oil fell while the 30-year yield climbed to 5.66%, near 6%
Nasdaq's record close carried by Microsoft on Copilot, Meta's small-business ad shift, and Nvidia's all-time high
Saudis discounting crude $5 below the Oman/Dubai benchmark is market share defense, not a fading war premium
Caller questions on Intuitive Surgical as a broken stock, plus KLA, Domino's and SoFi
Cramer'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.
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.
Heavier artificial intelligence (AI) spending plans are overshadowing a strong quarter at Meta Platforms (NASDAQ:META | META Price Prediction), where revenue and guidance both topped expectations. Meta Platforms stock is at $677.20,…
Most investors run from Alphabet the moment they see its chip spending and rate exposure. Those are precisely the two reasons it keeps landing at the top of my watchlist.
Alphabet keeps beating earnings estimates while its stock keeps getting punished, and that gap between Wall Street's verdict and the underlying numbers is exactly where this investment thesis lives.
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Apple (NASDAQ:AAPL): which one better fits a retirement-focused portfolio right now? Alphabet has lost about $860 billion in market value since its peak. That is…
AWS just posted its fastest growth rate in 18 quarters, but a $200 billion capital spending plan and deeply negative free cash flow are raising serious questions about whether Amazon can actually…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) founder Elon Musk is known for big claims. On the company’s third-quarter call on October 20, 2026, he made a new one about a product SpaceX…
Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are sliding even while the NASADQ 100 is up 1% on Wednesday morning. The market is digesting an unusual admission from Google’s chief executive:…
Ahead of its IPO, Anthropic has committed more than $600 billion to computing. That is more than the entire market value of Intel (NASDAQ:INTC | INTC Price Prediction), which stands at $484.7…
Microsoft's stock barely moved over the past year while its earnings surged, and that gap between price and profit is exactly what makes one investor keep reaching for the buy button despite…
Meta walks into earnings with its ad engine still accelerating and a capex bill that rattles even the bulls. Our model lands on a price target Wall Street has not caught up…
Anthropic's confidential IPO filing reveals cloud commitments so large they could reshape the risk profiles of Amazon, Alphabet, and Microsoft simultaneously, and all three companies are both financing Anthropic and competing against…
Citi’s One Number: $5.35 Trillion Citi projects that four companies will spend $5.35 trillion in capital expenditures from 2027 through 2030: Amazon (NASDAQ:AMZN | AMZN Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL) and…
Morgan Stanley just called Amazon a top pick and lifted its price target, but with negative free cash flow and $200 billion in planned spending ahead, the real question is whether AWS…
Meta reports Q3 earnings on October 21 with its stock sitting 9% below its 52-week high, and three specific numbers will determine whether Wall Street's most aggressive price targets hold or collapse…
