Headquartered in Mountain View, CA Fiscal year ends December NASDAQ: GOOGL abc.xyz
Alphabet Inc. is the holding company for Google and a collection of other businesses. It reports three segments: Google Services, Google Cloud and Other Bets.
Google Services covers ads, Android, Chrome, consumer devices, Google Maps, Google Play, Search and YouTube. It earns revenue mainly from advertising (Google Search & other, YouTube ads and Google Network). It also earns from consumer subscriptions such as YouTube TV, YouTube Music and Premium, NFL Sunday Ticket and Google One, from app and in-app purchases, and from consumer devices.
Google Cloud sells infrastructure and platform services, applications and other enterprise products. Its revenue comes from consumption-based fees and subscriptions for Google Cloud Platform and Google Workspace, and increasingly from product sales of its TPU AI accelerator systems. Demand for enterprise AI infrastructure and AI solutions is now its primary growth engine.
Other Bets generates revenue mainly from autonomous transportation services and internet services.
Alphabet also funds shared AI research centrally, including its Gemini family of models and the Gemini app. It is investing heavily in technical infrastructure and funds part of that build-out through debt, at-the-market equity issuance and mandatory convertible preferred stock, while paying quarterly common dividends. Updated
Does Google even need to advertise to Indians workers? Are they not gonna apply either way?
Retail is turning Alphabet's selloff into a headcount argument, with 361 comments treating viral office-perk reels as proof that cost cuts are the next catalyst. Whether or not the videos mean anything, the layoff-equals-margin reflex is how this crowd is now trading big tech.
ServiceNow closed down 26.53%, the deepest drop across 382 priority names and more than a quarter of its value gone in one session.
A 32-point gap separates the best and worst names in a 381-stock universe today: ServiceNow and Fortinet both shed roughly 24% while Eli Lilly leads the upside at 7.72%. Positioning set for a quiet session is already wrong.
Alphabet owns the conversation today with 1,495 comments, nearly triple the next name, as retail traders argue both sides of its cloud and AI search story. Microsoft chatter is heating up fast, while Amazon is the one losing the room.
Source: RedditTwo blue chips are opening at record-setting earnings gaps, with 10.93% the line that would make Caterpillar's drop the worst in its history.
Along with Alphabet $GOOGL set for its biggest gap down on earnings in history, Caterpillar $CAT is set to have its biggest gap down on earnings since July 2002. If it opens down more than 10.93%, it will be its biggest ever. Some historic drops for big blue chips this morning. https://t.co/PMpBoUlaMj
Watching reddit continually crash out over AI only for companies to invest more heavily into it coupled with market hitting several new highs the past couples years has been peak entertainment.
Alphabet guided 2026 capex to $195 billion to $205 billion and said 2027 goes higher, which keeps the AI buildout trade funded for another year. The debate in the thread is whether that spending ever earns its return, or just keeps the chip suppliers paid.
Google Cloud revenue doubled, up 103% year over year on AI infrastructure and TPU sales, which is what matters for investors here. The EPS miss came from an $8.7 billion loss on equity securities, and quarterly capex of $51.4 billion pushed free cash flow negative. Keep an eye on the stock as the call gets underway.
NVDAsouring fast
Moderna is pulling more chatter than the rest of the board combined, and the mood there is bearish even as its pipeline headlines pile up. Nvidia is souring fast, while traders stay split on Meta and Alphabet and keep leaning bullish on the broad index.
Source: RedditA 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
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Wall Street saw a massive earnings miss and hit the sell button. I read the footnotes, checked what the actual businesses returned, and opened my wallet instead.
Google's AI search is draining Reddit's logged-out audience by the millions each week, and Reddit's proposed fix could shrink that audience even further before it saves the company.
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Wall Street’s new AI test just tripped up Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week’s rule is simple: spend big…
Alphabet's free cash flow just went negative for the second quarter in a row as AI spending spirals past what the business generates, leaving income investors to wonder what gets cut next.
A foundry setback and a rough night for Big Tech earnings are piling pressure on Intel (NASDAQ:INTC | INTC Price Prediction) hours before its own quarterly report. Intel stock is at $92.04,…
Broadcom's AI revenue is growing faster than almost anyone on Wall Street expected, yet the stock sits nearly 30% below its 52-week high. Something about that disconnect deserves a closer look.
Alphabet Inc. is the holding company for Google and a collection of other businesses. It reports three segments: Google Services, Google Cloud and Other Bets.
24/7 Wall St.'s 12-month price target for GOOGL is $516.12, rated Buy. The Wall Street consensus target is $429.12. GOOGL price prediction →
