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
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.
Meta and Alphabet both torched billions in fresh capex while free cash flow went negative, and now one of them is betting its future on an AI agent that its own CEO…
Caution is building around Amazon (NASDAQ:AMZN | AMZN Price Prediction) ahead of its upcoming third-quarter report, as a steep selloff in a fellow tech giant raises the bar for Amazon Web Services…
Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly…
Alphabet spent more on capital expenditures last quarter than it generated in operating cash flow, so it turned to stock sales and a mountain of new debt to keep the AI buildout…
Omor Ibne Ehsan Shares of Caterpillar (NYSE:CAT | CAT Price Prediction) fell 7.27% to $661.54 in Thursday’s regular session after the company’s third-quarter earnings report. CNBC named Caterpillar and Alphabet (NASDAQ:GOOGL) as the two earnings…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) shares are down about 13% this morning, trading near $283, after third-quarter results disappointed. CNBC reported the stock was on course for its biggest post-earnings drop…
Meta's ad pricing power keeps climbing even as a massive legal charge, ballooning capex, and a surprise stock offering sent shares tumbling. Whether those headwinds mask a rare buying window or signal…
Artificial intelligence has become Wall Street’s biggest growth story, with technology companies pouring hundreds of billions of dollars into chips, data centers, and computing power. Investors have largely accepted that spending as…
Traders are rewarding the target and punishing the buyer as Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) reportedly closes in on a deal to lock up scarce optical components for AI data…
The AI buildout is now costing Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) real cash, and a rival’s quarter just showed it doesn’t have to. Alphabet stock is at $288 in morning trading,…
Google Cloud's profit roughly tripled and revenue hit record highs, yet Alphabet shareholders watched hundreds of billions in paper value vanish after hours. One number buried in the earnings report explains why…
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 →
