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
Intel tops the board on the fewest comments of the group, with 3,184 upvotes piled onto a bearish take. Big Tech names stay split ahead of earnings, Reddit's own stock is heating up, and Caterpillar chatter is souring.
Source: RedditAlphabet is funding its AI buildout with other people's money, borrowing 6 billion euros in Europe rather than leaning on cash flow. Big Tech's shift from self-funded capex to debt markets is the story to track.
$GOOGL TO RAISE €6 BILLION FROM EURO 🇪🇺 BOND SALE
Four straight years of shrinking ad impressions means Alphabet's search revenue growth now rests entirely on price per ad.
Google's total ad impressions dropped 14% compared to last year. Ad impressions have now been declining for nearly 4 years. $GOOGL https://t.co/jQJWL7kSUd
Four of the market's largest cash machines now spend $201.9 billion a quarter on AI buildout, so the free cash flow that funded buybacks and dividends is the line to watch next earnings season.
AI is burning Big Tech's free cash flow: The combined CapEx of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, and Microsoft, $MSFT, rose +$36.9 billion in Q3 2026, to a record $201.9 billion. This figure has more than doubled over the last 12 months and is up +356% since Q1 https://t.co/1bDyyin35Y
GOOGsouring fast
Big Tech's selloff has Reddit arguing with itself: traders are split on Reddit's own stock, which drew 2,030 comments today, and on Alphabet, where the mood is souring fast. ServiceNow is the one name the crowd has turned outright bearish on, while Apple still has fans.
Source: RedditDoes 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
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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 $449.95, rated Buy. The Wall Street consensus target is $406.55. GOOGL price prediction →
