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
AMD's earnings have retail traders arguing both sides across 603 comments, the loudest board on Reddit today. Meanwhile the mood is souring fast on Meta and heating up fast on Nvidia, a sign the AI trade is rotating.
Source: RedditA small-cap miner turned AI landlord now borrows on Google's credit, which changes the cost of funding a $19 billion, 20-year Anthropic lease.
TeraWulf $WULF has secured credit support from $GOOGL for debt financing tied to its previously announced $19B, 20-year Anthropic lease at the Justified Data Campus in Kentucky. Google's backing strengthens the project's financing profile and could help TeraWulf secure more https://t.co/f5JsaSgknY
The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.
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.
Berkshire's June quarter showed one big active move while Apple and the old-guard core sat still. As Greg Abel's first year closes, the next 13F will reveal whether that single bet was…
OpenAI just claimed ChatGPT is closing in on Google Search, but independent analysts, Alphabet's own earnings, and a missing baseline in the comparison all tell a messier story about who is actually…
Omor Ibne Ehsan Google just gave K-12 schools a choice that may not feel like one: accept AI bundled into Search or lose Search entirely. With a monopoly ruling already on appeal and senators demanding…
Omor Ibne Ehsan The Magnificent Seven split in two on Wednesday morning, the day after Democrats won control of Congress. As of about 11:15 AM ET on Nov. 4, five of the seven megacap tech…
Azure is accelerating, Copilot adoption is surging, and a $677 billion commercial backlog sits on the books, yet a massive capex bill threatens to swallow the gains before investors ever see them.
Good news from Google wasn’t enough to keep TeraWulf (NASDAQ:WULF) out of a broad selloff in AI data center stocks. TeraWulf stock is at $12.04 in afternoon trading, down 4%. The decline…
Alphabet's stock keeps falling while its cloud revenue triples and its search business records its fastest query growth in five years. Something in that gap deserves a closer look before the market…
Oracle has shed half its value in a year while racking up billions in negative free cash flow, yet two Wall Street desks just slapped $400 price targets on a stock trading…
Big Tech is leading the stock market’s recovery from a volatile election night, and three of its largest names are setting the pace. Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock is at…
Marvell shares just dropped 11% on acquisition rumors even as the stock sits on a 162% year-to-date gain, and where it lands by 2030 depends entirely on which version of its AI…
AWS capacity keeps selling out before Amazon can build it, retail margins hit record highs, and the capex bill is climbing toward $220 billion. Here is why those problems look like reasons…
Meta just raised billions in bonds as investors lined up with nearly four times what was asked, yet lenders charged a price the company has never paid before. What that growing tab…
Surging AI demand lifted one tech giant back to the top of the market cap rankings on Election Day, while the same force quietly eroded the margins of its closest rival. The…
Apple just posted a revenue record without building a single hyperscale data center, while Alphabet borrowed billions to fund its AI expansion. The gap between their strategies reveals which company actually holds…
Picture a married near-retiree with $720,000 of their 401(k) in an S&P 500 index fund. That one fund puts roughly $345,600 into the AI trade without a single stock pick. The math…
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 $457.65, rated Buy. The Wall Street consensus target is $400.37. GOOGL price prediction →
