Companies

Alphabet

NASDAQ: GOOGM
$43.29
▲ $0.55 (+1.29%) today
Markets closed · 12:46am ET

About Alphabet

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

Latest Activity

Bloomberg Businessweek
PodcastBloomberg BusinessweekCarol Massar · 13 min

Instant Reaction: Nvidia CEO Jensen Huang Ousted by Nvidia Board

  • CFO Colette Kress named interim chief, with Bloomberg Intelligence expecting her to hold the job one to two quarters
  • Mandeep Singh: no successor easily replicates Huang's ecosystem deal-making or TSMC and supply chain ties
  • CUDA creator Ian Buck floated as the leading internal candidate given Nvidia's six-month chip cadence
  • Anurag Rana ranks the AI chip race Nvidia first, then Google, Amazon, Microsoft, with the gap now easier to close

The succession question is no longer hypothetical, and the analyst read is that an interim CFO running the company buys hyperscalers time to push their own silicon. If you own Nvidia for its ecosystem lock-in, a leadership vacuum is now testing that moat. The Tim Cook comparison came up, and nobody on the panel treated it as settled.

Read more
All-In with Chamath, Jason, Sacks & Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg56 min

Freedom vs. Safety: Axon CEO Rick Smith on the Future of Policing

  • Rick Smith retraces Axon's near-bankruptcy, dot-com IPO at a $12M valuation, short attack and SEC probe
  • Pivot from hardware to cloud software after Ferguson; body cams now handle more daily video uploads than YouTube
  • Axon is now Skydio's largest investor with nearly half the company, locking up public-safety drones
  • Taser-equipped drone program defended after ethics board resignations; hard limits on autonomous lethal force

The Skydio stake points to where the next leg of growth comes from: drones and robotics sold into the same police agencies already paying for cloud video. Smith frames regulation as guardrails, which matters for a business whose contracts live or die on public sentiment after the ethics board walkouts.

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New positionAlphabet
Opened
QCOMQUALCOMM INC
Shares
3.0M
Value
$548M
% of portfolio
0.6%

As of Sep 30, 2026 · disclosed Nov 6, 2026 · ~45 days stale — may not reflect current positions.

Alphabet's 13F shows a new Qualcomm stake as of September 30, a rare public-equity bet from a filer whose disclosed portfolio is 94.8% SpaceX.

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GOOGGoogle
Q3 2026
EPS
$2.12
est $3.00-28.5%
Revenue
$127.58B
est $127.83B-0.2%

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.

Quarterly EPS — reported vs estimate
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Jim Cramer
PodcastMad Money w/ Jim CramerJim Cramer · 44 min

Mad Money w/ Jim Cramer 9/21/26

  • Retrospective on Tim Cook's Apple tenure, which ended September 1, 2026, built from a decade of Cramer interviews
  • Cramer's original thesis: Apple as the future health company and the future credit card company
  • Cook cited 11,000 ResearchKit signups in 24 hours for a Stanford cardiovascular study
  • Cramer framed Apple Pay as pushing retailers and card networks toward adoption

With Cook out of the CEO chair as of September 1, the case for Apple built on services, health data and payments now belongs to someone else to defend. Cramer's replay is a reminder that the growth story he backed for a decade rested on those businesses.

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GOOGM Coverage

Frequently Asked Questions

What does Alphabet do?

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.