Headquartered in Mountain View, CA Fiscal year ends December NASDAQ: GOOG abc.xyz
Alphabet Inc. is the parent company of Google and several other businesses. Its core segment, Google Services, encompasses the world's dominant search engine (Google Search), the largest online video platform (YouTube), the Android mobile operating system, the Chrome web browser, Google Maps, Google Play app marketplace, and a portfolio of hardware devices and consumer subscription products including YouTube TV, YouTube Music and Premium, Google One, and NFL Sunday Ticket. Google Services generates revenue primarily through digital advertising across Search, YouTube, and its advertising network, as well as through subscriptions and device sales. Google Cloud provides enterprise cloud infrastructure and platform services (Google Cloud Platform), productivity and collaboration tools (Google Workspace), enterprise AI solutions and AI infrastructure including TPU systems. The Other Bets segment includes earlier-stage ventures such as Waymo (autonomous transportation) and internet services. Alphabet is currently executing a massive AI infrastructure buildout, having raised approximately $70 billion in equity and debt capital in Q2 2026 to fund compute expansion, and is deploying its Gemini family of AI models across its consumer and enterprise products at rapidly increasing scale. Updated
Kindig is putting a number on the AI buildout that anchors the capex debate: up to $6.5 trillion by 2030, with Nvidia and the four hyperscalers sitting on the receiving end of most of it.
Bain projects nearly 150GW of new data center capacity to be built out by 2030, requiring $5 trillion to $6.5 trillion in spending. $NVDA $MSFT $META $GOOG $AMZN
A lord of war ref on wsb is peak Shouldve made nicholas cage the buyer tho
The 607-upvote thesis: Alphabet wins the AI race either way by selling TPUs and cloud compute to the rivals burning VC money, so model benchmarks matter less than who pays the infrastructure bill. The trader is backing it with June 2027 calls struck at $300.
A 3.8% slide takes roughly $160 billion off the company in a single session, a rare drawdown for a mega-cap that has mostly traded one way this year. Watch whether it holds the $348.11 open level next session.
A 3.8% intraday slide to $334.89 is a rare single-session drop for a $4.2 trillion company, and moves of that size here ripple straight into index returns. No confirmed catalyst yet, which makes the next session's follow-through the thing to watch.
2 trillion valuation with 4b of revenue?
Anthropic's prospectus sets $4.59B in 2025 revenue against an $8.06B operating loss at a roughly $2 trillion valuation. The number traders shouldn't skip: $518B in cloud, compute and infrastructure obligations, which is the bull case for the picks-and-shovels names.
Put half in an index fund as insurance, the other half in individual names you have actually done the homework on. Cramer's case is that an S&P 500 fund gives you 8% to 10% a year and mediocrity alongside the winners, which is why he says it will not make you rich on its own.
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.
About as clear a risk-off tell as a House filing gives you: a sitting appropriator rotated out of megacap tech and a big bank in the same week. The filing shows trims of Alphabet, Apple and JPMorgan on Aug. 20, purchases of defensive names like McDonald's, PepsiCo and Novo Nordisk six days later, plus short duration high yield.
Alphabet lifted its quarterly payout 4.8% to $0.22, its second raise in the two years since it started paying at all. A company spending heavily on AI infrastructure is still committing more cash to shareholders.
Alphabet lifted its quarterly payout 4.8% a share, a raise that signals AI capex is not crowding out cash returns. Owners buying today lock in the base of a dividend still early in its growth curve.
Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is $434.48 over the next 12 months. That is 27.66% above the latest $340.35 close and ahead of the…
Vandita Jadeja Google Cloud just posted 82% revenue growth while the stock sits nearly 16% below its 52-week high, and the gap between what Wall Street sees and what the market is pricing in…
Vandita Jadeja A federal judge just cleared billions in ad-tech damages claims against Google to proceed to trial, where antitrust law would automatically multiply whatever a jury awards. But the real threat to Alphabet…
OpenAI suddenly faces a wave of legal problems. Many of them could spill over into the future of other large AI companies. That includes Microsoft (NASDAQ: MSFT | MSFT Price Prediction), Google…
Alphabet just posted monster cloud growth while its stock barely moved, and Wall Street's cautious price targets may be missing something big building quietly beneath the surface.
Vandita Jadeja Maybe it is because Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction) at the end of last year. Maybe his replacement, Greg Abel, is not…
Google Cloud revenue is surging and a half-trillion-dollar backlog is waiting to be unlocked, yet shares have barely moved this year. Here is what it would actually take for Google to reach…
Vandita Jadeja Alphabet is running multiple growth engines at once, from a cloud business expanding at breakneck speed to an AI platform already reaching nearly a billion users, yet the stock still trades at…
Vandita Jadeja Depending on who is answering the question, AI hyperscalers could invest $7 trillion between now and 2030. Germany’s GDP is about $5.5 trillion. More often than not, the question is where the…
Douglas A. McIntyre Google Cloud is growing faster than AWS and Azure combined, yet the stock trades at a fraction of their valuations. Something in that gap either represents the biggest discount in mega-cap tech…
Vandita Jadeja The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
Berkshire Hathaway has gone nowhere for a year while the S&P 500 climbed 12.5%, and the reasons behind that divergence reveal a company in the middle of a transformation that could resolve…
Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts…
ARK Invest just rotated out of the world's most valuable company to load up on a loss-making space startup trading at 58 times sales. The reasoning reveals something important about how ARK…
Alphabet has quietly built one of the most compelling AI growth stories among mega-cap stocks, but the real question is how much a $5,000 stake today could compound through 2031 across three…
Vandita Jadeja Alphabet Inc. is the parent company of Google and several other businesses.
24/7 Wall St.'s 12-month price target for GOOG is $436.85, rated Buy. The Wall Street consensus target is $419.65. GOOG price prediction →
