Headquartered in Mountain View, CA Fiscal year ends December NASDAQ: GOOG 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
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.
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's cloud business is accelerating faster than any hyperscaler rival while the stock sits 21% below its 52-week high, and that disconnect between fundamentals and price is exactly where the bull case…
Deutsche Bank's top macro researcher flagged a single date on the calendar as the market's historical autumn floor, and stocks moved exactly as the pattern predicted. Whether the Fed, oil above $113,…
OpenAI reportedly buying Google's custom AI chips would quietly shift leverage in one of the most lucrative vendor relationships in tech, and the fallout for NVIDIA's pricing power and Alphabet's chip ambitions…
For anyone holding Tesla (NASDAQ:TSLA | TSLA Price Prediction), the key question is what happens if Elon Musk’s two largest companies become one. The stock closed up 4% at $407 on Tuesday.…
Alphabet just posted its fastest cloud growth in years, yet its stock trades at a fraction of what rivals command. Whether that gap is a rare opportunity or a warning sign depends…
AI valuations are on the march. Meta (NASDAQ: META | META Price Prediction) has already shot itself in the foot by saying it would need significant funding to be among the AI…
Alphabet just posted its biggest Cloud growth quarter yet while the stock sits more than 20% below its highs, but the bear case risks are real enough to give even bulls pause.…
A single share of stock with no economic value will hand Anthropic's seven co-founders permanent majority voting control the moment the company goes public, and the mechanism buried in its S-1 is…
Alphabet shares sit roughly 21% below their 52-week high even as Google Cloud posts explosive growth and its backlog swells to half a trillion dollars. Whether that gap represents a rare buying…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction, NASDAQ:GOOG) reports third-quarter results after the close on Wednesday, October 28. Google Cloud’s backlog stands at $514 billion, and 2026 CapEx guidance runs $195 billion to…
A UBS portfolio manager sees three technology waves pushing stocks far beyond Wall Street's consensus, but his bullish case runs straight through two more Fed rate hikes that most investors are not…
Every quarter, IBM (NYSE: IBM) | IBM Price Prediction CEO Arvind Krishna says IBM is doing great. Every quarter, investors are reminded that what was the greatest American tech company for decades…
Alphabet's cloud business just posted growth that would make most tech companies blush, yet the stock sits well below its recent highs. Whether that gap represents a value opportunity or a warning…
Berkshire Hathaway just clawed back to a record high, but the force driving it there has little to do with Warren Buffett's legacy and everything to do with a rotation that could…
For the first time since going public, Meta's AI spending outpaced every dollar it generated from operations, and the company still has no number for what comes next year.
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 GOOG is $516.10, rated Buy. The Wall Street consensus target is $422.36. GOOG price prediction →
