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
Owning "Big Tech" as one block no longer works if only two of the group are still trending higher, with Alphabet breaking down as AI search competition pressure mounts.
Mega-cap price action has been all over the place lately. Apple $AAPL and Microsoft $MSFT are the only two in uptrends, while Alphabet $GOOG has fallen off a cliff. https://t.co/agUmgxxCiL
A single site wired for up to 80,000 Rubin GPUs says Google is buying Nvidia's next generation at scale, even while building its own TPUs.
RT @Beth_Kindig: Google Cloud $GOOG is launching new Rubin-powered A5X instances, scaling to up to 80,000 $NVDA Rubin GPUs in a single site…
Selling TPUs to outside buyers turns Alphabet from a cloud vendor into a merchant chip supplier, a 2028 revenue line most models still ignore.
RT @Beth_Kindig: Google’s $GOOG merchant TPU sales are expected to follow a rapid growth trajectory through 2028, though analysts remain sp…
GOOG is never a bad buy. I’ve never bought Reddit and likely never will
233 comments and the crowd splits cleanly: Alphabet gets the benefit of the doubt, Reddit gets blamed for the same AI search shift that just cut its traffic. The thread is a live test of whether a 25% post-earnings drop is a discount or a broken business model.
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: RedditServiceNow closed down 26.53%, the deepest drop across 382 priority names and more than a quarter of its value gone in one session.
An 11.5% drop on slowing search and rising AI capex sets the tone for every big tech earnings report still to come this season.
BREAKING: Alphabet, $GOOG, plunges -11.5% after disappointing Q3 earnings reveal slowing search growth and surging AI spending. https://t.co/LnxSovaCvE
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.
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Alphabet's last decade minted fortunes for patient investors, but a bruising earnings selloff just reset the clock. Whether the next six years repeat that wealth-building run depends on three growth engines that…
Vandita Jadeja Alphabet shares just dropped double digits after earnings, but Google Cloud's backlog and AI usage tell a very different story about where this company is headed over the next five years.
Vandita Jadeja Alphabet just shed half a trillion dollars in market value after a single earnings report, but the numbers driving that collapse tell a more complicated story than Wall Street's reaction suggests.
Google is pouring hundreds of billions into AI infrastructure while its stock barely budges, and a growing chorus of analysts thinks the market is badly mispricing what comes next. The gap between…
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France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is…
The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough…
Alphabet shares have dropped nearly 8% in a week just as its cloud business is accelerating at a historic pace, and that gap between price and momentum raises a question worth examining…
Andy Jassy just put a public deadline on a plan that could pull customers away from NVIDIA, but the terms Amazon left unspoken may matter more than the ones it announced.
Microsoft holds more cash than most countries, yet it just lined up to borrow from bond markets for the first time in nearly a decade. The reason reveals something uncomfortable about what…
Have a look at Alphabet’s (NASDAQ: GOOG | GOOG Price Prediction) results. Maybe adding AI wasn’t such a good idea. When Google launched AI in its search function, its engineers wrote, “We’re…
Douglas A. McIntyre Google Cloud's profit roughly tripled and revenue hit record highs, yet Alphabet shareholders watched hundreds of billions in paper value vanish after hours. One number buried in the earnings report explains why…
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 $387.85, rated Buy. The Wall Street consensus target is $407.00. GOOG price prediction →
