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.
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.
SpaceX's AI division just overtook Starlink in revenue, but the profits tell a very different story about which business actually keeps the lights on.
Anthropic's confidential IPO filing reveals cloud commitments so large they could reshape the risk profiles of Amazon, Alphabet, and Microsoft simultaneously, and all three companies are both financing Anthropic and competing against…
A personal check Eric Schmidt wrote in 2021 may have quietly become one of the most valuable private stakes in artificial intelligence, and the number attached to it grows larger every time…
NVIDIA collects a check whether hyperscalers borrow, issue stock, or drain their cash reserves, but Meta faces a funding squeeze that could reshape what shareholders actually own. The size of one expected…
Alphabet just posted a blowout quarter and the stock fell anyway, leaving it trading nearly 15% below its 52-week high while one key growth engine accelerates at a rate that has Wall…
Google Cloud's revenue growth keeps accelerating at a scale that has rivals scrambling, and one forward-looking metric buried in Alphabet's latest earnings report suggests the stock has barely started its move.
The press and savvy investors have combed through Anthropic’s IPO documents. On Sunday, they found something called the Anthropic Long-Term Benefit Trust. It holds only 5% of Anthropic shares. Among other things,…
A federal appeals court just stripped away the legal structure that made a massive self-driving lawsuit dangerous for Tesla, but the stock fell anyway, and the real threat to its trillion-dollar valuation…
Alphabet just posted 24% revenue growth and an 82% surge in Cloud, but the real question is what that momentum does to a simple $1,000 stake by the end of the decade,…
Vandita Jadeja Anthropic's November IPO is reshaping what Amazon and Alphabet investors expect to see on their balance sheets, and the gap between what investors hoped for and what they now discuss hints at…
Alphabet Inc. is the parent company of Google and several other businesses.
24/7 Wall St.'s 12-month price target for GOOG is $428.48, rated Buy. The Wall Street consensus target is $422.15. GOOG price prediction →
