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$354.79

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$2.97 (0.83%)

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INTERNET CONTENT & INFORMATION

Alphabet Inc., headquartered in Mountain View, California, is a global technology leader best known for operating Google, a powerhouse in online search, advertising, and various digital services. Its offerings include popular platforms and products like Android, Chrome, Gmail, Google Drive, Google Maps, Google Photos, Google Play, and YouTube. Beyond its core Google Services, Alphabet ventures into cloud computing with Google Cloud, providing cutting-edge infrastructure and analytics solutions. Additionally, it explores innovative territories through its Other Bets segment, which delves into healthcare and internet services, showcasing the company's commitment to diversifying its technological and digital footprint across industries.

Latest Activity

ABNBAirbnb
Thesis check
weakening$174.43 +15.0% today
The 2026 bear case on stretched valuations and a fading consumer breaks this rally
Bull case
  • Airbnb up 15.9% on the session, a direct hit to the fading-consumer leg of the bear case
  • Nasdaq up 5.0% for the week, Wall Street's best run in months
  • hopes of a Strait of Hormuz deal easing one of the market's biggest geopolitical overhangs
Bear case
  • Bank of America's Bull & Bear indicator at 9.7, its most stretched reading since 2021
  • gains concentrated in the AI supply chain rather than broad participation
  • The Trade Desk down 20.7% today, proof that guidance disappointments still get punished hard

Airbnb's move is what tips the verdict, because it is the consumer-rollover leg of the bear case that is giving way. Sentiment sitting at 2021 extremes leaves the call qualified, and another guidance blowup on the scale of The Trade Desk would flip the verdict back.

Biggest movers · At the close
  • AMZNAmazon$271.41+15.3%
  • GOOGGoogle$356.02+6.7%
  • COHRCoherent$265.69+6.7%
  • GOOGLGoogle$355.78+6.6%
  • AAOIApplied Optoelectronics$96.02+6.6%
  • NVONovo Nordisk$46.8-9.3%
  • LCIDLucid$7.37-9.3%
  • AAPLApple$305.42-8.4%
  • RIVNRivian$15.51-7.9%
  • APPAppLovin$388.85-3.7%

Amazon exploded 15% at the close as big tech earnings season hits its inflection point, but Apple tumbled 8% signaling investor caution on how the mega-cap rally will sustain.

Cramer is pinpointing $355 as the make-or-break threshold for Alphabet, tied to a prior secondary offering's price point.

Watch Alphabet, it is about to take out the $355 level where the secondary took place. A critical level as i will talk about in my Sunday Club Thinkpiece
  • Replies60
  • Reposts7
  • Likes153

Cramer implies Alphabet missed the opportunity to capitalize on Amazon's cloud strength and needs to overhaul its earnings presentation strategy.

Yes Google should be up more off of Amazon, which told you about the line of sight. Google has to rethink how it does its call as it truly was suboptimal
  • Replies47
  • Reposts5
  • Likes133
Biggest movers · At the close
  • CIFRCipher Mining$25.88+5.8%
  • MARAMarathon Digital$12.98+4.6%
  • HIMSHims & Hers$33.01+4.2%
  • BRKRBruker$61.7+3.3%
  • SMCISuper Micro Computer$31.15+1.9%
  • TSLATesla$320.72-14.3%
  • OPENOpendoor Technologies$3.87-11.8%
  • DOCNDigitalOcean$131.72-7.7%
  • GOOGLGoogle$318.02-7.0%
  • FUTUFutu Holdings$98.72-7.0%

Tesla cratered 14% and Google dropped 7% as a tech rout crushed mega-cap valuations, while crypto miners pivoted sharply higher on haven flows into digital assets.

Cramer argues that Google's cloud dominance remains a fundamental cash generator despite recent sentiment headwinds.

I know a lot of people are fed up with Google but they are making money, a huge amount if money on the cloud....
  • Replies0
  • Reposts0
  • Likes0
GOOGAlphabet Inc.
Q2 2026
EPS
$9.11
est $3.04+199.4%
Revenue
$119.80B
est $116.91B+2.5%

Alphabet crushed earnings with a $9.11 EPS beat that's heavily inflated by a $99 billion gain on equity securities, while the real story is Google Cloud's 82% growth and a punishing $45 billion quarterly capex bill that turned free cash flow negative. The company raised $70 billion to fuel its AI buildout, but that infrastructure spending spree is now outpacing operating cash flow, raising questions about the sustainability of this investment thesis.

Quarterly EPS — reported vs estimate
GOOGLAlphabet Inc.
Reports Wed Jul 22After close4:00 PM ETConfirmed

Alphabet reports Q2 earnings after market close with all eyes on whether massive AI capex is finally translating to cloud revenue growth that justifies the spending.

    • GOOGLAlphabet Inc. - Class A Common Stock (GOOGL)Partial sell$1K – $15K
    • GOOGLState Street Bank & Trust Co. Alphabet Inc. - Class A Common Stock (GOOGL)Partial sell$15K – $50K
    • ADIKean Family Partnership Analog Devices, Inc. - Common Stock (ADI)Partial sell$1K – $15K
    • CHKPKean Family Partnership Check Point Software Technologies Ltd. - Ordinary SharesSell$1K – $15K
    • EQTKean Family Partnership EQT Corporation Common Stock (EQT)Buy$1K – $15K
    • ESABKean Family Partnership ESAB Corporation Common Stock (ESAB)Buy$1K – $15K
    • ESABESAB Corporation Common Stock (ESAB)Buy$1K – $15K
    • GILKean Family Partnership Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (Sell$1K – $15K
    + 10 more trades in this filing
    Disclosed 44 days after the earliest trade

    House member Thomas H. Kean Jr. sold shares of Alphabet, Microsoft, and Johnson & Johnson while buying into energy and industrials across 18 trades disclosed 44 days late in mid-July, signaling portfolio rotation amid broader sector shifts.

    Cramer makes the bull case for Big Tech's AI bets: the strategic flexibility these giants own justifies heavy debt loads if their AI investments pay off.

    Proud we told club members the change in META model was worth 100 points. It is why it is so hard to leave a Microsoft or an Amazon of a Google. The optionality is insane for these companies even as they take on too much debt. If AI works for them the debt gets paid back very
    • Replies38
    • Reposts2
    • Likes71

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