Headquartered in Mountain View, CA Fiscal year ends December NASDAQ: GOOGL 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
Retail traders are piling into the AI trade again, staying bullish on AMD, Super Micro and Microsoft, while Alphabet draws the biggest argument of the day at 346 comments. Trump Media is souring fast after the midterms, and Meta chatter is heating up.
Source: RedditAMD's earnings have retail traders arguing both sides across 603 comments, the loudest board on Reddit today. Meanwhile the mood is souring fast on Meta and heating up fast on Nvidia, a sign the AI trade is rotating.
Source: RedditA small-cap miner turned AI landlord now borrows on Google's credit, which changes the cost of funding a $19 billion, 20-year Anthropic lease.
TeraWulf $WULF has secured credit support from $GOOGL for debt financing tied to its previously announced $19B, 20-year Anthropic lease at the Justified Data Campus in Kentucky. Google's backing strengthens the project's financing profile and could help TeraWulf secure more https://t.co/f5JsaSgknY
The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.
Intel tops the board on the fewest comments of the group, with 3,184 upvotes piled onto a bearish take. Big Tech names stay split ahead of earnings, Reddit's own stock is heating up, and Caterpillar chatter is souring.
Source: RedditAlphabet is funding its AI buildout with other people's money, borrowing 6 billion euros in Europe rather than leaning on cash flow. Big Tech's shift from self-funded capex to debt markets is the story to track.
$GOOGL TO RAISE €6 BILLION FROM EURO 🇪🇺 BOND SALE
Four straight years of shrinking ad impressions means Alphabet's search revenue growth now rests entirely on price per ad.
Google's total ad impressions dropped 14% compared to last year. Ad impressions have now been declining for nearly 4 years. $GOOGL https://t.co/jQJWL7kSUd
Four of the market's largest cash machines now spend $201.9 billion a quarter on AI buildout, so the free cash flow that funded buybacks and dividends is the line to watch next earnings season.
AI is burning Big Tech's free cash flow: The combined CapEx of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, and Microsoft, $MSFT, rose +$36.9 billion in Q3 2026, to a record $201.9 billion. This figure has more than doubled over the last 12 months and is up +356% since Q1 https://t.co/1bDyyin35Y
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: RedditDoes Google even need to advertise to Indians workers? Are they not gonna apply either way?
Retail is turning Alphabet's selloff into a headcount argument, with 361 comments treating viral office-perk reels as proof that cost cuts are the next catalyst. Whether or not the videos mean anything, the layoff-equals-margin reflex is how this crowd is now trading big tech.
Cathie Wood’s ARK Invest reduced its stake in Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) on Wednesday, Nov. 4. According to CoinCentral’s report of ARK’s daily trades, the firm sold 46,164 shares worth…
Alphabet stock sank 16% in a month, and one investor keeps buying every dip. Two scenarios, one of them involving a $175 billion spending binge, explain why he thinks the downside is…
Nate Soares hasn't added a dollar to his 401(k) in a decade, convinced humanity may not last that long. Even if he's wrong, the math on skipping retirement savings gets uncomfortable fast,…
Meta is pouring well over $100B into AI, absorbing a massive legal charge, and watching its stock slide. One overlooked commitment from management gives this investor the nerve to keep buying while…
For years, Anthropic bet that fair use covered its training needs while rivals wrote checks. Then Election Night changed the pitch. Is this a one-off for an IPO-bound AI lab, or the…
AWS just posted its fastest growth in nearly five years, yet Amazon shares tanked after earnings. The gap between what the cloud numbers are saying and how the market reacted reveals a…
Marvell's stock has collapsed nearly 30% in a month while its own guidance keeps climbing, and the gap between those two lines is exactly where our model's price target lives.
A record order book should have given Meta the upper hand in its first euro bond sale. Yet buyers still priced it differently from its closest rival, and the reasons point to…
Berkshire's June quarter showed one big active move while Apple and the old-guard core sat still. As Greg Abel's first year closes, the next 13F will reveal whether that single bet was…
OpenAI just claimed ChatGPT is closing in on Google Search, but independent analysts, Alphabet's own earnings, and a missing baseline in the comparison all tell a messier story about who is actually…
Omor Ibne Ehsan Google just gave K-12 schools a choice that may not feel like one: accept AI bundled into Search or lose Search entirely. With a monopoly ruling already on appeal and senators demanding…
Omor Ibne Ehsan The Magnificent Seven split in two on Wednesday morning, the day after Democrats won control of Congress. As of about 11:15 AM ET on Nov. 4, five of the seven megacap tech…
Azure is accelerating, Copilot adoption is surging, and a $677 billion commercial backlog sits on the books, yet a massive capex bill threatens to swallow the gains before investors ever see them.
Good news from Google wasn’t enough to keep TeraWulf (NASDAQ:WULF) out of a broad selloff in AI data center stocks. TeraWulf stock is at $12.04 in afternoon trading, down 4%. The decline…
Alphabet's stock keeps falling while its cloud revenue triples and its search business records its fastest query growth in five years. Something in that gap deserves a closer look before the market…
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 GOOGL is $457.65, rated Buy. The Wall Street consensus target is $400.37. GOOGL price prediction →
