Headquartered in Mountain View, CA Fiscal year ends December NASDAQ: GOOGL 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
NVDAsouring fast
Moderna is pulling more chatter than the rest of the board combined, and the mood there is bearish even as its pipeline headlines pile up. Nvidia is souring fast, while traders stay split on Meta and Alphabet and keep leaning bullish on the broad index.
Source: RedditA 960,000-GPU target puts a hard number on Vera Rubin demand before the chip generation even ships broadly, with A5X instances generally available next month and Europe next in line.
GOOGLE CLOUD & NVIDIA PLAN TO SCALE VERA RUBIN INFRASTRUCTURE TO UP TO 960,000 GPUS Google Cloud announced that its new A5X instances, powered by NVIDIA Vera Rubin NVL72 systems, will become generally available next month, with plans to expand availability to Europe. The new https://t.co/iXI9T62epX
Retail boards are leaning bearish on the index itself and on Nvidia even as megacap tech dominates the conversation, with Alphabet pulling 1,416 comments. Meta chatter is heating up while Micron talk sours fast.
Source: RedditQuick, everybody post your heaviest bags.
707 comments on a single-stock, 10-year hypothetical, and the top-voted reply is a reminder that these threads surface people's biggest existing positions rather than their best ideas. Google dominates the actual picks, with Berkshire as the sleep-at-night alternative.
Retail traders have swung away from the AI trade today: Bumble and Reddit itself are drawing the bullish crowd while Nvidia chatter is souring. Reddit is heating up fast with 366 comments, the busiest thread count on the board.
Source: RedditTrading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
Retail traders are piling into Microsoft with 1,367 comments, yet the mood there is bearish, with bullish sentiment going to Alphabet and the broad S&P 500 fund. Nvidia is the notable absence, souring fast after months as the crowd favorite.
Source: RedditNice larp. These are cute but enterprises don't pay for the software, they pay for support. It's like everything running on RHEL. It doesn't do anything special, it just has a strong organization behind it that we know will exist in 10 years. Same with Office and Adobe products. For games. Sure little indie single players. But let's see some GitHub monkey maintain the servers for their fortnite clone.
If AI reverse-engineering commoditizes app software, value shifts to whoever owns distribution and cloud runtime, the bull case this thread is stress-testing before Alphabet's November 4 earnings. The top reply, upvoted more than the post itself, says the moat was never the code.
GOOGLsouring fast
Retail traders are split on the broad market even as it draws 278 comments, the most of any name today, while Tesla, McDonald's, MicroStrategy and SPCX all pull bullish chatter. Sentiment on Google is souring fast.
Source: RedditCramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
A year of steady gains has put Apple (NASDAQ:AAPL | AAPL Price Prediction) in step with the entire technology sector and well ahead of its biggest mega-cap rivals. That turns the choice…
Broadcom and Marvell both crushed AI estimates and raised guidance, but they are winning in very different ways, and only one of those strategies scales fast enough to matter when hyperscaler spending…
Arm just handed hyperscalers a shortcut around the custom chip work that made Marvell a challenger to Broadcom, and one of these companies is pricing its silicon far too low to ignore.
Most AI companies rent their way past the chip, power, and data bottlenecks that define the race. One company owns all three, and a 7% price drop just made it cheaper to…
Apple just hit a record close while Nvidia shed billions in a brutal sector selloff, and the gap between the two most valuable companies on earth has shrunk to a fraction of…
Azure just crossed a milestone that has analysts quietly raising their ceiling for Microsoft, but the real story is buried in a contract number that almost nobody is talking about.
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…
Verizon (NYSE:VZ | VZ Price Prediction) reports third-quarter results on October 26, days after SpaceX (NASDAQ:SPCX) announced a roughly $8 billion deal for nationwide 800 MHz spectrum. I think the deal makes…
Broadcom's AI revenue is exploding and Wall Street analysts are nearly unanimous in their bullish stance, yet the stock sits in the red for the year while the S&P 500 surges. Something…
Azure demand is outpacing supply, the commercial backlog just hit a staggering new level, and Wall Street has almost no sellers on record. Whether that setup translates into a real breakout depends…
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.
Heavier artificial intelligence (AI) spending plans are overshadowing a strong quarter at Meta Platforms (NASDAQ:META | META Price Prediction), where revenue and guidance both topped expectations. Meta Platforms stock is at $677.20,…
Most investors run from Alphabet the moment they see its chip spending and rate exposure. Those are precisely the two reasons it keeps landing at the top of my watchlist.
Alphabet keeps beating earnings estimates while its stock keeps getting punished, and that gap between Wall Street's verdict and the underlying numbers is exactly where this investment thesis lives.
Alphabet Inc. is the parent company of Google and several other businesses.
24/7 Wall St.'s 12-month price target for GOOGL is $544.85, rated Buy. The Wall Street consensus target is $430.33. GOOGL price prediction →
