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
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.
GOOGLheating up fast
Alpha Tau Medical is swallowing the board with 267 comments, more than every other name on today's list combined, while Alphabet chatter is heating up fast. Nvidia is the lone bearish name, and it is barely getting mentioned.
Source: RedditNike drew the most comments of anyone today and the mood there is bearish after its job cuts and weak sales outlook, while Alphabet's 566 comments show traders split on its EU fine. Retail is leaning bullish on the broad market and turning cold on Microsoft.
Source: RedditWhen a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
Broadcom's revenue exploded while its stock sat nearly flat for a year, and that gap keeps widening every quarter. Before dismissing this as a broken trade, consider what the market may be…
Truist just slapped a $1,000 price target on Meta, but our proprietary model pushes the bull case even further while flagging a bear scenario that could leave the stock with almost no…
Apple just crossed a threshold no company has reached before, but the real debate is whether its loftiest valuation yet rests on a foundation strong enough to hold as margins compress and…
Marvell just secured a deal its CEO called a monster number, analysts have zero sell ratings on the stock, and the biggest growth catalyst has barely shown up in the financials yet.
Meta shipped an agentic AI model to 3.6 billion daily users before most labs even found their audience, and that gap in distribution could reshape which AI investments actually compound over the…
Amazon is reportedly closing in on a $7 billion deal for a startup with barely 100 employees and no disclosed revenue, and the real prize has nothing to do with the flashy…
Alphabet and Amazon are each pouring roughly 200 billion dollars into AI data centers, but their capex strategies look nothing alike, and one company is already translating that spending into growth at…
Alphabet's cloud growth rate gets all the attention, but one number buried in the earnings report is why I keep adding shares every quarter and plan to keep doing it.
Azure is accelerating, the commercial backlog just hit a staggering new record, and Wall Street is nearly unanimous on the stock. So why does free cash flow keep shrinking, and what does…
Broadcom competes with Nvidia without selling a single GPU to the general market, and that unusual strategy has locked in hyperscaler contracts stretching years into the future. Whether the stock has already…
Wall Street's consensus target sits below where Apple trades right now, yet nine straight quarters of earnings beats tell a completely different story. Something has to give, and the next catalyst may…
AI-related companies now control a share of the S&P 500 that rivals the most dangerous concentration episode in American financial history, and the last time anything came close, investors lost fortunes even…
Wall Street's analyst community has reached something close to a verdict on Amazon, and the bears are nowhere to be found. But the real question is whether AWS's $496 billion backlog and…
Marvell has already surged more than 200% this year, yet bulls are pushing price targets well past current levels as a major Investor Day announcement and a fresh analyst upgrade suggest the…
Alphabet Inc. is the parent company of Google and several other businesses.
24/7 Wall St.'s 12-month price target for GOOGL is $578.56, rated Buy. The Wall Street consensus target is $430.40. GOOGL price prediction →
