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GOOG News30 articles
Alphabet's Voting Shares Command 1.1% Premium Amid Search Rally
Alphabet's voting shares (GOOGL) now trade 1.15% above non-voting GOOG after a search-driven rally. Evercore's $450 target suggests 26% upside.
Alphabet's Gemini 3.8 Launch Raises Cloud Revenue Stakes
Alphabet's Gemini 3.8 Live launch tests whether enterprise AI can drive cloud revenue. Google Cloud grew 82% in Q2, with analyst targets well above current price.
AI Giants Seek Small Data Centers for Fast Deployment
OpenAI and Anthropic are reportedly seeking smaller 20-30 MW data center deals to accelerate deployment, complementing their massive gigawatt-scale commitments.
Alphabet's AI Server Payback: Under Two Years, But Capex Concerns Loom
Google Cloud claims AI servers pay back in under two years, but Alphabet's massive capex and negative free cash flow leave investors cautious.
Alphabet's Massive Investment Gain Skews Valuation vs Meta
Alphabet's Q2 earnings include a $99B investment gain, skewing P/E comparisons with Meta. Operating metrics show a clearer picture of both tech giants' AI strategies.
Anthropic Researcher's Exit Raises AI Safety Governance Questions
Jacob Coxon's resignation from Anthropic over AI safety concerns puts the company's governance under the microscope, with implications for Amazon and Alphabet investors.
YouTube's New PIN Lock for TVs: A Quiet Privacy Upgrade with Revenue Implications
YouTube is introducing a four-digit PIN lock on smart TVs and streaming devices to protect user profiles. This move could improve data quality for Alphabet's ad business.
Alphabet's €13B Finland Bet Tests AI Spending vs Cash Flow
Alphabet's €13B Finland data center investment raises questions about AI spending versus cash flow, as Cloud growth surges but free cash flow turns negative.
Alphabet Stock Flat Near $338 as Gemini 3.8 Launch Meets Massive Capex
Alphabet shares stayed flat near $338 as Gemini 3.8 Flash launched at a low introductory price, but Q2 capex of $44.9B outpaced operating cash flow, testing the AI investment thesis.
Berkshire's Alphabet Stake Slips $375M Despite Discount
Berkshire's $10B Alphabet block is down $375M, as shares fell below the discounted purchase price. The mark-to-market loss tests Greg Abel's capital allocation.
Alphabet Shares Rise as Google Avoids AdX Divestiture
Alphabet shares rose after a judge rejected a forced sale of Google's AdX, but the full remedy remains sealed. Investors await details.
Alphabet Stock Lags S&P 500 as AI Talent Flight Costs Billions
Alphabet shares trail the S&P 500 by nine points as a $44.9 billion AI talent issue looms. Cloud revenue surges 82%, but executive departures spark concerns.
Waymo's Munich Push Pressures Alphabet as Losses Widen
Alphabet shares slipped 1.2% as Waymo's Munich expansion plans collide with a 44.4% jump in Other Bets operating losses.
Meta Shares Slip as $10B Legal Charge Weighs on Settlement Deal
Meta's shares pared gains after a $10 billion legal charge from a teen-safety settlement hit, raising concerns about costs and platform changes.
Amazon Hits $3 Trillion Market Cap as AWS Drives Record Profits
Amazon's market value crossed $3 trillion as AWS delivered 60% of operating profit. Q2 sales exceeded $200B, with AWS revenue up 37%.
Berkshire's $24B Pivot: Buybacks and Alphabet Bet Signal Abel's Bold Capital Shift
Berkshire Hathaway turned net buyer in Q2 with $24B in capital moves, including $4.53B buybacks and a $10B Alphabet stake, as FX gains lifted operating profit.
Alphabet's AI Reorg Wipes Out $175B in Market Value
Alphabet's stock plunged nearly 4% after a sweeping AI leadership reshuffle, wiping out roughly $175 billion in market value. Demis Hassabis becomes chief scientist, while Koray Kavukcuoglu takes over DeepMind.
Alphabet Stock Climbs 3.4% as $98B Investment Gain Skews P/E
Alphabet shares gained 3.4% as a $98B investment windfall lifted earnings, but heavy capex and legal risks cloud the outlook.
Reddit Shares Plunge 21% as U.S. User Growth Stalls, International ARPU Lags
Reddit shares dropped 21% after Q2 results showed a U.S. user decline and a widening gap in ad revenue per user between domestic and international markets.
Reddit Shares Slide on Google Traffic Concerns, Logged-Out User Data in Focus
Reddit shares declined 7.1% over five sessions, closing at $168.73, as a drop in Google traffic raised investor concerns about logged-out user metrics ahead of Q2 earnings.
Alphabet's Cloud Revenue Nears Search Growth
Ahead of its Q2 earnings, Alphabet's cloud growth is nearly matching Search in dollar terms, raising the stakes for AI investment returns.
Buffett's $139B Share Transfer Plan Puts Focus on Abel's Role
Warren Buffett's plan to transfer $139 billion in Berkshire shares by 2034 raises questions about Greg Abel's leadership and governance at Berkshire Hathaway.
Buffett's 8-Year Share Disposal Plan to Reshape Berkshire's Control
Warren Buffett's eight-year plan to sell his Berkshire Hathaway shares will hasten the transfer of control. The conversion of Class A to Class B shares reduces voting power by 85%.
Alphabet Faces New Hurdle in India Over Keyword Ads
Alphabet has appealed an Indian court ruling on keyword ads, warning it could reshape digital ad competition. Stock closed at $361.92, down 1.39%.
Alphabet's Cloud Backlog Surges Past $460 Billion, Capex Under Scrutiny
Alphabet's cloud backlog has surged past $460 billion, far exceeding its annualized cloud run-rate. The company's 2026 capex guide of $185 billion midpoint has investors closely watching capital spending conversion.
Uber Gains $8 Billion in Market Cap After Robotaxi Unit Launch
Uber gained $8 billion in market cap after unveiling its robotaxi unit, with shares rising 5% before slipping 0.7% to $75.69.
Dow Rises on Oil Drop; Tech Weakness Weighs on Nasdaq
The Dow Jones rose 0.36% as falling oil prices lifted airline stocks, while the Nasdaq fell 0.43% on continued tech weakness. Markets await Micron earnings and PCE data.
Microsoft Gains Premarket on Chevron Power Deal, AI Spending Concerns Linger
Microsoft shares gained 1.1% in premarket trading after announcing a 20-year Chevron power deal for a Texas AI data center, but broader tech selloff and AI spending concerns persist.
Broadcom's Google AI Deal Gains JPMorgan Backing Amid Stock Dip
Broadcom shares slid to $396.72 as JPMorgan defended its Google AI chip contract, but concerns over customer concentration and a broader AI stock reset persist.
Alphabet Stock Tumbles 5.6% on $85B Share Sale and AI Talent Exodus
Alphabet shares dropped 5.6% on a $40B at-the-market stock sale, leadership exits to OpenAI and Anthropic, and soaring AI infrastructure costs, overshadowing strong Q1 revenue and Google Cloud growth.