AI Software & Hyperscale · Gemini + TPU + DeepMind + Waymo. The full vertical.
Alphabet is the only public company that designs its own AI silicon (TPUs), trains its own frontier models (Gemini), runs the leading AI research lab (DeepMind), and operates the most ambitious autonomy bet (Waymo). The integration is the moat; cannibalization of search is the risk.
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Market cap $2.48T
GOOGL · price history
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Sentiment · 24h
5 articles classified across the last 24 hours.
Funds holding $GOOGL
Recent news on $GOOGL
Yahoo · 1h ago
neutralThere's no doubt that Google Cloud will drive Alphabet's future.
Yahoo · 5h ago
neutralThe trades put some of Ark's better-known holdings on the sell side, including AMD, Alphabet, and SpaceX, while its genomics-focused ARK Genomic Revolution ETF continued to add to biotech companies.
seekingalpha.com · 13h ago
neutralThe S&P 500 trades at 18.8X forward and 26.15X trailing earnings, both well above historical norms and likely understated. Read the full analysis here.
insidermonkey.com · 14h ago
bullishMicrosoft Corporation (NASDAQ:MSFT) and Alphabet Inc. (NASDAQ:GOOGL) compete for enterprise computing budgets, but buying their shares also means financing the servers behind those services.
insidermonkey.com · 19h ago
bullishVision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
GOOGL · price · 3M