Alphabet Inc (GOOG)
Alphabet Shares Fall After Report on Further AI Talent Departures
The drop deepens a selloff prompted by the departure of AI architects last week.
Alphabet's Dip Looks Increasingly Hard To Ignore
Alphabet has underperformed the S&P 500 recently, declining ~9% over the past month. Despite market concerns about FCF erosion from rising CAPEX, I view the sell-off as fear-driven rather than fundamentally justified. GOOG's ongoing transformation into a sovereign AI infrastructure provider presents significant, yet unrealized, top- and bottom-line catalysts.
Alphabet: Still A Top-Tier AI Compounder
Alphabet is a strong buy, as the market still underestimates its multi-layered AI monetization potential despite a premium valuation. GOOGL's AI-driven Search, Cloud, and TPU monetization are accelerating operating income growth even amid a historic capex cycle. Google Cloud's $462B backlog and 63% YoY revenue growth provide hard evidence of robust AI infrastructure demand and operating leverage.
Why is Google suddenly losing AI talent? The lure of pre-IPO equity is strong.
Several talented AI researchers have recently left Google. Anthropic and OpenAI are a big lure for AI talent.
Klarna-Google Antitrust Verdict Set for July 1
Klarna notified its investors Wednesday (June 24) that a Swedish court has delayed for a third time its judgment in an antitrust case brought by Klarna subsidiary PriceRunner against Google.
AI researchers continue to leave Google for its rivals
Top AI researchers Jonas Adler and Alexander Pritzel are leaving Google for Anthropic, according to Bloomberg. Per the report, Adler and Pritzel played key roles in the development of Google's Gemini model.
Alphabet Joins The Dow As AI Infrastructure Royalty (Rating Upgrade)
Alphabet Inc. is consolidating its position as an AI infrastructure powerhouse, leveraging both internal and external demand for its services. GOOGL's Q1 results showed 22% total revenue growth, 63% Google Cloud revenue growth, and significant margin expansion, but valuation remains elevated. Despite a recent 10% drawdown, GOOGL trades at substantial premiums to sector and historical multiples, reflecting high expectations for AI and cloud dominance.
Google delays Gemini 3.5 Pro launch to July as it tweaks its new frontier AI model
The release date for Google's new Gemini 3.5 Pro model has been pushed back to July. The company has been improving the model based on feedback from early testers and its Flash model.
Alphabet replacing Verizon in Dow Jones Industrial Average index
Alphabet Inc (NASDAQ:GOOG) will join the Dow Jones Industrial Average, replacing Verizon Communications Inc (NYSE:VZ, XETRA:BAC), in a reshuffle that further increases the index's exposure to large-cap technology companies. S&P Dow Jones Indices said the change will take effect prior to the opening of trading on June 29, 2026.
Alphabet stock gains after Dow Jones inclusion announcement
Alphabet shares GOOG rose 1.8% on Wednesday after S&P Dow Jones Indices announced that the Google parent will replace Verizon Communications in the Dow Jones Industrial Average (DJIA) ahead of the opening of trading on June 29. The move will also result in changes to the S&P 500, with Honeywell Aerospace set to replace Conagra Brands on the same date.
Google's YouTube settles with plaintiff ahead of second California trial over social media harm to children, attorneys say
Google's YouTube has settled with a minor who claimed the platform caused mental health harms, ahead of the second California state-court trial over allegations the design of social media sites has fueled a mental health crisis among children, the plaintiff's attorneys said on Tuesday.
Why Wall Street's Summer Slump Will Be Short-Lived
Markets are currently digesting massive first half gains. That said, several market indicators suggest that the volatility and selling will be temporary.
