Alphabet Inc (GOOG)
Marvell Won Alphabet's Deal; Everything Changes (Upgrade)
Today, Marvell Technology, Inc. secures a broad custom silicon partnership with Alphabet/Google, including AI accelerators and networking controllers, plus a revenue-based share warrant structure. I upgrade MRVL stock to Strong Bullish, citing its successful pivot to high-growth optical networking and custom silicon, reinforced by transformative acquisitions and expanding hyperscaler relationships. MRVL's FY27 and FY28 revenue projections have been raised to $11.5B (41% growth) and $19-20B (68% growth), with Google now positioned as a major third customer.
Marvell pops 6% on AI chip deal that lets Google buy up to $12.2 billion in shares
Marvell Technology stock popped on a deal for Google to buy up to $12.2 billion in shares. The deal is part of Google and Marvell's partnership on custom chips and includes products that "attach to the TPU ecosystem.
Alphabet Could Own 7% of Marvell — But Here's What Google Has to Do to Get It
AI infrastructure spending is moving into a new phase.
Marvell Stock Soars as Chip Company Issues Warrant to Google to Buy Stake of $12.2 Billion
Marvell stock jumps after the chip maker announces it issued a warrant to Google to purchase up to 59 million shares.
Traders bet Google's delayed Gemini flagship will slip into autumn
Prediction market traders now see little chance that Google releases its next flagship Gemini Pro artificial intelligence model before September, underlining a delay that has dragged on for most of the year. On Polymarket, the largest betting exchange for real-world events, contracts give just a 2% chance of a release by 21 August and 10% by the end of the month, with the latter down 35 points.
Alphabet eyes record A$5 billion Australian bond debut as AI spending surges
Alphabet Inc (NASDAQ:GOOG) is preparing to raise as much as A$5 billion through its first Australian-dollar bond sale, potentially setting a record for the country's corporate debt market. The Google parent is considering 3-year, 5-year, 10-year and 20-year tranches.
The unusual way Google is involved in the Spirit Airlines bankruptcy—and what that means for you
Spirit Airlines's abrupt shutdown in May was unprecedented for the airline industry. Bankruptcy may be nothing new, but Spirit completely dissolving, rather than being absorbed by another airline, marked the first major U.S. airline to entirely halt operations in 25 years.
What Berkshire's huge wager on Alphabet says about Warren Buffett's post-CEO role
Warren Buffett may no longer be Berkshire Hathaway CEO, but its Alphabet wager has all his hallmarks. Berkshire's third-largest stock bet on June 30 was an almost $38 billion stake in the tech titan.
There Is Now a Way to Collect 6.25% From Google. It Stops Paying in 2029
Alphabet (NASDAQ:GOOG | GOOG Price Prediction, NASDAQ:GOOGL) has spent most of its history offering income investors almost nothing.
Berkshire's Biggest Second-Quarter Move Was This Stock. Should You Buy, Sell or Hold?
At $343.54, Alphabet (NASDAQ:GOOG | GOOG Price Prediction) looks compelling to some of the market's most disciplined capital allocators, and Berkshire Hathaway just signaled why.
Why Alphabet and Microsoft Suffer Less If AI CapEx Goes Wrong
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) and Alphabet (NASDAQ: GOOGL) both delivered blockbuster quarters while spending at a pace that would sink a lesser balance sheet.
Greg Abel Just Bet $17 Billion on This 1 Stock
Greg Abel, Warren Buffett's designated successor as CEO of Berkshire Hathaway, poured roughly $17 billion into Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) during the second quarter, according to Berkshire's Q2 2026 13F filing released last week.
