Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) won a bankruptcy auction for Spirit Airlines' internal business records with a $10 million bid, beating a competing $7.5 million offer from AI recruiting and data startup Mercor.
Google has won a bankruptcy auction for a large collection of Spirit Airlines' internal business data and software, agreeing to pay $10 million for assets it plans to use in product development and artificial intelligence training. The transaction remains subject to approval by a US bankruptcy judge.
Relay, an AI-powered workflow automation tool that was launched in 2021 with the goal of becoming the new Zapier, is shutting down, and some of its staff — including its top executive — are joining Google's Chrome team.
Alphabet Inc. maintains a Strong Buy rating despite a post-earnings selloff and negative free cash flow driven by surging CapEx. Cloud revenue accelerated 82% Y/Y, with backlog reaching $514B and half expected to convert within two years, driving long-term growth. CapEx guidance increased to $195B–$205B, resulting in negative FCF and suspended buybacks, but funding is de-risked with Berkshire Hathaway support.
On The Investor's Podcast (Ep 838), Daniel Mahncke and Shawn O'Malley explained why they're less bullish on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock today vs 2 years ago.
Warren Buffett may have stepped down as CEO in January, but Berkshire Hathaway has dramatically increased its bet on a stock that he began.
Between August 13 and 14, 2026, Q2 2026 13F filings landed and told a rare story: Stanley Druckenmiller, Seth Klarman, David Tepper, Dan Loeb, and Berkshire Hathaway all moved into Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) in the same quarter.
Berkshire Hathaway's blockbuster increase in its Alphabet position has turned investor attention to the search giant.
Alphabet is poised for a generational catalyst as external TPU sales ramp up, with 2027 set to be its 'Nvidia moment.' I see Google's willingness to supply TPUs to competitors as a sign of confidence in its AI moat and user ecosystem. GOOG's inventory and supply commitments have surged, indicating aggressive positioning for TPU scale and future revenue acceleration.
Every bull market eventually asks investors to squint past a number they'd rather not look at.
Alphabet is looking to raise about $3.6 billion in what would be its debut bond offering in Australia, according to people familiar with the matter. Initial price guidance on the deal may be provided as early as Tuesday, with the notes potentially pricing the following day.
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) shares are making a strong case for why they could be the biggest AI bargain on the market right now, now hovering at around 17.3 times trailing price-to-earnings (P/E).