Alphabet Inc (GOOG)
Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead
Stanley Druckenmiller's Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated the capital into three AI hardware “picks-and-shovels” names: SanDisk, Micron Technology, and Seagate Technology, according to recently reported 13F filings.
Alphabet Just Disrupted Itself, Completely (Rating Upgrade)
Alphabet Inc. receives a Strong Bullish upgrade following transformative Google I/O AI announcements from yesterday's presentation. GOOG unveiled Gemini 3.5, Gemini Omni, and agentic AI Search, radically enhancing both consumer and enterprise offerings. A revamped AI pricing model ties revenue to compute usage, supporting faster gross margin expansion and GOOGL valuation upside.
Google's latest AI push runs the risk of upsetting an important group that's starting to resent the tech
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Alphabet Owns The Entire AI Stack And Is The Largest Pure Play Option For Investors
Alphabet (GOOGL) delivered a blowout Q1 2026, with $109.9B revenue (+22% YoY) and $39.7B operating income (+30% YoY), decisively refuting the bear thesis. GOOGL's Cloud segment accelerated to 63% YoY growth, tripling segment profit and building a $460B+ backlog, signaling multi-year visibility and margin expansion. Search and AI monetization remain robust, with Search queries at all-time highs, 19% YoY growth, and Gemini/AI subscriptions scaling rapidly across consumer and enterprise.
Alphabet: FQ1's Record Operating Margin Marks A New Growth Curve
Alphabet posted a record FQ1 operating margin of 36%+, driven by AI investments and internal TPU development. GOOG Cloud's operating margin nearly doubled year-over-year to ~33%, highlighting AI's role in margin expansion and future external revenue opportunities. I see consensus growth and EPS estimates (with a 13.6% annual growth rate) as conservative, with my model projecting a 17.4% rate.
Singapore inks AI deals with Google, OpenAI as ChatGPT-maker commits $234 million to local ecosystem
OpenAI committed 300 million Singapore dollars and launched its first overseas AI lab in Singapore. Google expanded AI cooperation into education, healthcare and scientific research.
Where, Oh Where, Was Wear OS 7 at Google I/O This Year?
Google's smartwatch software gets buried under a heap of AI health news at I/O 2026.
Why Google held back a huge new AI model at its big conference
Google delayed its Gemini 3.5 Pro AI model, disappointing some developers. The smaller Gemini 3.5 Flash model now powers Google's Antigravity AI coding service.
Google's Content Revenue Reaper Is Coming for Video Creators on YouTube
Commentary: Just as AI Overviews are starving digital publishers of search traffic, AI-driven YouTube features will likely trigger a drop-off in video creation.
Google Rebuilds Search Around AI After 25 Years
Every product search, price check and restaurant booking has started the same way since 1998: Type something short, get a list of links. That model is 25 years old.
Searching for Cancer Cures Is Part of Google's AI Story. It Deserves to Be More Than a Footnote
Commentary: Forget "Ask YouTube." Google should prioritize the AI work it's doing in science.
These Are a Few of My Favorite Things From Google I/O 2026
Google Docs Live, Ask YouTube and Project Aura made the top of my list.
