Brad Gerstner's Altimeter Capital fully exited its entire 519,290-share Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) position in Q1 2026, according to the firm's 13F filed May 15, 2026 (SEC CIK 0001541617).
Google is suing to dismantle the infrastructure behind an alleged massive AI-powered cybercrime operation.
Alphabet Inc. (GOOGL) remains a top-tier company with well-diversified revenue streams and consistent performance. GOOGL demonstrates accelerating revenue growth, driven by strength in cloud, data center, and AI markets. Waymo and the expanding EV market are not to be underestimated as long-term growth drivers for GOOGL.
When 13F filings for Q1 2026 hit in May, the smart-money positioning on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) split clean down the middle.
AI executives from Anthropic, OpenAI, Google and Mistral AI are expected to attend next week's G7 summit, said officials from France, which is crafting an agenda aimed at discussing the world's crises and broad economic challenges.
In a lawsuit, the tech giant accused the group of using Google's Gemini system to create hundreds of fake corporate and government websites.
SpaceX, billionaire Elon Musk's artificial intelligence (AI) and space infrastructure company, goes live on Nasdaq just hours from now – and Anthropic isn't far behind either, having confidentially filed its S-1 at a valuation of nearly $1 trillion. For investors seeking to ride these historic debuts but wary of their unpredictability and premium price tags, there's a quieter, more grounded alternative sitting right in plain sight: Alphabet Inc, the parent company of Google, which holds meaningful stakes in both companies.
Alphabet Inc.'s proposed capital raise appears modest relative to its market value, with estimated dilution near 2.25%. Raising equity at elevated valuations may be preferable to issuing long-term debt at current corporate bond yields. Google's net cash position and EBITDA profile may preserve future balance sheet flexibility if rates improve.
AI infrastructure growth is exposing a major shortage of skilled blue-collar workers. Google, Meta, and other tech giants are investing in programs to prepare Americans for construction jobs.
CNBC's MacKenzie Sigalos reports on a company set to benefit from SpaceX's IPO.
AI firm Anthropic is planning to lease and manage its own data centers and is seeking financial backing from Alphabet's Google for the lease payments, The Information reported on Thursday.
Alphabet's driverless car service seizes the World Cup stage to try to humanize its technology.