Alphabet Inc (GOOG)
Google to pay SpaceX $920 million a month for compute capacity
SpaceX secured a $920M monthly deal with Google for compute power. SpaceX's S-1 recently revealed Anthropic was paying it $1.25 billion a month for compute.
First Google, then Meta? Big Tech may increasingly sell stock to bankroll $820 billion AI boom.
Stock investors may not love it — but bond investors already heavily engaged in funding the AI buildout are pleased.
SpaceX IPO: 2 Reasons To Consider Indirect Ownership Via Alphabet (Downgrade)
Alphabet Inc. shares can be a viable indirect way to gain exposure to SpaceX shares. Unprecedented retail investor access and anticipation around the SPCX IPO raise the likelihood of extreme post-IPO price volatility. By guaranteeing pre-IPO ownership, GOOG shares shield investors from such volatility.
Over 90% of AI chatbot answers about midterm elections are flawed, stunning analysis shows
Researchers at Forum AI conducted an audit of four-leading chatbots: OpenAI's ChatGPT, Anthropic's Claude, Google's Gemini and xAI's Grok.
Google to pay SpaceX $920 million a month for compute capacity at xAI data centers
Ahead of a planned IPO, SpaceX has inked a deal to rent compute capacity to Google at $920 million per month for 32 months. SpaceX announced a similar arrangement with Anthropic in May.
Google will pay SpaceX $920M per month for compute
SpaceX has lined up another compute deal ahead of its historic IPO, this time with Google. The company announced the deal in a regulatory filing on Friday
Google and FBI warn of ransomware group that sends fake IT workers to hack victims in person
A ransomware gang has escalated its attacks on law firms by sometimes sending fake IT workers in person to the victims' offices, where the imposters steal data directly from the victims' computers using USB drives or help other gang members connect to the computers remotely, according to Google and the FBI.
A Growing Backlog And Robust Ad Business: The Alphabet Thesis Wall Street Is Ignoring
Alphabet is rated Buy with 15–25% upside, driven by underappreciated ad business and backlog revenue potential. GOOGL's valuation concerns over AI CapEx are overblown, as the company is positioned for post-AI steady-state growth. An 18.2% implied upside is supported by a $449.92 target, using a 16x EV/EBITDA exit multiple and 9.67% WACC.
Alphabet vs Amazon: Which Is the Better Dip Buy Right Now?
Two megacap pullbacks, one decision: should a retirement-focused investor add Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) or Amazon (NASDAQ: AMZN) on this dip?
Alphabet: Independence From NVIDIA Will Boost Future Growth
Alphabet Inc. (GOOG) earns a Buy rating under the Quality Growth framework, driven by robust fundamentals, accelerating EPS, and a deepening competitive moat. GOOG's proprietary TPU chip stack reduces dependence on NVIDIA, widens its infrastructure moat, and enables cost and performance advantages in both AI training and inference. Google Cloud's $460 billion backlog, 63% revenue growth, and 32.9% operating margin provide a visible and substantial catalyst for future EPS compounding.
Alphabet Is Managing AI Capex Well And Seems Highly Underrated
Alphabet is ramping AI infrastructure capex, temporarily compressing free cash flow while positioning for long-term leadership in AI compute. The equity-funded $85B capital raise reflects a preference to avoid higher future debt costs and to share AI project risk with shareholders. Alphabet is losing some ad share, and YouTube RoAS is weakening as it faces some regulatory headwinds. So this is a risk to watch.
Google is quietly laying off staff in its cloud division
Google is laying off some employees across its vast Cloud division. One elite cybersecurity unit, the Threat Intelligence Group, was hit with cuts yesterday.
