Market News for Alphabet Inc cl C (GOOG)
Alphabet delivered a strong double beat with Q1 revenue up 21.8% Y/Y and GAAP EPS of $5.11. GOOG's cloud backlog surged to $462B, cloud margins expanded to 32.9%, and AI-driven efficiencies lowered costs by over 30%. CapEx guidance increased to $195B for 2026, but robust backlog and expanding cloud margins mitigate margin risk concerns....
Seeking Alpha - 5/18/2026 5:54:59 AM
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Wisdom Ventures, headed by Bradley Horowitz, wrote early checks to OpenAI in 2023 and to Anthropic in 2024. Horowitz became a full-time VC after serving as Google's VP of product for 15 years....
Business Insider - 5/18/2026 5:00:03 AM
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SpaceX's confidential S-1 filing sets the stage for a historic initial public offering. Targeting a valuation between $1.75 trillion and $2 trillion, a sharp premium to recent $800 billion private tenders, the aerospace manufacturer aims to raise roughly $75 billion....
Invezz - 5/17/2026 11:15:49 PM
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Greg Abel increased Berkshire's Alphabet position by 224% during his first quarter as CEO. Alphabet's first-quarter revenue grew 22%
its fastest pace in more than two years....
The Motley Fool - 5/17/2026 6:16:00 PM
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Cash is suddenly king again on Wall Street....
24/7 Wall Street - 5/17/2026 12:16:47 PM
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Alphabet (GOOGL 1.15%) is turning AI demand into real momentum across Google Cloud, Gemini, Search, and enterprise tools. The upside case looks stronger after a powerful quarter, but the company's massive capex plans raise a serious question: can Alphabet keep growing earnings without sacrificing free cash flow?...
The Motley Fool - 5/17/2026 10:30:00 AM
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YouTube CEO Neal Mohan said the Alphabet NASDAQ: GOOG video platform is continuing to lean on creators, subscriptions, connected TV and artificial intelligence as the core drivers of its business, while emphasizing that the company's overall strategy has remained consistent even as the media industry changes rapidly....
MarketBeat - 5/17/2026 10:04:57 AM
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Matt Lowrie quit Google after 18 years, after feeling pressured to adopt AI at work too suddenly. He struggled to trust the technology or find joy in using it to code....
Business Insider - 5/17/2026 4:47:01 AM
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Commentary: Trying out Google's new Gemini-powered Fitbit makes me wonder if this is the killer companion for Google's upcoming glasses. I bet it will be....
CNET - 5/16/2026 9:33:39 AM
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A normally quiet Atlanta neighborhood has suddenly found itself flooded with traffic early in the mornings. It's not tourists....
Fast Company - 5/16/2026 7:17:11 AM
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Billionaire investor Bill Ackman said on Saturday that the sale of Google parent Alphabet's shares was not a bet against the company....
Reuters - 5/16/2026 3:48:15 AM
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Alphabet's YouTube and Snap have reached settlements in the first case set for trial in litigation seeking to force social media platforms to cover the costs school districts incur to combat a youth mental health crisis they say the companies fueled....
Reuters - 5/15/2026 9:19:39 PM
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Two of Wall Street's most closely watched billionaire stock pickers, both once voluble activist investors, took opposite tacks this year when Bill Ackman bet on Microsoft and exited Google parent Alphabet and Daniel Loeb did the opposite....
Reuters - 5/15/2026 8:11:59 PM
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Berkshire Hathaway boosted its stake in Alphabet to nearly 58 million shares on March 31 from almost 18 million shares at year-end....
Barrons - 5/15/2026 5:50:00 PM
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NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) closed its fiscal year on Feb....
24/7 Wall Street - 5/15/2026 5:11:25 PM
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A report suggests that Google's 15GB free tier is at risk as the company tests a lower 5GB cap for new sign-ups....
CNET - 5/15/2026 5:02:54 PM
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Google should be ready to tell us more about a whole range of smart glasses to compete with Meta. Here's what we know already....
CNET - 5/15/2026 2:01:18 PM
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Alphabet's long term bonds offer an eye-catching 6.7% yield. GOOG's free cash flow has turned negative due to aggressive AI and cloud capex, with buybacks still high relative to cash generation. We examine the specifics of this bond and why it might appeal to a tiny minority of investors....
Seeking Alpha - 5/15/2026 11:40:27 AM
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Anthropic's valuation is nearing $1 trillion, an astonishing figure for a private company....
24/7 Wall Street - 5/15/2026 9:01:51 AM
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