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Alphabet (Google)
What Gave Alphabet Stock Its Edge Over Zillow?
02.11.2026 01:23
For questions about this article or underlying research, email help@trefis.com.
GOOGL Market Cap Drops Nearly $500B After Google Search Fell Below 50% Of Alphabet's Revenue — David Sacks Explains Why That's A Good Thing
01.11.2026 11:44
Sacks said that investors may be reading too much into Google Search’s share in Alphabet’s overall revenue dropping below the 50% level.
Anthropic Is “Reduplicating AWS” as It Rents Its Own Data Centers. Amazon Reports Thursday
01.11.2026 07:46
Key TakeawaysAnthropic’s S-1, made public Oct. 26, says it now leases its own data centers and the AI chips inside them, alongside renting computing power from Amazon and Alphabet’s Google.
Alphabet 3Q Earnings: Low Monetization On Legacy Search, Or Has Gemini Simply Taken Over?
01.11.2026 07:02
Google earnings missed as Search growth slowed and AI monetization lagged. Click for more on GOOG stock.
Anthropic's Frenemies Meta and Google Are Showing Cracks In the AI Trade. What That Tells Us About the Anthropic IPO.
01.11.2026 01:00
This ETF demonstrates some of the issues with the complex interconnectedness of Anthropic and hyperscalers like Google and Meta. Here's what it means for the ANT IPO.
France Wants a 5.5-Cent-per-Gigabyte Tax on Netflix, Google and Meta
31.10.2026 17:07
France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is another matter entirely.
The daunting economic decision on data centers
31.10.2026 17:00
Communities across the U.S. courting data centers face an economic bargain: billions in private investment and potentially lucrative tax revenue, alongside mounting public backlash.
The Fed put is very much back': Wall Street strategists weigh central bank's next move
31.10.2026 15:53
Stocks have been shaky as technology takes a hit, but the Fed's latest move to hold rates steady signals that policymakers will support the markets if the going gets tough.
Prediction: This Under-the-Radar AI Stock Could Have a Big 2030 Ahead
31.10.2026 14:33
Marvell Technology has quietly become one of the purest plays on AI data center buildout, and its CEO is calling the upside in coming years game-changing. But getting to $500 by 2030 demands three very specific things to break exactly right.
Reddit stock plunges 29.2% as Google AI cuts US traffic
31.10.2026 14:07
Google changes hit Reddit traffic, particularly among logged-out users.
Alphabet: Noisy Q3 Metrics Meet Outsized Cloud Opportunities - Deep Value Buy
31.10.2026 14:00
Why Alphabet Inc.âs selloff may be a buying opportunity: AI-driven cloud growth, deep value metrics, key risks, and long-term upside. Click for this GOOG update.
Alphabet's Earnings Horror Show Continues, But GOOG Stock Is a Buy Below $300
31.10.2026 13:48
Alphabet stock is trading sharply lower after the company reported a disappointing set of numbers for Q2. However, the stock looks like a good "buy" below the $300 price level.
Reddit Sinks as Google's AI Shift Takes a Bite Out of Search Traffic. What's Next for RDDT Stock.
31.10.2026 13:45
Reddit stock sinks as disappointing guidance overshadows better-than-expected fiscal Q3 earnings. Citizens downgraded RDDT shares, citing declining Google referral traffic.
Alphabet (GOOGL) Stock Sees Fair Value Cut After Q3 Miss And Higher AI Spending
31.10.2026 13:13
Alphabet has seen its Fair Value Estimate adjusted from US$429.46 to US$408.09, which narrows the implied upside in some analyst models. This shift lines up with recent research that reacts to softer Q3 earnings, heavier AI and TPU capex, and questions about how quickly AI driven products and Search changes will translate into monetization. As you read on, you will see how to track these moving pieces and stay on top of the evolving Alphabet narrative. Analyst Price Targets don't always...
Trumpflation Is Getting Worse and It Could Trigger a Wall Street Nightmare
31.10.2026 13:10
Inflation was supposed to be yesterday's problem, but overlapping pressures from Trump's war, tariffs, and an AI spending frenzy are forcing the Fed toward a decision that could turn Wall Street's hottest rally into its biggest liability.
How Investors Should View the Launch of Alphabet's Gemini 4 Carbon
31.10.2026 13:00
Alphabet just unveiled Gemini 4 Carbon, its newest frontier AI model focused on software engineering and cybersecurity.
Wall Street's favorite stocks are in their worst slump since 2010: Chart of the Day
31.10.2026 12:44
Stocks with the most Buy ratings have lagged the least-loved ones for most of 2026.
The 1-Minute Market Report October 31, 2026
31.10.2026 12:21
The S&P 500 declined 0.6% last week, with AI and mega-cap growth stocks under heavy selling pressure. Discover more in this market report.
The AI trade's trick-or-treat earnings season
31.10.2026 10:45
The latest wave of hyperscaler earnings is spooking Wall Street. Bulls and bears alike have evidence to validate their wildest dreams — or their worst nightmares.
Goldman Sachs CEO David Solomon says the best advice he ever got came from his grandmother in his 20s: ‘Don’t be in a hurry’
31.10.2026 10:26
Goldman Sachs CEO David Solomon hits the gym before 7 a.m. and lives by his calendar—but says the secret to a long career is patience