Bullish for Google
Waymo Expansion Boosts Alphabet Valuation
Updated 13 October 2026
The bullish argument: Waymo's valuation surge and rapid geographic expansion are being framed as validation of Google's real-world AI capabilities, with sources highlighting over $60 million in Google.org funding for advanced model applications globally and noting that accelerated AI integration across Search and product ecosystems is solidifying long-term revenue visibility. The narrative positions autonomous vehicles as a tangible proof point that Google's AI leadership translates into defensible competitive advantages and scalable business models.
What changed?
6.5% → 10.2% of Google coverage · up from 3rd to 2nd-largest bullish argument
The idea itself is not new: the recorded share reached 17.6% on 3 September. Renewed coverage does not necessarily mean new evidence.
How attention has changed
10.2% of Google coverage
Rolling 3-day share · as of 13 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-14 | 0% |
| 2026-09-15 | 0% |
| 2026-09-16 | 0% |
| 2026-09-17 | 0% |
| 2026-09-18 | 0% |
| 2026-09-19 | 0% |
| 2026-09-20 | 0% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 0% |
| 2026-09-24 | 0% |
| 2026-09-25 | 2.4% |
| 2026-09-26 | 3.1% |
| 2026-09-27 | 4% |
| 2026-09-28 | 6.3% |
| 2026-09-29 | 5.3% |
| 2026-09-30 | 4.6% |
| 2026-10-01 | 1.9% |
| 2026-10-02 | 0.8% |
| 2026-10-03 | 0.5% |
| 2026-10-04 | 0% |
| 2026-10-05 | 0% |
| 2026-10-06 | 10.1% |
| 2026-10-07 | 5.5% |
| 2026-10-08 | 3.9% |
| 2026-10-09 | 1.7% |
| 2026-10-10 | 2.1% |
| 2026-10-11 | 3.2% |
| 2026-10-12 | 6.5% |
| 2026-10-13 | 10.2% |
Keep up with the bigger picture
Personalized briefs are coming. Join the waitlist to follow this story and the other narratives shaping Google coverage.
The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
-
Finbold · Published 12 Oct 2026
Wall Street analysts update Google (GOOGL) stock price target for 12 months
In coverage record: 13 Oct 2026
“accelerated artificial intelligence (AI) integration across Search and product ecosystems continues to solidify long-term revenue visibility”
Read article -
EUROPE SAYS · Published 12 Oct 2026
Google is using AI to help scientists understand diseases
In coverage record: 13 Oct 2026
“In 2026, Google.org has provided over $60 million to organizations around the world that are applying advanced models to transform how we understand and treat diseases”
Read article -
NewsBytes · Published 11 Oct 2026
Google faces backlash over $15B AI data center in India
In coverage record: 12 Oct 2026
“the "AI Hub investment is a multi-decade commitment" with an "obligation to be a good neighbor."”
Read article -
Seeking Alpha · Published 10 Oct 2026
Alphabet Is A Fortress Stock, Built To Survive
In coverage record: 11 Oct 2026
“Gemini remains highly competitive—cheapest among top AI models, multi-modal, and supported by Google's real-time global data infrastructure.”
Read article -
Finbold · Published 9 Oct 2026
$1,000 invested in GOOGL stock when Google bought YouTube is now worth
In coverage record: 10 Oct 2026
“Google has not only retained its search dominance with a noted recovery from the market share slump it suffered in 2024 and 2025, but has also become a key player in the ongoing artificial intelligence (AI) 'boom' both as a hypercaler and with its AI platforms.”
Read article -
NDTV Profit · Published 8 Oct 2026
Google Launches Workplace AI Agent That Acts Like Colleague
In coverage record: 9 Oct 2026
“The company is in a heated race with Microsoft, OpenAI, Anthropic and Amazon.com Inc. to monetize those investments through lucrative corporate contracts.”
Read article -
The Straits Times · Published 7 Oct 2026
Google and Unity launch AI game creation platform
In coverage record: 8 Oct 2026
“Google had fallen behind rivals including OpenAI and Anthropic on the AI frontier, but its newly announced Gemini 4 Argon model is seen as helping it catch up.”
Read article -
Engadget · Published 6 Oct 2026
Google Removes Free Access To Gemini Flash And Pro On October 9
In coverage record: 7 Oct 2026
“Starting on October 9, you will no longer be able to access the Gemini Flash and Pro models if you're on a free account.”
Read article
Earlier coverage
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The News International · Published 5 Oct 2026
Google to downgrading Gemini for free, AI Plus users
In coverage record: 6 Oct 2026
“Users without a Google AI subscription will be limited to a single Flash-Lite model. They will no longer be able to reach the newer Flash variants that are currently open to them.”
Read article -
India Today · Published 5 Oct 2026
Google is changing Gemini AI plans from October 9, here is what it means for you
In coverage record: 6 Oct 2026
“If you want the more powerful and larger Gemini models at your disposal, you will need to have a Google AI Pro or Google AI Ultra subscription.”
Read article -
SiliconANGLE News · Published 30 Sep 2026
Google's new frontier AI model Gemini 4 Argon goes to cybersecurity defenders first
In coverage record: 1 Oct 2026
“a sweep of fleetwide profiling data has so far freed more than 300 tebibytes across the company's data centers”
Read article -
TIME · Published 29 Sep 2026
How Google Is Quietly Turning Millions of People Into AI Users
In coverage record: 30 Sep 2026
“These changes are the culmination of a decade-long strategy from Google CEO Sundar Pichai, who declared in 2016 that Google would be an "AI-first company."”
Read article -
NewsBytes · Published 27 Sep 2026
Google tests Flipkart purchases directly through Gemini and AI Mode
In coverage record: 28 Sep 2026
“Google has a financial relationship with Flipkart, having invested about $350 million in the e-commerce company in 2024 as part of a funding round led by the US retailer.”
Read article -
Times of India · Published 27 Sep 2026
Google turns 28: How a search engine started by two Stanford students grew into Gmail, YouTube, Android and Gemini AI
In coverage record: 28 Sep 2026
“What began as a research project to organise information on the growing World Wide Web has developed into a technology ecosystem spanning search, email, maps, online video, mobile operating systems, web browsers and artificial intelligence.”
Read article -
TNW · Published 26 Sep 2026
Google’s India AI hub cleared for 2.51GW, not 1GW, the Guardian reports
In coverage record: 27 Sep 2026
Read article -
The Indian Express · Published 25 Sep 2026
Google’s Gemini AI assistant can now call businesses for you: Here’s how it works
In coverage record: 26 Sep 2026
“The audience seemed to be especially vowed by the natural sounding conversation complete with "umm's" and "ahh's" from the AI agent”
Read article -
NDTV Profit · Published 25 Sep 2026
Google Photos Gets An AI Boost With Redact Tool, 'Vintage' Moods And Expanded AI Wardrobe
In coverage record: 26 Sep 2026
“Google's AI Wardrobe feature is now expanding to eligible Android and iOS users in the US, India and Brazil.”
Read article -
TechCrunch · Published 24 Sep 2026
Google tests letting Gemini call businesses for you
In coverage record: 25 Sep 2026
“The launch builds on years of experiments with AI-assisted, automated calling technology at Google.”
Read article -
9to5Google · Published 24 Sep 2026
Google says Gemini 4 release is coming 'as soon as possible'
In coverage record: 25 Sep 2026
“in my mind, it's a certainty that we are always gonna be at the frontier.”
Read article -
Devdiscourse · Published 9 Sep 2026
Google's €13 Billion AI and Nuclear Energy Investment in Finland
In coverage record: 10 Sep 2026
“Google, the tech giant from Alphabet, announced its plan to inject at least €13 billion into artificial intelligence infrastructure in Finland over the next two years. This strategic investment, regarded as one of the largest in Europe, encompasses data centers and other technological developments aimed at enhancing digital readiness and AI innovation.”
Read article -
The Verge · Published 8 Sep 2026
Google’s Atlas of the human genome could pave the way for new treatments
In coverage record: 9 Sep 2026
“Atlas is the latest in a string of efforts from Google to use AI to tackle core problems in science and medicine... The company's best-known work in this area is AlphaFold, the protein-structure prediction model that won Demis Hassabis and John Jumper the 2024 Nobel Prize in Chemistry.”
Read article -
Forbes · Published 7 Sep 2026
6 Top Data Center Stocks, REITs And ETFs To Buy Now
In coverage record: 8 Sep 2026
“Google Cloud's revenue soared 82% to $24.8 billion, operating income rose 211% to $8.8 billion and backlog reached $514 billion in the second quarter.”
Read article -
The Tribune · Published 7 Sep 2026
Cathay Pacific, Google to expand AI contrail trials after early flights show 40% lower warming impact
In coverage record: 8 Sep 2026
“Following the initial trial, Cathay Pacific and Google are now undertaking a larger second phase of flight trials across the airline's Asia and transpacific network to gather more real-world operational data. The expanded trials are aimed at creating a broader operational data set that could improve scientific understanding of contrail avoidance and help inform future industry practices.”
Read article -
Engadget · Published 3 Sep 2026
Google's New AI Weather Model Uses Live Satellite Data For Higher
In coverage record: 4 Sep 2026
“WeatherNext 3 incorporates live satellite data, which gives the model 'a rich, continuously updating view of the atmosphere.' Combining precipitation data from NASA and Google's own satellite analysis also means WeatherNext 3 is better at predicting things like rain and snow.”
Read article -
Bnn Bloomberg · Published 2 Sep 2026
Berkshire CEO Abel sees opportunity for energy business from AI
In coverage record: 3 Sep 2026
“Abel said he viewed Google as a "significant player" in AI, a factor that prompted him and Berkshire Chairman Warren Buffett to authorize an additional $10 billion investment three months ago.”
Read article -
The Star · Published 2 Sep 2026
Berkshire CEO Abel sees opportunity for energy business from AI
In coverage record: 3 Sep 2026
“Abel said he viewed Google as a "significant player" in AI, a factor that prompted him and Berkshire Chairman Warren Buffett to authorize an additional $10 billion investment three months ago.”
Read article -
The Globe and Mail · Published 2 Sep 2026
Berkshire CEO Abel sees opportunity for energy business from AI
In coverage record: 3 Sep 2026
“Abel said he viewed Google as a "significant player" in AI, a factor that prompted him and Berkshire Chairman Warren Buffett to authorize an additional US$10-billion investment three months ago.”
Read article -
Livemint · Published 2 Sep 2026
Greg Abel opens up on Berkshire’s $10 billion Alphabet bet after Buffett, calls Google a ‘significant player’ in AI
In coverage record: 3 Sep 2026
“Greg Abel opens up on Berkshire's $10 billion Alphabet bet after Buffett, calls Google a 'significant player' in AI”
Read article -
International Business Times · Published 2 Sep 2026
Berkshire's Alphabet Stake Surges to $36.6 Billion. CEO Greg Abel Sees Google as an AI Powerhouse.
In coverage record: 3 Sep 2026
“We saw Google as a significant player... Google is among five major hyperscalers pouring capital into AI computing capacity alongside Microsoft, Meta, Amazon and Oracle. Goldman Sachs estimates global hyperscaler capital expenditures could reach roughly $1 trillion in 2026.”
Read article -
Finbold · Published 31 Aug 2026
Wall Street analyst sets Google (GOOGL) price target for next 12 months
In coverage record: 1 Sep 2026
“Alphabet has achieved strong vertical integration by managing its entire product ecosystem in-house, including cloud data centers and core consumer platforms like Google Search and YouTube.”
Read article -
Los Angeles Times · Published 31 Aug 2026
How Google is courting Hollywood to use its AI tools
In coverage record: 1 Sep 2026
“Google executives have approached representatives at Disney, Universal, Warner Bros. Discovery and other studios about licensing intellectual property to be used in AI models. For Google, it's an opportunity to get feedback from talented creatives who can help it build better AI tools for the entertainment industry.”
Read article -
Outlook Business · Published 26 Aug 2026
Sharing Deals With US Tech Giants – Outlook Business
In coverage record: 27 Aug 2026
“Moonshot AI is negotiating revenue-sharing agreements with Microsoft, Amazon and Alphabet's Google to allow the cloud companies to host its Kimi K3 model. Major cloud providers remain the primary route for AI companies like Moonshot to reach enterprise customers.”
Read article -
Finbold · Published 26 Aug 2026
Analyst sets Google (GOOGL) stock price target
In coverage record: 27 Aug 2026
“Boone believes the market is currently undervaluing the company's future earnings ability, particularly as its Artificial Intelligence (AI)-driven cloud segment continues to gain momentum.”
Read article -
NewsBytes · Published 24 Aug 2026
Why Jeff Dean left Google for an AI start-up
In coverage record: 25 Aug 2026
“Alphabet is also a founding investor and cloud partner.”
Read article -
Entrepreneur · Published 24 Aug 2026
This Google Veteran Has Surprising Advice for Workers
In coverage record: 25 Aug 2026
“Dean sees AI as a tool that expands what people can accomplish. In his view, AI is not about automating routine work or cutting costs. Instead, use cases of the technology include accelerating medical research, improving access to health services, strengthening education and helping individuals tackle technical or scientific questions that would otherwise be beyond their reach.”
Read article -
BOL News · Published 21 Aug 2026
Pakistan, Google join hands for digital growth
In coverage record: 22 Aug 2026
“The two sides also agreed to cooperate on establishing an AI Center of Excellence in Islamabad. The center is expected to provide young Pakistanis and the country's workforce with training in emerging technologies and AI skills aligned with the needs of the global market. Artificial intelligence will also be explored for improving government services and public-sector operations.”
Read article -
Engadget · Published 19 Aug 2026
Google Is Trying To Solve Contrails With AI
In coverage record: 20 Aug 2026
“Air traffic controllers will use forecasts to pinpoint atmospheric regions where vertical adjustments of up to 2,000 feet could help reduce contrail formation. Of the 10,000 flights expected to cross the region during each year's trial period, only about one to five percent will be rerouted.”
Read article -
CNBC · Published 19 Aug 2026
Marvell pops on AI chip deal letting Google buy up to $12.2B in shares
In coverage record: 20 Aug 2026
“The deal, part of Google and Marvell's partnership on custom chips, would allow the tech giant to purchase up to 58,970,907 shares at $206.58 apiece. The stake is tied to purchasing targets through the 2033 fiscal year.”
Read article -
International Business Times · Published 18 Aug 2026
Google Is Giving Millions To Spirit Airlines To Use Its Data To Train AI Models
In coverage record: 19 Aug 2026
“Google is buying all of Spirit Airlines' data for $10 million... The company has been selling off its remaining assets over the past months.”
Read article -
Seeking Alpha · Published 16 Aug 2026
Projected Robotaxi Growth By Company; I Rate Waymo A Buy (GOOG) (GOOGL)
In coverage record: 17 Aug 2026
“TITLE: Projected Robotaxi Growth By Company; I Rate Waymo A Buy (GOOG) (GOOGL)”
Read article -
Deccan Chronicle · Published 13 Aug 2026
Inside The Google Executive Moves That Led To its Big AI Reshuffle
In coverage record: 14 Aug 2026
“Google co-founder Sergey Brin in recent months has urged key AI staff to go all in on the company's Gemini model as parent Alphabet seeks to close the gap with rivals... Alphabet's shakeup included a revelation during an all-hands meeting on August 6 that some teams were moving out of DeepMind and into corporate Google.”
Read article -
The News International · Published 13 Aug 2026
Google Gemini 3.7 flash to target AI coding agents-Key features explained
In coverage record: 14 Aug 2026
“Google co-founder Sergey Brin in recent months has urged key AI staff to go all in on the company's Gemini model as parent Alphabet seeks to close the gap with rivals. CEO Sundar Pichai mounted a robust defense of Google's AI strategy during its earnings call in July, pushing back on concerns that the company has fallen behind rivals.”
Read article -
The Manila Times · Published 12 Aug 2026
Google’s AI assistant exceeds 1 billion users
In coverage record: 13 Aug 2026
“In the face of this technological lag, Google's audience remains its main asset as it integrates AI into its ecosystem, from search and Gmail to Google Maps and YouTube.”
Read article -
The Star · Published 12 Aug 2026
Exclusive-Inside the Google executive moves that led to its big AI reshuffle
In coverage record: 13 Aug 2026
“Alphabet's commercialization strategy and reorganization of ranks last week are tied to its effort to achieve model supremacy. Kavukcuoglu began building a reputation within other parts of Google as someone more attuned to commercialization.”
Read article -
The Economic Times · Published 12 Aug 2026
Inside the Google executive moves that led to its big AI reshuffle
In coverage record: 13 Aug 2026
“Brin has used the implicit power he holds as Google's co-founder to push resource allocation toward specific areas, such as recursive self-improvement, the point at which the technology can improve without human intervention. For several months now, he has been remarking to key staff that they need to catch up to the frontier.”
Read article -
Hindustan Times · Published 10 Aug 2026
S&P 500 to 8,000? Why JPMorgan is betting on earnings despite high valuations
In coverage record: 11 Aug 2026
“One example is Google's cloud business, which has shown very strong growth. The panel noted that Google reported about 80% growth in its cloud business with margins of around 35%.”
Read article -
Times of India · Published 9 Aug 2026
Google CEO Sundar Pichai in email to employees on Jeff Dean leaving after 27 years and Demis Hassabis' new role: With these changes we are going to ...
In coverage record: 10 Aug 2026
“With today's changes we're going to keep driving our momentum. We've made extraordinary progress to deliver on our full AI stack and our Gemini models are in high demand among developers and businesses, and the Gemini app reached 950M+ monthly users.”
Read article -
Barchart · Published 7 Aug 2026
Broadcom Will Survive the AI Bubble, But Everyone Else Won't. Here's Why.
In coverage record: 8 Aug 2026
“Customers are placing orders years in advance because compute takes time to secure. During the last earnings call, CEO Hock Tan said the company's visibility now 'runs all the way to 2028.' Investors don't commit money on that scale for demand they expect to fade.”
Read article -
Times of India · Published 7 Aug 2026
How Google's AI power centre has moved to Sergey Brin's desk after Demis Hassabis steps back from DeepMind
In coverage record: 8 Aug 2026
“Kavukcuoglu's brief is narrow and brutal: ship faster. Whether he gets to do it on his own terms, with Brin a few feet away, is the question Google has not answered.”
Read article -
Barchart · Published 7 Aug 2026
Dear GOOGL Stock Fans, Here's What Google's AI Shakeup Means for Alphabet
In coverage record: 8 Aug 2026
“Google Cloud revenue soared 82% YOY to $24.8 billion, with cloud operating income nearly tripling to $8.8 billion... CEO Sundar Pichai highlighted Google Cloud's backlog growth of over $50 billion to $514 billion and expanding Gemini Enterprise adoption.”
Read article -
TNW · Published 6 Aug 2026
Google just moved its AI crown from London to California. Meet the man who caught it
In coverage record: 7 Aug 2026
“The shift beneath it is geographic. Google is pulling its AI leadership out of London and concentrating it in California. What Google has lacked is speed. Kavukcuoglu, quietly, is the man now asked to supply it.”
Read article -
Digital Trends · Published 6 Aug 2026
Google Antigravity just built an AI translator that works without the internet
In coverage record: 7 Aug 2026
“Running everything locally could also reduce latency, making conversations feel more natural. Although Google hasn't positioned the project as a commercial product, it highlights what's now possible with efficient AI models that can operate on affordable hardware.”
Read article -
International Business Times · Published 5 Aug 2026
Google Is Reshuffling Its AI Department. Its Stock Is Falling
In coverage record: 6 Aug 2026
“Despite Wednesday's drop, Google's stock has soared this year on strong AI growth. It reported its sales increased by more than 80% year over year in the second quarter, exceeding analysts' expectations. Shares have climbed 86% over the past 12 months and is up 28% year to date.”
Read article -
Fortune · Published 5 Aug 2026
Demis Hassabis steps down from Google DeepMind CEO role amid a major AI leadership shakeup
In coverage record: 6 Aug 2026
“Hassabis touted 'great progress' the company was making with new models, citing the unreleased Gemini 4 by name.”
Read article -
Hindustan Times · Published 5 Aug 2026
Google stock falls 4% as Demis Hassabis steps down in DeepMind leadership shake-up
In coverage record: 6 Aug 2026
“The leadership reshuffle is expected to help Google move faster as competition in AI continues to grow. His new position allows him to spend more time on AI research instead of daily business operations.”
Read article -
Gizmodo · Published 5 Aug 2026
Google DeepMind Boss Demis Hassabis Steps Down From CEO Role
In coverage record: 6 Aug 2026
“Google, however, is framing the reorganization as a way to speed up its AI work while giving Hassabis more time to focus on artificial general intelligence.”
Read article -
Business Insider · Published 5 Aug 2026
Smart People in Tech and Business React to Google's AI Restructuring
In coverage record: 6 Aug 2026
“Pouladian said that the change in structure means that Google 'finally wants to play to win.' 'My read: putting Amin Vahdat, the architect behind Google's TPU infrastructure, closer to the center is about streamlining the whole machine. Less internal politics. Better compute allocation. One AI strategy.'”
Read article -
The Economic Times · Published 5 Aug 2026
US stocks: Alphabet shares fall 4% as DeepMind chief shifts role in Google’s AI shakeup
In coverage record: 6 Aug 2026
“Despite those concerns, Alphabet has benefited from rapid growth in its AI-driven cloud business. Google Cloud revenue surged 82% to $24.77 billion in the latest quarter, beating the $24.56 billion estimate and rising from $13.6 billion a year earlier.”
Read article -
Benzinga · Published 4 Aug 2026
Palantir, Alphabet Ride a Surpise, Double-Sized Earnings Boom
In coverage record: 5 Aug 2026
“Google Cloud revenue jumped 82%, underscoring continued demand for the company's AI infrastructure... Management raised full-year guidance and projected at least 134% growth in U.S. commercial revenue, citing accelerating demand for sovereign AI deployments.”
Read article -
Barchart · Published 1 Aug 2026
Google Piles On Off-Balance-Sheet Risk to Fuel Its AI Chip Push
In coverage record: 2 Aug 2026
“To be clear, Alphabet isn't facing a liquidity problem. The company generated roughly $185 billion in operating cash flow over the past 12 months, comfortably exceeding even its largest guarantee commitments.”
Read article -
TechCrunch · Published 29 Jul 2026
Discover what's next for AI, from the SaaS reckoning to the agent security gap, at TechCrunch Disrupt 2026
In coverage record: 30 Jul 2026
“the AI Stage is back to dig into the single hottest topic in the community for the past few years, presented by Google for Startups”
Read article -
Seeking Alpha · Published 28 Jul 2026
Alphabet's Recent Pullback Offers A Good Entry Point For Long-Term Investors
In coverage record: 29 Jul 2026
“AI is having an overall positive impact on both of these segments, with both "Google Services" and "Google Cloud" seeing their revenue growth”
Read article -
NewsX · Published 27 Jul 2026
Sundar Pichai's AI Bet Pays Off, So Why Does Alphabet Stock Fall Despite Google's 24% Revenue Jump?
In coverage record: 28 Jul 2026
“Alphabet's revenue increased 24% year-on-year to $119.8 billion, as AI investments started contributing across its major businesses. According to Alphabet's CEO, Sundar Pichai, the firm's investments in AI are affecting all areas of its operations.”
Read article -
Finbold · Published 27 Jul 2026
Analysts set Google (GOOGL) stock price target
In coverage record: 28 Jul 2026
“the upgrade is the result of Google's strong revenue growth in recent months, as revealed by the July 22 quarterly filing and the estimate that the blue-chip firm's artificial intelligence (AI) ecosystem will continue driving expansion”
Read article -
CNBC TV18 · Published 27 Jul 2026
Nvidia CEO Jensen Huang's first X post backs open AI models, gets support from Sundar Pichai
In coverage record: 28 Jul 2026
“Google has benefited from open-source technology for many years and has also been a major contributor to the open-source community. Google has consistently released its Gemma open-weight AI models through Google DeepMind, an advanced AI model available to developers and researchers.”
Read article -
Markets Insider · Published 26 Jul 2026
The AI Capex Reckoning: Markets Wobble as Google Spending Swells
In coverage record: 27 Jul 2026
“While a large portion of that surge came from unrealized gains on equity securities, operating income minus these gains is still up about 30%, driven by exceptional Google Cloud momentum and strong AI product adoption. Google is not alone: all hyperscalers have raised their capex outlooks multiple times, with the 2026 total climbing over $770 billion, and next year's capex slated to cross $1 trillion.”
Read article -
Seeking Alpha · Published 25 Jul 2026
Alphabet: Won't Be This Cheap For Long
In coverage record: 26 Jul 2026
“Google has been able to infuse AI pervasively across its ecosystem, and it is not looking to slow down.”
Read article -
Seeking Alpha · Published 24 Jul 2026
Alphabet: Strong Buy Despite AI CapEx Fears
In coverage record: 25 Jul 2026
“TITLE: Alphabet: Strong Buy Despite AI CapEx Fears”
Read article -
Seeking Alpha · Published 24 Jul 2026
Alphabet Stock: The AI Bill Is Bigger, But The Thesis Still Works (NASDAQ:GOOG)
In coverage record: 25 Jul 2026
“The AI Bill Is Bigger, But The Thesis Still Works”
Read article -
The Manila Times · Published 23 Jul 2026
Suggestions for the Philippine Stock Exchange
In coverage record: 24 Jul 2026
“Tech (especially artificial intelligence [AI] and AI-related; that is why Google was the best performer of the "magnificent seven" tech stocks in 2025, as Google AI seems to be favored by more than offerings of the others)”
Read article -
Finbold · Published 23 Jul 2026
Analysts revise Google stock price target
In coverage record: 24 Jul 2026
“the second-quarter results only reinforced Alphabet's position at every major layer of AI, from consumer applications such as Search and Gemini to AI models, which the management believes could accelerate in the coming quarters as AI adoption expands”
Read article -
EUROPE SAYS · Published 22 Jul 2026
Google's Q2 earnings of $112.11B beat Wall Street's expectations on AI boom
In coverage record: 23 Jul 2026
“Continued strong growth in search advertising backs up Google's claim that AI is additive to search, not a replacement.”
Read article -
CNBC TV18 · Published 21 Jul 2026
Alphabet's Gemini delay, spending worries loom over earnings
In coverage record: 22 Jul 2026
“Analysts have said Google's advantage in the AI race lies in its ownership of a large consumer distribution network, on top of its AI models, cloud infrastructure and custom silicon.”
Read article -
Benzinga · Published 21 Jul 2026
Google Stock Dips 1%: New Gemini 3.6 Flash, Cyber Models Aim to Slash AI Costs
In coverage record: 22 Jul 2026
“Google is also testing Gemini 3.5 Pro with partners and has started its largest-ever pre-training run for Gemini 4, offering more visibility into its AI roadmap after questions about product delays.”
Read article -
CNBC · Published 21 Jul 2026
Apple prepares a new way to buy iPhones. Plus, making sense of Google's new AI models
In coverage record: 22 Jul 2026
“As a result, we expect the efficiency of AI usage to increase, and with it, overall adoption. That makes Tuesday's news a positive for Google's AI strategy, and we expect to see more specialized models over time.”
Read article -
Finbold · Published 21 Jul 2026
Is Google stock a ‘Buy’ ahead of Wednesday earnings?
In coverage record: 22 Jul 2026
“the company is overall seen as in a strong position given its continued advancement of artificial intelligence (AI) technology, extensive partnership network, and the successful raising of more than $80 billion in an equity offer”
Read article -
The Star · Published 21 Jul 2026
Alphabet's Gemini delay, spending worries loom over earnings
In coverage record: 22 Jul 2026
“The cloud business has benefited from growing deals for Google's custom AI chip business, including multi-billion-dollar agreements with Meta Platforms and Anthropic. Cloud sales are estimated to grow at a similar 64% pace.”
Read article -
Markets Insider · Published 19 Jul 2026
‘This is a Must,’ Says Top Investor About Alphabet Stock
In coverage record: 20 Jul 2026
“Google Cloud's revenue grew by 63% last quarter to reach $20 billion, while the company's backlog nearly doubled sequentially to surpass $460 billion. A booming cloud computing revenue growth rate will confirm the AI build-out thesis and convey an all-is-well message to investors.”
Read article -
Fortune · Published 16 Jul 2026
Buffett says AI giants are 'playing a game they don't want to play' to compete in the AI race
In coverage record: 17 Jul 2026
“Buffett explained Google is 'more likely to be a winner based on the record than probably 90% or 95% of what gets merchandised through Wall Street'—a rare vote of confidence in a company doubling its AI spending up to $185 billion on AI.”
Read article -
Benzinga · Published 16 Jul 2026
Google Stock News: Analyst Predicts Massive 70% Cloud Growth Ahead of Earnings
In coverage record: 17 Jul 2026
“Alphabet remains well positioned for outsized growth and Cloud margin upside because of its AI assets across models, silicon, consumer distribution and enterprise distribution.”
Read article -
Engadget · Published 8 Jul 2026
Google Announces New 'Video Remix' Feature Its For AI Subscribers
In coverage record: 9 Jul 2026
“Video Remix is rolling out to Google AI Plus, Pro and Ultra subscribers in the US and select countries starting today.”
Read article -
TechCrunch · Published 4 Jul 2026
New Google commercial imagines a Declaration of Independence written with help from AI
In coverage record: 5 Jul 2026
“The fictionalized founders use Google's 'help me visualize' AI tool to try out different animals on the national seal, Gemini takes notes on the meeting, and the founders also ask the chatbot for advice before declining King George III's document access request.”
Read article -
Times of India · Published 20 Jun 2026
Amazon, Google and Microsoft agree Anthropic is ahead but why they are not bothered
In coverage record: 21 Jun 2026
“Pichai remains confident that Google will quickly catch up using internal usage data and upcoming model iterations. Google is not alarmed by Anthropic's current lead because its own models remain at the absolute frontier for broader general intelligence features, including reasoning, text processing, voice, audio, and multimodality. Pichai also said that the gap in automated programming is only a temporary bottleneck, as AI development is a dynamic process.”
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Markets Insider · Published 25 May 2026
Google Made a Bigger AI Push with Gemini Spark. Alphabet (GOOG) Looks Stronger for It
In coverage record: 26 May 2026
“Following the I/O event last week, Bank of America (BAC) Securities Analyst Justin Post commented that Google is well-positioned to lead the next phase of consumer AI adoption.”
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Barchart · Published 19 May 2026
Dear Google Stock Fans, Mark Your Calendars for May 19
In coverage record: 20 May 2026
“Investors are increasingly confident that Google's AI investments are being translated into monetization opportunities rather than defensive spending against competitors.”
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Finbold · Published 17 May 2026
Analyst updates Google stock price target
In coverage record: 18 May 2026
“Notably, Google Cloud has emerged as a standout performer, delivering robust revenue growth and a rapidly expanding backlog fueled by demand for AI infrastructure and enterprise solutions.”
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Forbes · Published 15 May 2026
Is Google Stock The New Alpha?
In coverage record: 15 May 2026
“The market has shifted Google’s perception from a mature advertising service to a leading infrastructure provider for the era of artificial intelligence, effectively rewarding it with a premium for sustainable future growth beyond immediate cash flow.”
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Barchart · Published 9 May 2026
Google Stock Could Rally as the Company Builds OpenClaw Competitor Remy. How to Play GOOGL Here.
In coverage record: 9 May 2026
“If Remy successfully leverages Google’s deep integration across Search, Gmail, Maps, and Android, it could not only neutralize emerging threats like OpenClaw but also unlock a new monetization frontier.”
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Finbold · Published 4 May 2026
Analysts revise Google stock price target
In coverage record: 4 May 2026
“Alphabet’s momentum has been driven by the integration of artificial intelligence (AI) across its broader ecosystem, while Waymo is adding further support beyond advertising and cloud computing.”
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The Irish Times · Published 30 Apr 2026
Google outpaces rivals as Big Tech’s AI spending plans rise to $725bn
In coverage record: 30 Apr 2026
“Google gained market share against its rivals in the highly competitive $500 billion cloud computing market.”
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WTOP · Published 29 Apr 2026
quarter profit soars as Google’s big AI bets help push stock to new highs
In coverage record: 29 Apr 2026
“Google’s fastest growing division remains its Cloud division, which has been riding the AI boom to sell more products and services to corporate customers and government agencies.”
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U.S. News & World Report · Published 29 Apr 2026
Alphabet's First-Quarter Profit Soars as Google's Big AI Bets Help Push Stock to New Highs
In coverage record: 29 Apr 2026
“Google Cloud’s revenue surged 63% from last year to $20 billion.”
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Markets Insider · Published 25 Apr 2026
Ahead of Q1 Earnings on April 29, Let’s Look at Who Owns Alphabet Stock (GOOGL)
In coverage record: 25 Apr 2026
“GOOGL stock has risen 116% over the past year, driven by the strength in the company’s cloud business, demand for its TPU (tensor processing unit) chips, and strategic AI deals.”
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International Business Times · Published 25 Apr 2026
Cloud Titans Battle 2026: Microsoft Azure vs AWS vs Google Cloud - Which Stock to Buy?
In coverage record: 25 Apr 2026
“Growth-oriented investors may tilt toward Google Cloud's momentum. Google offers pure-play AI upside at a smaller base.”
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Finbold · Published 20 Apr 2026
Wall Street analyst updates Google stock price target
In coverage record: 20 Apr 2026
“Patterson noted that accelerating cloud growth, coupled with steady expansion in core search revenues, is expected to sustain double-digit growth and support higher profitability over the next several years.”
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Barchart · Published 15 Apr 2026
Dear Google Stock Fans, Mark Your Calendars for April 22
In coverage record: 15 Apr 2026
“Beyond earnings, several upcoming events, including Google Cloud Next (April 22-24) and Google I/O (May 19-20), are identified as key catalysts. These milestones are expected to showcase Alphabet's AI leadership and partnership-driven growth.”
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Finbold · Published 27 Mar 2026
Wall Street predicts Google stock price for next 12 months
In coverage record: 27 Mar 2026
“Morgan Stanley also expressed optimism regarding Google stock, primarily due to Waymo. Specifically, the investment bank maintained an 'Overweight' rating, with a $330 price target, citing stronger-than-expected scaling metrics and a favorable industry outlook.”
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Seeking Alpha · Published 6 Mar 2026
Alphabet Stock: Apple AI Deal Is The Biggest Blind Spot (NASDAQ:GOOGL)
In coverage record: 6 Mar 2026
“Waymo's valuation surge and rapid geographic expansion underscore Google's leadership in real-world AI, while the core digital advertising business continues generating robust cash flows.”
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