GOOGL call timeline

Cathie Wood’s Ark Invest made a major portfolio shift Wednesday, buying roughly $28.1 million of Meta ($META) while selling about $27.9 million of Alphabet ($GOOGL). Ark purchased 38,304 Meta shares through ARKK and another 4,787 shares through ARKW. The buying came with Meta https://t.co/Xqnx0cgYk7

$GOOGL CLOUD AND ACCENTURE LAUNCH 1,000-ENGINEER GEMINI AI DEPLOYMENT GROUP Google Cloud will train up to 1,000 Accenture forward-deployed engineers to work directly with customers on-site and build AI applications using Gemini Enterprise. The new group is focused on helping https://t.co/O4tXPC6W55

STONKS REVEALED 📈 Today's mystery stocks were $GOOGL, $CRCL and $INTC. Congrats to our winners: @Hung02091997, @angus91426, @maxwell_sa97497, @ghosttitan76, @andrewD19891, @Lee_C_J0610, @btc240 Winners — DM us your BNB Chain wallet address by 28 Aug, 15:59 UTC to claim your https://t.co/tEsTgXusVw

The 10-year Treasury now pays more income than 118 U.S. companies worth over $100B, including Apple ($AAPL), Nvidia ($NVDA), Alphabet ($GOOGL) and Broadcom ($AVGO). Liz Ann Sonders (@LizAnnSonders) says only 3.85% of S&P 500 stocks now yield more.

Amazon ($AMZN) is taking Prime Air to nearly 500 U.S. cities and towns by the end of 2026. The drone delivery race is heating up, with Alphabet’s Wing ($GOOGL), Walmart ($WMT), DoorDash ($DASH) and Zipline all fighting for the same market.

Google $GOOGL went public 22 years ago today Google went public at a $23 Billion valuation and now today its worth $4.2 Trillion There is a 92% chance that Google ends this month as the 3RD LARGST COMPNAY IN THE WORLD https://t.co/u5mj1WDcbZ

19 OF THE 20 BIGGEST FUNDS ON WALL STREET OWN GOOGLE $GOOGL. ONLY 9 OF THEM OWN APPLE $AAPL Funds holding each name as of June 30: - Google $GOOGL: 19 of 20 - Amazon $AMZN: 17 of 20 - Meta $META: 14 of 20 - Microsoft $MSFT: 11 of 20 - Apple $AAPL: 9 of 20 Google also drew the https://t.co/OFtgHsqqwp

David Tepper’s Appaloosa cut Micron ($MU) by 41% and exited SanDisk ($SNDK) in Q2, reducing exposure before the memory selloff. At the same time, the fund loaded up on Amazon ($AMZN), Meta ($META), Alphabet ($GOOGL) and a new Apple ($AAPL) stake.

BERKSHIRE BOUGHT 48.1 MILLION SHARES OF GOOGLE LAST QUARTER. TIGER GLOBAL SOLD 4.8 MILLION IN THE SAME 13 WEEKS Berkshire's combined Class A and Class C position went from $16.63B to $37.76B, up 127%, which makes Google $GOOGL its third-largest holding behind Apple and American https://t.co/2NMsQy2rnN

DANIEL LOEB AND THIRD POINTS JUST UPDATED ITS $4.6 BILLION PORTFOLIO This is everything Loeb owned as of the end of Q2 - Warner Bros Discovery $WBD: 20,000,000 shares, $533.2M - Amazon $AMZN: 1,750,000 shares, $417.1M - Google $GOOGL: 1,025,000 shares, $366.3M - CRH $CRH: https://t.co/2OFaTWMbMr

Google $GOOGL CEO Sundar Pichai posted this today: “One of the most important updates coming out of Made by Google today is our new sign-to-text feature in Gboard & Live Transcribe.” https://t.co/hXY0UHK31L

Big Tech's AI spending is rising to levels rarely seen in modern history: Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, are estimated to increase CapEx by +1.0 percentage point of US GDP in 2026, to a record 2.4%. That compares with 1.0% of https://t.co/UYIJHra6h3

Corporate America’s earnings machine looks the strongest in 5 years. S&P 500 earnings are tracking 50.4% growth, with $SPY at 20x forward earnings. But Alphabet ($GOOGL) and Amazon ($AMZN) gains are doing a lot of the heavy lifting. https://t.co/9ukBhXvmpK

The WOLF Financial AI Flagship fund on Autopilot is up by 24.8% so far in 2026 Here is what's in the fund 16.6% Nvidia $NVDA 14.5% Google $GOOGL 10.2% Meta Platforms $META 7.6% Taiwan Semi $TSM 7.3% Tesla $TSLA 6.6% Palantir $PLTR 5.9% $AMD 5.7% Nebius $NBIS 5.7% Micron https://t.co/e5gk6NzmK9

I JUST ADDED SANDISK $SNDK STOCK TO THE WOLF FLAGSHIP AI PORTFOLIO ON AUTOPILOT Sandisk now represents 3.84% of the portfolio The top 5 largest holdings in the portfolio include Nvidia $NVDA 16.4% weighting Google $GOOGL: 14.6% Meta Platforms $META 10.2% Taiwan Semi $TSM: 7.7% Here is the link to the portfolio where you can see everything and even invest alongside the portfolio if you want https://marketplace.joinautopilot.com/landing/8/700247?referrer=WOLF

Jim Cramer urged investors to view SpaceX ($SPCX) as a multigenerational investment rather than judge it by one earnings report or a short-term stock decline. He compared the company to 100-year railroad bonds that eventually rewarded patient holders. Cramer said investors should consider what SpaceX could become over several decades. He pointed to future opportunities in lunar exploration, orbital infrastructure and solar-powered data centers supporting growing artificial intelligence demand. SpaceX shares fell 13.61% Wednesday after the company reported its first quarterly results since go

$GOOGL jumbo bond sale draws ~$115B in investor demand 👀

Google $GOOGL and Square $XYZ just announced an expanded partnership "bringing U.S. food and beverage (F&B) sellers into Ask Maps, a conversational AI experience within Google Maps where customers discover restaurants and place orders simply by asking questions" https://t.co/B5suARWAbw

$GOOGL launches a 10-part bond sale seeking up to $25B which matches the amount $AMZN raised last month. Alphabet has now tapped debt markets three times since November as it expands investment across AI and infrastructure. https://t.co/f9DJHqi3hP

Google $GOOGL is reportedly looking to raise as much as $25 Billion by selling debt

GOOGLE $GOOGL IS PLANNING TO RAISE MONEY BY SELLING DEBT Google has tarted marketing a US investment-grade bond offering. Google will reportedly sell the notes in as many as 10 parts with maturities ranging from two to 40 years Initial price talk for the longest-tenored tranche is a premium of about 1.55% above Treasuries - Bloomberg

GOOGLE-PARENT ALPHABET $GOOGL KICKS OFF 10-PART US DOLLAR INVESTMENT-GRADE BOND SALE https://t.co/S7LDci0PfN

I aim to have this much aura one day. $GOOGL

ALPHABET $GOOGL SHARES FALL 4% AS AI PIONEER JEFF DEAN EXITS IN MAJOR SHAKEUP https://t.co/3NtazGkvXg

$GOOGL has nearly every AI advantage imaginable from TPUs and compute to data, capital and global distribution but four foundational researchers are leaving together to regain the freedom they once had inside the company. I also don’t want to hear that Google somehow benefits because it invested in Discovery Loop and will serve as its compute provider since those moves soften the blow by preserving both ownership and infrastructure upside but they don't solve the underlying problem. I still believe Google remains an AI powerhouse but these departures in 2026 suggest that bureaucracy and inte

Alphabet shares are trading lower following a report suggesting that longtime Google chief scientist Jeff Dean is leaving the company to launch an AI startup focused on scientific discovery alongside three other veteran Google scientists. $GOOGL

$GOOGL falls nearly 5% after DeepMind CEO Demis Hassabis announces plans to step down 😳 https://t.co/VRPT7JwgoH

Google $GOOGL stock is now down by 5% so far today 🔴 https://t.co/BGYDPxpTXM

$GOOGL overhauls its AI leadership as Demis Hassabis steps away from day-to-day management of DeepMind to become Chairman and Chief Scientist. Separately, Jeff Dean (one of Google’s earliest employees and a key architect of its AI strategy for 15 years) is leaving to launch an AI startup.

Some big changes were just announced at Google's $GOOGL internal AI division DeepMind Google DeepMind CEO Demis Hassabis will be leaving his day to day role as CEO and will become the Chairman of Google DeepMind - Bloomberg Separately, Google's Chief Scientist Jeff Dean, one of Google’s earliest employees and an architect of its artificial-intelligence strategy for the past 15 years, is leaving the company to launch an AI startup focused on scientific discovery - WSJ

GOOGLE IS BACK TO BEING THE 2ND LARGEST COMPANY IN THE WORLD Google $GOOGL closed yesterday with a larger market cap than Apple $AAPL making it the 2nd largest company in the world behind only Nvidia https://t.co/QhIZyf7oBT

Anthropic confirms it is building an in-house silicon team to design custom chips that make Claude faster and more efficient at scale. The company will co-design hardware and models while keeping $AMZN, $GOOGL, $NVDA and $AMD central to its multi-chip strategy. https://t.co/32gEZX3kn5

$GOOGL is in talks for a $1.5B deal with AI coding startup Mechanize to strengthen model evaluation and close its coding gap with OpenAI and Anthropic. Google would hire key talent and license the technology rather than buy the company outright. https://t.co/h4wus91W3V

JUST IN: Anthropic exploring $36 billion debt package on top of previous $35 billion package to finance use of $GOOGL chips. https://t.co/BARZcPwcIE

Heading into the market open, stocks that have our attention today... $GOOGL $SPOT $RDDT $TSLA $UBER ... https://t.co/fVQnGo4YV0

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Palantir $PLTR reported Q2 2026 revenue of $1.94B, up 93% YoY, with U.S. revenue surging 115% to $1.57B. U.S. commercial revenue jumped 149% to $764M, U.S. government revenue rose 90% to $809M, GAAP net income climbed 324% to $1.06B with a 55% margin, and adjusted free cash flow reached $1.22B with a 63% margin. The company posted a Rule of 40 score of 155%, $3.4B in TCV, $2.1B in U.S. commercial TCV, $6.2B in U.S. commercial RDV, ended the quarter with $9.2B in cash, and raised FY guidance to $8.15B, implying 82% Yo

$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenu

Google parent Alphabet ($GOOGL) just posted negative quarterly free cash flow for the first time on record. AI infrastructure spending is now outrunning one of the strongest cash engines in tech. The AI race is getting expensive. https://t.co/ffy2j0JZ9t

$GOOGL signed a 15-year deal to purchase all power from RWE’s 155 MW Crooked Creek solar project in Oklahoma. Construction begins later this year with operations expected in 2028 to support Google’s expanding regional infrastructure. https://t.co/C6OPxbNAPL

RT @StockSavvyShay: $GOOGL could build a $50B annual TPU-as-a-service business by 2028. Barclays estimates external TPU sales could gener…

Last wk S&P/Nas/Mag7 +1.0%/+1.6%/+4.7%. The forced asset sale by Situational Awareness helped drive a sharp rally on 7/30. On 7/29, I wrote, “From a technical standpoint, I believe forced liquidations and margin calls in both retail accounts and hedge funds that typically run with leverage over the past couple of weeks is leading to a technical bottom… In summary, my view is that we could have seen at least a short-term bottom today with a strong rally ahead of us in the sectors most caught in the latest speedbump.” On Thursday 7/30, the Morgan Stanley TMT (Tech Media and Telecom) Momentum I

$GOOGL just delivered the most profitable quarter in corporate history and its first above $100B in net income helped by gains from its $SPCX and Anthropic investments. I still believe Google should invest aggressively as backlog nearly 5x to $514B but limited data center and chip capacity is preventing it from fulfilling that demand today. The market paused because record profits came alongside negative FCF but once investors digest the scale and speed of the buildout required to unlock that backlog then I do believe the stock gets rewarded again.

a big account just started posting about $GOOGL. I scanned it before you click. ▸ Engagement so far — 3057 @ewhispers (566,618 followers, MEGA tier) is posting about $GOOGL. "#earnings for the week of February 3, 2025 $PLTR $AMD $AMZN $GOOGL $PYPL $UBER $F $SNAP $QCOM $SPOT $DIS $ARM $LLY $CMG $SYM $KD $PFE $ENPH $RBLX $ELF $REGN $NET $NVO $AFRM $AMSC $PEP $PTON $FTN" Their post: https://x.com/ewhispers/status/1885334962187976704 Big accounts move these charts in minutes. The question is never who called it — it's whether the contract behind the call holds up. That part's in the report. CA:

$GOOGL could build a $50B annual TPU-as-a-service business by 2028. Barclays estimates external TPU sales could generate ~$22B in revenue per gigawatt at a 25% gross margin by then while opening a major new revenue pool for $AVGO. At just over 2 GW of deployments, Google would turn TPUs from an internal cloud advantage into a standalone merchant compute platform.

4 American 🇺🇸 companies saw their market caps increase by more than $100 Billion on Friday +$388B - Amazon $AMZN +$281B - Google $GOOGL +$138B - Nvida $NVDA +$101B - Microsoft $MSFT https://t.co/NuLwMbS25A

TRADING ENDS FOR THE MONTH OF JULY. - Momentum has its worth month in 20 years but gets a slight recovery in the last two days - One of the largest AI funds lost 67% of its value in July after being 4x levered on $45b of assets but still is +80% YTD after Citadel buys their book - The Fed didn't hike rates - $AMZN $GOOGL and $MSFT proved that AI is bringing an ROI with their cloud businesses and are only going to increase capex - Financials, insurance, energy, and healthcare have a great month - Oil spikes 15% due to Iran war fears - The South Korean KOSPI Index ends -20% for the mont

$GOOGL UP NEARLY 5% TODAY https://t.co/GY1qLsSEj5

Google $GOOGL stock is now up by 5% so far today 🟢 https://t.co/9K8D0gCLFt

$RDDT is down nearly 23% after management acknowledged continued pressure on logged-out search traffic despite remaining confident in long-term user growth. The company also sees more potential buyers for its data beyond $GOOGL and OpenAI. https://t.co/fDSikE3vPD

The hyperscalers combined to spend $165 Billion on CAPEX this past quarter up from $52.9B in the same quarter 2 years ago $54.2B - Amazon $AMZN $44.9B - Google $GOOGL $35.8B - Microsoft $MSFT $30.1B - Meta Platforms $META https://t.co/4LWe5HC9b8

AI may be the first major workload where better models create even more compute demand: • $AMZN AWS at a $169B run rate +37% YoY • $MSFT Azure at a $124B run rate +43% YoY • $GOOGL Cloud at a $99B run rate +82% YoY Cloud giants are getting bigger and faster at same time. https://t.co/l78Kxn3OTt

The four largest hyperscalers are expected to spend ~$725 billion on CAPEX in 2026, up ~77% from last year per my partners below Amazon $AMZN $200B - $220B Microsoft $MSFT ~$175B Meta Platforms $META $130B - $145B Google $GOOGL $195B - $205B

This is what ChatGPT's portfolio currently looks like in the Rallies AI Stock Market Arena $29.9K of Google $GOOGL $21.3K of Leidos $LDOS $18.2K of Visa $V $16.5K of Amphenol $APH $15.7K of Exxon Mobil $XOM $14.9K of Progressive $PGR $14.8K of Credo $CRDO $14.5K of Cigna $CI $10.6K of JPMorgan $JPM $5.6K of Nebius $NBIS $4.7K of Available cash

Mark Zuckerberg says personal AI agents could become a massive consumer market, eventually helping billions of people manage their lives. Speaking on Meta’s ($META) second-quarter earnings call, he called the rise of personal AI agents “almost inevitable” over the next five years. Zuckerberg said coding agents have become the first major agentic AI market because developers are more comfortable testing advanced tools. But for consumer AI agents to reach billions of people, he said they need to work smoothly without complicated setup or troubleshooting. His vision is for AI agents that unders

JUST IN: $GOOGL launches Gemini Robotics ER 2. https://t.co/jnCty4LhIh

Google $GOOGL DeepMind just posted this: “One brain. For any robot. We’re launching Gemini Robotics 2: our next-generation physical AI bringing full body intelligence to humanoids, advanced dexterity, multi-robot teamwork and more.” https://t.co/mQhJBvBe0a

Google $GOOGL has now bought back $0 worth of its own stock for the second quarter in a row During Q2 Google spent almost $45 Billion on CAPEX and $0 on share buybacks. Credit to my partners below for the graphic https://t.co/uw3rifYFId

Warren Buffett Says Alphabet Is More Likely to Win Than 95% of Wall Street - But Adds 'I Don't Like It as Well as' Coca-Cola and 4 Others Warren Buffett offered a measured endorsement of Alphabet ($GOOGL), telling CNBC the company is more likely to be a winner than 90% to 95% of what Wall Street markets, even as he ranks it below several other businesses he owns. Buffett was candid about his preferences, saying, 'I don't like it as well as at least four or five other businesses' in Berkshire Hathaway's ($BRK.B) portfolio. He specifically contrasted Alphabet with lower-capital businesses like

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YOUTUBE TV AND PEACOCK JUST SIGNED A NEW DEAL Google $GOOGL owned YouTube TV and Comcast $CMCSA owned Peacock just announced a new deal that will see All of Peacock's content including live sports will be available to YouTube Premium subscribers in the U.S. starting early next year - CNBC

HYPERSCALER CAPEX IS SET TO HIT $1.4 TRILLION IN 2028 This is what the 5 of the largest spenders on the AI data center buildout are combined expected to spend 2025: $426B 2026E: roughly $600B+ 2027E: roughly $1.0T+ 2028E: $1.4T Per Morgan Stanley via my partners at Leverage Shares, combined capex from Alphabet $GOOGL, Amazon $AMZN, Microsoft $MSFT, Meta $META, and SpaceX is projected to climb up to $1.4 Trillion

RT @WatcherGuru: JUST IN: Google $GOOGL surpasses $4 trillion market capitalization again. https://t.co/ASTk1a25ir

Google $GOOGL just climbed back over a $4 Trillion market cap https://t.co/B5NxpjzJXQ

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Google $GOOGL owned Waymo vehicles have reportedly received $9,325 in parking tickets in the Austin, Texas area following its launch in 2024 - Bloomberg https://t.co/V7cLBTLb50

Awesome that @JensenHuang is now on X. Great commentary on Openweights. Interesting that $META & $MSFT (owns ~27% OpenAI) is in the list of logos but OpenAI, Anthropic & the two other big public cloud hyperscalers, $AMZN & $GOOGL are not. Seems like battle lines have been drawn.

$GOOGL: Implied CY26 ROIC worse given capex raised 8% but EPS slightly higher at best given higher rev & expense. Positives: $2.7B rev beat; GCP rev +63% y/y in Q1 & +82% in Q2; Cloud backlog +11% q/q. Negatives: “only” $380M OpInc beat, $150M miss in search rev, $6B FCF burn. These Google earnings are about to put to the test my thoughts that I ended my post with this past Sunday. “I believe it is prudent to start adding back some exposure in the AI related infrastructure names. But I believe this needs to be balanced with prudence at the public cloud layer…” Will the semis (the tip of the s

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Alphabet $GOOGL delivered a massive Q2 2026, with revenue up 24% YoY to $119.8B and operating income rising 30% YoY to $40.8B. Search revenue grew 17% YoY to $63.3B, while Google Cloud had its fastest growth quarter ever, surging 82% YoY to $24.8B and producing $8.8B of operating income. Net income jumped 298% YoY to $112.1B. On the AI side, the Gemini app reached 950M monthly active users, and Gemini models are now processing 22B API tokens per minute. The one major drag was free cash flow, which turned negative at

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Google $GOOGL is developing a new AI chip that could run Gemini models 6x to 10x more efficiently than its latest TPUs, per The Information. The chip, internally called “Frozen v2,” would bake parts of Gemini’s architecture directly into silicon, reducing data movement and simplifying inference decisions. Google is targeting deployment as early as 2028 to help ease its AI compute shortage, though the design would trade flexibility for major gains in speed and power efficiency. 2. Microsoft $MSFT is expanding its par

Last wk, S&P/Nas/Mag7 were +1.2%/+1.7%/+4.0% despite oil +4% & bond ylds +7bps on Iran flare-up. 2 days remain during this seasonally favorable time from the last 3 trading days of June through first 9 days of July. Earning season starts w/ big banks on Tuesday. As I first posted about on June 28th and reiterated on July 5th, the seasonality is historically very favorable from the last three trading days of June through the first nine trading days of July during which the S&P/Nasdaq have advanced 1.6%/2.5% and been up 78% of the time since 1985. The S&P/Nasdaq is up 3.0%/3.6% during the first

As discussed on @CNBC this morning, I expected a near-term “speed bump” in my Saturday post. Did we hit the edge of it today? Did the $SPCX (down 16% today) $20B bond offering and signing of Reflection AI remind investors there is another hyperscale competitor now that also needs funding? Did investors get spooked that the $MSFT CEO on Sunday in the WSJ was considering diversifying its ecosystem? In later media reports this seemed to include potentially hosting the much cheaper DeepSeek models given the rapidly escalating AI bills for customers. Did Nobel prize winner John Jumper leaving $GOOG

$GOOGL IS NOW THE MOST PROFITABLE COMPANY IN THE WORLD WITH $116B IN ANNUAL NET INCOME https://t.co/bbEbLgpTp6