Alphabet Inc - Class A NASDAQ:GOOGL Price, Chart, News & Insight

Alphabet Hits Intraday Record as Cloud Growth Stuns Wall Street

Alphabet shares hit intraday record highs on April 30 after Q1 2026 revenue came in at $109.9 billion, up 22% year-over-year, beating the $107.2 billion consensus and marking the company's 11th consecutive quarter of double-digit growth. (CNBC)

The standout was Google Cloud. Cloud revenues surged 63% to $20 billion, crushing the $18.05 billion estimate, with backlog nearly doubling quarter-on-quarter to over $460 billion. Search revenue rose 19% to $60.4 billion as queries hit an all-time high. Gemini Enterprise paid users grew 40% quarter-on-quarter, and total paid subscriptions reached 350 million. (The Motley Fool)

Operating margin expanded two percentage points to 36.1%, putting Alphabet in a rare position of accelerating growth and expanding margins simultaneously. The company raised its 2026 capex guidance to $180 to $190 billion, but unlike Meta, markets are rewarding the spend given the Cloud results that accompanied it. (The Motley Fool, CNBC)

Goldman Sachs reiterated a Buy with a $400 price target. (Investing*com)

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WS Investor 04-30-26

Alphabet Q3 2025: First-Ever $100 Billion Quarter Driven by Broad AI and Cloud Growth

Alphabet Inc. (NASDAQ: GOOG, GOOGL) reported record third-quarter 2025 results, with revenue rising 16% year-over-year to $102.3 billion, marking the company’s first-ever quarter above the $100 billion threshold. Growth was broad-based, with Google Search, YouTube ads, Google Cloud, and subscriptions all posting double-digit increases.

Google Services revenue climbed 14% to $87.1 billion, reflecting strong gains in Search, YouTube, and device sales. Google Cloud revenue surged 34% to $15.2 billion, led by robust demand for AI infrastructure and generative AI solutions on the Google Cloud Platform.

Operating income increased 9%, with a 30.5% margin. Excluding the $3.5 billion European Commission fine, operating income rose 22%, with margins improving to 33.9%. Other income showed a $12.8 billion net gain from unrealized equity investment gains, lifting net income by 33% to $2.87 per share, up 35% year-over-year.

CEO Sundar Pichai credited the company’s “full stack AI strategy” for driving momentum, citing rapid adoption of Gemini models and new AI-powered Search features. The Gemini App surpassed 650 million monthly active users, while Google Cloud ended the quarter with a $155 billion backlog. Alphabet now expects 2025 capital expenditures between $91 billion and $93 billion to meet growing AI and data infrastructure demand.

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The Investor 10-29-25

Google and PayPal announced a multiyear strategic partnership to advance digital commerce by combining PayPal’s global payments infrastructure with Google’s AI expertise. The collaboration will integrate PayPal solutions across Google products, expand PayPal’s role in payment processing for Google platforms, and leverage Google Cloud to modernize PayPal’s technology stack. The partnership also focuses on developing new AI-driven shopping and “agentic commerce” experiences, aiming to set industry standards for secure, seamless, next-generation digital transactions.

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The Investor 09-18-25

Google Search Isn’t Dead, It Just Smells Funny - Fat Tail Daily

The question isn't whether this disruption will happen, but whether you're positioned to profit from it.

(daily.fattail.com.au)

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The Investor 05-25-25

Warby Parker and Google Partner to Create AI-Powered Smart Glasses

Warby Parker (NYSE: WRBY) announced a new partnership with Google to develop intelligent eyewear powered by multimodal AI, designed for all-day wear. The collaboration marks the first eyewear initiative for Google’s Android XR platform.

The planned smart glasses will combine Warby Parker’s design expertise with Google’s advanced tech ecosystem. Launch of the first product line is expected after 2025 and will include prescription and non-prescription options.

Google has committed up to $150 million to the partnership: $75 million toward product development and commercialization, and up to $75 million in equity investment, subject to milestone achievements.
This initiative aims to bring enhanced real-time contextual awareness to users through AI, furthering Warby Parker’s vision of blending design, accessibility, and innovation.

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WS Investor 05-21-25

Top Stock Market Highlights of the Week: US Federal Reserve, Alphabet and Warren Buffett - The Smart Investor

We look at the latest US central bank’s interest rate decision and how Apple intends to compete with Google.

(thesmartinvestor.com.sg)

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The Investor 05-10-25

Alphabet Inc. Reports Strong Q1 2025 Results

Mountain View, Calif. Alphabet Inc. (NASDAQ: GOOG, GOOGL) reported Q1 2025 revenues of $90.2 billion, a 12% increase year-over-year. Google Services grew 10% to $77.3 billion, while Google Cloud saw a 28% increase, reaching $12.3 billion. Net income surged 46% to $34.5 billion, and EPS increased 49% to $2.81.

Alphabet declared a 5% dividend increase, bringing the quarterly cash dividend to $0.21 per share. The company also authorized a $70 billion stock repurchase program.

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ME NEWS 04-25-25

Alphabet Inc. (NASDAQ: GOOG, GOOGL) will hold its quarterly conference call to discuss first quarter 2025 financial results on Thursday, April 24, at 1:30pm Pacific Time (4:30pm Eastern Time).

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Global Finance News 04-15-25

NVIDIA and Google Cloud Partner to Bring Agentic AI On-Premises for Enterprises

NVIDIA announced a collaboration with Google Cloud to make Google’s Gemini AI models available on premises through Google Distributed Cloud, powered by NVIDIA’s Blackwell HGX and DGX platforms with Confidential Computing. This move brings secure, high-performance agentic AI reasoning to enterprises that need to comply with strict data privacy and sovereignty requirements.

With NVIDIA Confidential Computing, enterprises can protect both sensitive user prompts and fine-tuning data, ensuring they are not accessible or alterable. At the same time, model providers can prevent unauthorized tampering, creating a dual-layer security solution.

Agentic AI, which enables systems to autonomously reason and adapt in dynamic environments, is reshaping industries. Examples include IT support systems that not only identify issues but also resolve them, and financial systems that autonomously respond to fraud risks in real time.

Until now, strict security constraints kept many organizations from using such powerful models on premises. The integration of Gemini models with the NVIDIA Blackwell platform addresses that gap, offering a breakthrough in both performance and compliance.

NVIDIA and Google Cloud are also enhancing deployment observability and scalability through tools like the new GKE Inference Gateway and NVIDIA NeMo Guardrails. Further, NVIDIA Dynamo will soon offer better oversight for agentic AI workloads across distributed environments.

Learn more by exploring sessions and demos from NVIDIA at Google Cloud Next 2025.

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Global Finance News 04-09-25

Intuit Teams Up with Google Cloud to Streamline Tax Prep for TurboTax Users Using AI

At Google Cloud Next '25 in Las Vegas, Intuit announced a new partnership with Google Cloud aimed at simplifying tax preparation for millions of TurboTax users this tax season. Leveraging Google Cloud’s Document AI and Gemini models, Intuit is expanding its done-for-you autofill capabilities for the ten most common tax forms, including complex 1099 and 1040 schedules.

Intuit’s Generative AI Operating System (GenOS) integrates Google’s AI technology with its own financial language models and proprietary tax engine to reduce manual data entry, boost accuracy, and improve the user experience. The update enhances the platform’s ability to handle forms like 1099-B for investments and crypto, automatically extracting and populating data from various document formats.

Intuit CTO Alex Balazs highlighted the collaboration’s success in delivering on TurboTax’s promise of simplifying tax filing. Google Cloud CEO Thomas Kurian emphasized the real-world impact of AI, noting how it helps make tax filing more accessible and less prone to error.

This AI-driven integration builds on TurboTax’s ability to support self-filers and those seeking assistance through TurboTax Live services, while maintaining seamless experiences across Intuit products such as Credit Karma and QuickBooks.

For more information, visit [intuit.com](https://www.intuit.com).

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Global Finance News 04-09-25

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Google Search Isn’t Dead, It Just Smells Funny - Fat Tail Daily

Top Stock Market Highlights of the Week: US Federal Reserve, Alphabet and Warren Buffett - The Smart Investor

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