GOOGL Ticker Curator

Nebius (NBIS) shines with explosive AI growth:

• Q4 2025 revenue +830% YoY, EBITDA positive at 24% margins.
• 2026 revenue guide $3-3.4B, but $16-20B...

Alphabet, Amazon, and Meta have each turned to bond markets to raise tens of billions for massive investments, potentially scaling to hundreds of billions each. Key funding signal for investors.

Key Q4 highlights: Revenue hit $113.83B (beat), EPS $2.82 (beat), Google Cloud up 48% YoY.

• Capex alarm: 2026 guidance $175-185B exceeds estimates,...

AI-fueled growth propels Google Cloud to 35.8% revenue jump to $58.71B in 2025 (14.6% of total).

• Backlog soars 55% to $240B; clientele doubles Q4...

Bullish targets contrast amid AI search tailwinds:

• 24/7 Wall St.: $356.77 target (17.6% upside from $303), optimistic $380.66
• Citizens (Boone):...

Hedge fund caution on Alphabet Class C:

• MIG Capital (Richard Merage) cuts position by 8,058 shares amid 2-6% weekly pullback.
• Stock up 72% yearly...

Alphabet Class C (GOOG) closed at $310.25 on the LSE Tuesday, 02/24/2026—key snapshot for traders tracking Alphabet moves.

Google is testing changes to search results to dodge an EU fine, facing penalties up to 10% of annual revenue if it fails to satisfy regulators. Key regulatory risk for GOOGL investors.

• Undervalued on cash flows: Stock at $312.9 vs. estimated future value of $345.03.
• Revenue growth A- grade: 15.09% YoY vs. sector 2.77% (+445%).
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Robust growth drivers: Revenues +18% YoY to $113.8B, net income +30% to $34.5B, beating expectations; Cloud surged 48% to $70B run-rate via Gemini...

Strategic energy commitments position Alphabet for AI leadership:

• Wells Fargo upgrade to Overweight (PT $354→$387); plans 35GW AI capacity by 2028,...

Key long-term financial wins underscore Alphabet's resilience through 2025:

• Revenue: $75B (2015) to >$400B (2025), >18% CAGR
• Operating income:...

Intrinsic Joins Google

• 🔥 Robotics Software Integration: Intrinsic, founded as an Alphabet Other Bet in 2021, is now joining Google as a...

Analyst Consensus: Buy with 61 Buy, 4 Overweight, 10 Hold ratings.

• Avg Price Target $379.15 from 75 analysts (high $443, low $273), implying ~21%...

• Q4 2025 beat: Revenue up 18% YoY, EPS $2.82 vs. $2.57 est; ads/cloud fueled 9.2% total growth, Cloud +48% to $17.7B.
• Stock context: 70%+ 12-month...

Alphabet leads with a 10-year TPU advantage and vertical integration from chips to Search/YouTube, outpacing MSFT's OpenAI partnership in Agentic AI....

Caisse Des Depots trimmed its Alphabet (GOOGL) stake by 1.9% in Q3, selling 2,655 shares to hold 136,525 shares valued at ~$33.19 million. Modest adjustment signals profit-taking potential for investors tracking institutions.

• Major disruption: ChatGPT's recent update has completely changed Google Ads, requiring eCommerce brands to overhaul strategies.
• No longer rewards...

Key progression in Waymo's push into Chicago:

• Vehicles spotted unloading on streets, confirmed by social media and local news.
• Waymo officially...

• GOOGL included in MAG7 AI/Cloud Charts trading review with AAPL, AMZN, MSFT, META, NVDA, TSLA
• Critical support/resistance targets for all MAG7...