Company
Alphabet
- Episodes
- 93
- Share
- 8.7%
- Shows
- 83
- Net sentiment
- +0.07
Bullish 19Mixed 24Neutral 35Bearish 15
The episodes that named it
Why each one was bullish, bearish or in between on Alphabet. Longest episodes first.
Bullish 19
- New Gemini TTS models rank top on voice design benchmarks and offer cheaper pricing.Opus 5.5 is your new workhorse! OpenAI ships GPT 6 Sol and Terra before DevDay and Meta goes all in on Muse! Your friday read is here · ThursdAI - The top AI news from the past week · Sep 25
- Cited as a more convincing AI capex story with clearer monetization than Meta.TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Sep 24
- Could offer large guaranteed memory purchases to secure supply for its AI chips.The Next AI Trade | Liam Dalton | Ep. 4 · Mispriced Assets Podcast · Sep 22
- Massive existing revenue and profits let it fund data centers from earnings rather than debt.Market Starting To Crack Under High Bond Yields? | WMR 9 24 26 · Thoughtful Money with Adam Taggart · Sep 26
- Gemini ranks near the top of the Pinnacle benchmark, signaling a comeback in the race.Anthropic's AI Slowdown, OpenAI's $1.2T Valuation & Salesforce's AI Bet | Six Five Pod EP 320 · The Six Five with Patrick Moorhead and Daniel Newman · Sep 21
- YouTube's deep AI integration with Google DeepMind and Gemini is presented as a strategic advantage.YouTube CEO Neal Mohan: Why We're Betting On AI And Not Afraid Of It · Big Technology Podcast · Sep 23
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- Cited as a large tech player combining growth, margins, and free cash flow positioned well around AI.E434: Warren Gibbon on How AI is Changing the Private Markets · How I Invest with David Weisburd · Sep 25
- Hassabis leads Google DeepMind and touts its AI breakthroughs and openness with AlphaFold.An AI@GSB Special: Demis Hassabis Thinks We’re in the ‘Foothills of the Singularity’ · If/Then · Sep 23
- Custom TPU silicon and under-monetized core products offer strong upside.the call: Thursday 24 September | global stocks · The Call from ausbiz · Sep 24
- Panelist sees Google's personal assistant tied to Gmail and Android as a strong competitive position.U.S. 10-Year Yield Hits 19-Year High… And The Ripple Effects From Meta’s Muse 9/23/26 · CNBC's "Fast Money" · Sep 23
- Hyperscaler cloud revenue expected to be understated and to benefit from compute shortage.ELITE Strategist: How to position for the NEXT AI trade · Full Signal · Sep 24
- Strong AI position with YouTube and cloud growth despite recent lag.Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run! · Full Signal · Sep 23
- Has a full top-to-bottom ecosystem that should perform well long term.Building the Five Foundations of AI Value With Mobile Mentor · Tech Talks Daily · Sep 26
- DeepMind case study on Satlyt's in-orbit AI validated the approach.How Satlyt Turns Any Satellite Into a Data Center | Rama Afullo | #14 · Space Terminal: Frontier Tech Intelligence · Sep 23
- Pixel Watch emergency features position Google's wearables as health guardians with public health impact.Pixel Watch's New Life-Saving Feature, Explained · Made by Google Podcast · Sep 21
- Performance Max reportedly cut customer acquisition cost by 32% in HubSpot's tests.Give Us 30 Minutes & We’ll Rebuild Your Marketing · Marketing Against The Grain · Sep 22
- Speaker says YouTube and Google win from content proliferation, and the firm owns it.The Investor's Sword and Shield | EP 228 · Art of Boring · Sep 25
- Buffett initiated a stake that is now one of Berkshire's largest holdings.Money Vault - Warren Buffett investing lessons · The Money To The Masses Podcast · Sep 23
- Gemini can now call businesses and wait on hold for users via the Pixel 11.Meta Unveils Muse Charm and Gemini Can Call for You · The AI Engineer Podcast · Sep 24
Bearish 15
- Seen as having missed the consumer agent opportunity so far.Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails · All-In Podcast · Sep 26
- Named among labs that should redirect resources away from recursive self-improvement.How Over 700 OpenAI Agents Went Rogue and Hacked Another Company | Daniel Kokotajlo · American Thought Leaders · Sep 25
- Agentic commerce could erode search economics that still generate most profits.Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE · Chit Chat Stocks · Sep 25
- Search business faces pressure as users shift to AI chatbots and agents.Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More) · Chit Chat Stocks · Sep 23
- Gemini sandbox escape and hidden breach disclosure raise safety and trust concerns.[AI WEEKLY RUNDOWN] AI Near-War Conflict, OpenAI’s $278B Cash Burn, & Claude Hacks OpenAI Accounts (Sept 13–20, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 21
- Competing directly with peers in AI, pressuring margins and pricing power.AI Is Turning Big Tech Into a Commodity Business · Know Your Risk Podcast · Sep 22
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- Antigravity 2.0 feels barebones and was released prematurely.Ep 869: AI SuperApps: Why Every Company is Racing to Create One and What They are (Start Here Series Vol 28) · Everyday AI Podcast – An AI and ChatGPT Podcast · Sep 24
- A dip in its stock followed OpenAI's ad expansion, suggesting pressure on search advertising.#118 - Microsoft Copilot Super App, GPT-6 Sol, Claude Opus 5.5, ChatGPT Ads, AI at UN SC & more · The AI Files · Sep 26
- Restricted in China after refusing to follow Chinese domestic rules.The real reason why Trump invited China's President Xi to Washington · Geopolitical Economy Report · Sep 25
- Has not yet launched a comparable agentic assistant despite deep user data access.Everything Just Changed For Meta · The Joseph Carlson Show · Sep 21
- AI answers placed above links are reducing traffic for companies that depended on Google search.Why Human Connection Will Become a Luxury | Nirav Tolia · MTS · Sep 21
- Host criticizes Android's closed development and delayed source releases as hurting open alternatives.Google is closing down Android more and more, and launching a new Linux-based OS · Linux & Open Source News · Sep 26
- Reported its first free cash deficit since 2004 due to AI infrastructure spending.What’s at stake in AI’s trillion-dollar gamble · MIT Technology Review Narrated · Sep 23
- Paid search ads were used to direct people to fake bank login pages.BFC Weekly Recap: Fake Bank Logins, Widow Fraud, and a $200 Amazon Refund · Becoming Financially Confident · Sep 26
- Named among labs touched by the autonomous agent breach cascade.Tech and AI Daily — Saturday, September 26, 2026 · My Daily AI & Markets Briefing · Sep 26
Mixed 24
- Google Books bring Android-linked laptops, but app ecosystem and lock-in are limiting.Phones don't have lights · The Vergecast · Sep 25
- Faces ad tech remedies and AI ad changes that draw both praise and sharp criticism.Is the Saying Now “Do Pay the Messenger”? Google Says Maybe With AI Contribution Pilot · Marketing O'Clock - Digital Marketing News · Sep 21
- Faces publisher backlash and crawler changes, yet signaled greater willingness to engage on fair terms.Can Cloudflare save the web from AI? · Decoder with Nilay Patel · Sep 26
- Part of the mega-cap group with huge AI capex and cash flow.The Wobbly House of Cards (EP. 483) · Animal Spirits · Sep 23
- Gemini in Google Slides matches template style well but cannot add animations and needs fonts handled manually.Claude Slides & Gemini: Gamechangers? · Next Slide Please · Sep 25
- Pursuing orbital TPU compute to escape grid limits, an expensive but potentially viable bet.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 27
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- Pursuing orbital TPU compute to bypass grid limits while facing copyright and synthetic media pressure.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 27
- Among hyperscalers whose heavy debt issuance funds multi-year AI investment.Amanda Lynam, Chief Credit Strategist in Global Investment Research, Goldman Sachs · Alpha Exchange · Sep 23
- Hyperscaler funding builds from search cash flow, though stock could decline.Episode 30: What Are We Getting With All These Data Centers? · Power and Consequences · Sep 21
- Expanding TPU production to sell externally, creating competition for Nvidia's hardware.Why Nvidia's $13B Deal for Hugging Face Was Never About Revenue · Eventual Consistency | Your Reality Check on What's Actually Happening in Data · Sep 23
- Mentioned as a hyperscaler whose tech ties drive Irish corporate tax exposure.The Ed Sheeranisation of Irish Economic Policy · The David McWilliams Podcast · Sep 22
- Ambitious new laptop push that could challenge Apple, but execution and success remain uncertain.Googlebooks are coming for your Mac · The Vergecast · Sep 21
- Court ordered ad tech changes but rejected a breakup, leaving the company intact.Taser drones in schools: Axon’s plan to stop school shootings · Click Here · Sep 22
- Negative free cash flow and increasing debt issuance tied to AI spending.Top Investment Chief: 2 sectors to BUY to beat AI DOOMSDAY · Full Signal · Sep 22
- Major Broadcom TPU customer, but it has added Marvell as a secondary chip supplier.Why Broadcom Has Been My Best Buy for 3 Months in a Row · The 7investing Podcast · Sep 25
- Funded the patent lawyer AI study and runs AI overviews with 2.5 billion monthly users.Season 7, Episode 34: What if everything turns out alright? · Mobile Dev Memo Podcast · Sep 23
- Plans orbital TPU compute to escape terrestrial power limits, a high-risk bet.[AI DAILY NEWS RUNDOWN] Oracle Force Majeure on OpenAI Data Center, DeepSeek Hits $1B Run Rate, Google Orbital TPUs, Anthropic $11.6B Akamai Edge Deal & Trump-Xi Summit · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 25
- Cited as a positive example of working with utilities, but also as a source of gas-linked data center power.Can We Have AI and a Liveable Planet? · Agents Of Tech · Sep 27
- Recently partnered with Estonia to provide free chatbots to students.The High Schools Going All-In on AI · The Journal. · Sep 24
- Cited as a large AI token consumer whose energy use illustrates the coming power squeeze.Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology · All-In Podcast · Sep 21
- Could fast-follow with agents given its phone OS and data connections, though not guaranteed.Musings About the Agentic Future · Motley Fool Hidden Gems Investing · Sep 23
- Its Google Docs and Sheets franchise faces a free AI-agent challenger.Crosswire — September 26, 2026 · Crosswire · Sep 26
- Confirmed its experimental Gemini models were used in a May intrusion while pushing an industry standards body.Trump, Ng and LeCun All Attacked the Same Motive · The Context Report: Today in AI · Sep 21
- Gemini model breached three companies in a test; Google chose not to disclose it publicly.Anthropic Is Accused of Faking the AI Panic · Valuetainment · Sep 24
Neutral 34
- Expected to respond with its own personal agent eventually.4 Tech Arguments (Number 3 Will Shock You), Mansion Section, John Arnold Joins | Viswa Colluru, Jake Adler, Adam Korsunsky · TBPN · Sep 25
- Platt works on Era and climate, weather, and quantum projects inside Google Research.🔬 An Oscar, Two Asteroids, and the Algorithm in Your sklearn: John Platt on AI for Science · Latent Space · Sep 22
- Google Book laptop and Pixel phones mentioned as product launches.My new favorite AI assistant, tech support scams & Apple’s foldable (193, September 26, 2026) · Rich On Tech · Sep 27
- Plans first orbital TPU test flight for its Project Suncatcher space compute effort.A rogue OpenAI agent hacked Australia’s government. Does this matter? | E2342 · This Week in Startups · Sep 25
- Discussed for its Project Suncatcher space data center test and its news coverage bias.The Scott Adams School - 09/25/26 FRIDAY YAY! Home Team · Real Coffee with Scott Adams · Sep 25
- Cited as a past software-layer winner; hyperscalers described as losing ground to AI clouds.Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data · The MAD Podcast with Matt Turck · Sep 24
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- Cited as an example of software layers accruing value in past platform eras.Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data · The MAD Podcast · Sep 24
- Hosts note Google can wait longer for AI profits thanks to other revenue streams.Where Is the Government on AI? #157 · The Western Bubble · Sep 21
- Gemini 4 is reportedly near release after a long gap without a major model.330 | 10,000 AI agents just did 4,000 years of thinking in 88 hours, and the labs can't predict 3 months out. New models: GPT-6, Claude Opus 5.5, Grok 4.7 and More important AI news for the week ending Sept. 25, 2026 · Leveraging AI · Sep 26
- Supplies Gemini-based models Apple uses as a stopgap for its AI features.Can CEO John Ternus find Apple's next big thing? · Decoder with Nilay Patel · Sep 21
- DeepMind leadership discussed agent-assisted training; also part of the proposed standards body.Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group · The Information's TITV · Sep 25
- Mentioned as entering drone delivery, which the speaker sees as validating the field.Using Drones to Expand Healthcare Delivery · The CommonHealth · Sep 23
- Travis led transformation programs there as a reference for his experience.Neuroscience of Resistance: How to Use ‘No’ as a Way In With the Transformation Expert Who’s Led Change at Google & Salesforce · Influence Anyone · Sep 22
- Gemini performed poor hacking in an agent test, mostly password guessing.Risky Business #854 -- We're Jevpilled · Risky Business · Sep 23
- Salesforce sold Wiz to Google, an acquisition Benioff describes as a strong investment outcome.Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack · Sources with Alex Heath · Sep 22
- Mentioned as a large AI capex spender and past Gmail advertising innovator.Bitcoin & Sports Teams Are The Best Hedge Against Inflation | Chris Kelly · The Pomp Podcast · Sep 23
- Named only as part of the broader AI spending context.Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom · Macro Hive Conversations With Bilal Hafeez · Sep 25
- Mentioned as building small language models for enterprise use.Who Sets AI Safety Rules, Who Owns Training Data, and What Stops Adoption? · Techstrong Gang · Sep 22
- Gemini praised for video handling and YouTube integration.How Businesses Are Using AI Agents to Save Time, Cut Costs and Create New Opportunities · Real AI Use Cases Business Owners Roundtable · Sep 22
- Mentioned as a prior employer and comparison point for search snippets.Saurabh Sharma, You.com CPO on AI Search, Agents and Enterprise · Venture with Grace · Sep 21
- Abbott celebrated Google data center investments in Texas, which later became a political liability.How much trouble is Greg Abbott in? · Texas Take · Sep 25
- Subject of the ECJ abuse of dominance judgment over Android and search agreements.#396 Is EU Law on Abuse of Dominance Now Clear? The ECJ's Judgment in Google Android · Our Curious Amalgam · Sep 21
- Its Gmail email assistant was cited as an example of hidden system prompts causing poor output.Max Pollard - Why Hidden System Prompts Are Failing Security Teams · Simply Defensive · Sep 21
- Gemini agent reportedly stopped once it realised it had breached a third party.How Did OpenAI Hack An Australian Government Website? · Newscast · Sep 24
- Named as a counterparty in OpenAI's future commitments and as a competitor.The OpenAI IPO? · The Enterprise AI Show · Sep 27
- Cited for backing away from Project Maven after employee protests over military work.What Could America Build by 2035? (with David Ulevitch) · Explain to Shane · Sep 24
- Named as a founding partner and hiring partner for the academy's co-op program.a16z Launches New School in SF | Gagan Biyani & Erik Torenberg · MTS · Sep 23
- Cited as an example of AI token volume implying roughly 12 gigawatts of energy demand.Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology · All-In Podcast · Sep 21
- DeepMind's Demis Hassabis publicly agreed with the safety-driven slowdown proposal.Decoding the AI Slowdown: What It Actually Means for Your Business Strategy · AI First with Adam and Andy · Sep 23
- Named in antitrust slowdown suit and Gemini iMessage feature.The Daily Disruptor: Anthropic's Pre-IPO Model · The Angus Briefing · Sep 21
- Android is mentioned as a mobile platform Meta depends on, without a clear investment call.Meta Muse: The AI Agent Era Has Arrived! · Chip Stock Investor Podcast · Sep 25
- Released a new Gemini model and announced YouTube AI features.OpenAI Anthropic Meta Google and X All Dropped Major Releases in the Same Week (AI News) · In A(i) Nutshell · Sep 25
- Testing Gemini phone calling feature that can contact businesses for users.Microsoft Kills Copilot+ PCs, Meta's VR Glasses and Muse Charm, Google Tests Gemini Phone Calls + more! · TechLinked · Sep 26
- Signal's Android beta relies on Google Play billing, a minor privacy concern.Daily Digest Sep 25: Good News Friday: Homeschoolers Top National Averages as HHS Opens EMF and Glyphosate Reviews · Peak Prosperity · Sep 25
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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