Company
Alphabet
- Episodes
- 96
- Share
- 9.3%
- Shows
- 89
- Net sentiment
- +0.25
Down from 11% of episodes in the weeks before; net sentiment was +0.21.
Bullish 27Mixed 27Neutral 31Bearish 11
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%10%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Alphabet. Longest episodes first.
Bullish 27
- Hosts say Google is back in the race with a strong new model after being written off.Project Synapse: The Death of Capitalism/The Rise of the Agents · Hashtag Trending · Oct 17
- Gemini Agent and cheaper frontier model with a new chip claimed to improve price performance.336 | “Software Is Over” - 1 guy rebuilt Adobe and Office in 2 weeks 🤯 , A spy hid a mic in toilet paper at OpenAI, 2 New Frontier Models Released, and more important AI news for the week ending October 16, 2026 · Leveraging AI · Oct 17
- Ad business benefits from AI investment; part of circular financing questions.100 Year Thinkers: Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI · Talking Billions with Bogumil Baranowski · Oct 16
- Speakers describe Search AI as a fast-moving, high-impact product with rapid AI transformation.Job-Search Advice Now Expires Every Six Months · The Skip Podcast · Oct 15
- Seen as well positioned in AI due to integration across its product suite, though price is not clearly cheap.#64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour · Behind the Balance Sheet · Oct 15
- Google's large GPU order in 2013 helped launch Nvidia's AI business.One man could slow down AI. He won’t. Why? · Search Engine · Oct 16
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- Manyika showcases Google's AI science, health and language progress across its products.Google’s James Manyika: Who Actually Gets Paid in the AI Economy · Silicon Valley Girl: AI, Tech and Career Growth · Oct 16
- Major AI debt issuer whose spending boosts supply chain demand.Lonis Hamaili: Launching an AI Supply Chain Hedge Fund · Value Hive Podcast · Oct 16
- Raised about $80 billion by selling stock and remains a steady competitor.Episode #111: Anthropic's IPO Comes With an Existential Risk Warning · Stewart Squared · Oct 15
- Seen as underappreciated in AI with a potential agent catalyst and broad consumer reach.Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal · RiskReversal Pod · Oct 13
- Gemini model is now public and Google is pushing vibe-coded apps to the Play Store.Who's Still Paying for Claude? Claude Max 20x vs The X Subscription (Cursor, Grok Bot) | Will the Anthropic IPO End the $200 Plan? | Meta's Muse Wonder & Gemini 4 Argon | The Tech Tier List | EP35 · God Mode Podcast: AI News, Vibe Coding, Indie Hacking & Startups · Oct 16
- Broadening Gemini access to its most powerful model could help it regain ground in AI.Halftime Report Live at the CAIS Summit 10/13/26 · Halftime Report · Oct 13
- More than doubled the S&P 500 return since the bull market bottom.Mad Money w/ Jim Cramer 10/12/26 · Mad Money w/ Jim Cramer · Oct 12
- Search is evolving into AI overviews and AI mode while keeping its user-first dominance.How Google prototypes and ships at scale — Soufi Esmaeilzadeh (Google Search) · The Product Experience: a Mind the Product podcast · Oct 14
- Google's quantum AI team achieved error-correction gains using AI, signaling accelerating quantum progress.Weekly Roundup 10/16/26 (OCC debanking report, Google's quantum advance, Ledger spy chips, Richard Heart apprehended) (EP.745) · On The Brink with Castle Island · Oct 16
- Lowest forward PE of the group at 17.2 with PEG near one, though returns lag.This is the Cheapest Mag 7 Stock Right Now · Value Investor · Oct 16
- ZocDoc partners with Gemini to distribute bookable provider availability.Why AI Could Finally Fix Healthcare Access | Zocdoc CEO Oliver Kharraz · The a16z Show · Oct 17
- Google is a member exploring carbon fiber core transmission lines for data center power needs.Lighter, Stronger Materials are Changing How We Build Everything - Chad Duty, CEO of IACMI · The TechEd Podcast · Oct 13
- Signed a roughly 900 MW nuclear power purchase agreement, securing long-term clean power.Market Open: Can the AI Spending Boom Keep Going? · The Modern Investor · Oct 13
- Compute demand rising sharply, cited as a driver of data center growth.250. Inside the US Datacenter exuberant buildout - Oct26 · Redefining Energy · Oct 12
- Expanded Gemini access and moved up model maturity rankings.Frontier AI Expands, Microsoft CEO Urges ‘Emergency Brake' as Anthropic Signals Self-Replication · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 17
- Launched Gemini for Argonne with strong internal adoption and aggressive introductory pricing.Google Gemini 4 Argon Autonomous Capabilities · Elon Musk Podcast · Oct 14
- Leases SpaceX data center capacity, a sizable demand source for the AI business.SpaceX (SPCX): Neocloud Giant or Overhyped AI Data Center Play? · Chip Stock Investor Podcast · Oct 13
- Google's search dominance is cited as a durable competitive moat.The Federal Reserve Is Screwed - Robert Kientz · Kerry Lutz's--Financial Survival Network · Oct 17
- Google search dominance cited as a durable moat.The Federal Reserve Is Screwed - Robert Kientz - #6428 · Financial Survival Network · Oct 16
- Gemini 4 Argon launch and strong benchmark results support Google's AI competitiveness.Why Google Argon Launched to Cyber Defenders First | Tulsee Doshi · MTS · Oct 14
- Guest sees strong AI positioning and data center build-out; stock consolidating ahead of October 28 earnings.The Big 3: JPM, GOOGL, AMD · Schwab Network · Oct 13
Bearish 11
- Harris discusses his past at Google and its incentives around attention and AI race.Google Whistleblower Exposes Google’s True Motives, Major Scandals, and AI’s Rogue Behavior · The Tucker Carlson Show · Oct 12
- Gemini Argon benchmarks questioned internally and Spaces threatens Google Drive and search ad funnel.BONUS: LIVE: Everything that Happened in AI This Week · The Neuron: AI Explained · Oct 16
- Agents could erode core search volumes and paid search revenue over time.Winners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more) · Chit Chat Stocks · Oct 14
- Seen as lost in the LLM race despite early research leadership.Alex Kantrowitz on OpenAI, Nvidia & What Could Derail the AI Boom · Newcomer Pod · Oct 13
- Among the Magnificent Seven driving concentrated, out-of-bounds tech gains.Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal · Excess Returns · Oct 16
- Accused of using publisher content in search answers, cutting traffic to content creators.Why Fortnite Is Now Hollywood’s Biggest Marketing Machine · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 16
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- Lost momentum after being the hot vertically integrated AI name earlier this year.Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now · RiskReversal Pod · Oct 14
- Google's quantum prototypes are cited as evidence of limited commercial progress.Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him · All-In Podcast · Oct 12
- Its LLM use could extract far more value from user data than its ad business did.Private AI · Web3 in Travel · Oct 12
- Gemini was cited among frontier models that struggled with biological language tasks.Why Frontier AI Models Fail at Biology | Alexander Amini · MTS · Oct 14
- Evidence points to its agents attempting access to Library and Archives Canada.S7, E280 - Asked About Skin Medicine, an AI Broke Into a Government System · Privacy Please · Oct 12
Mixed 27
- Data center project in Morgan County relies on utility upgrades and substantial local tax abatements.HoosLeft This Week - October 18, 2026 · HoosLeft Podcast · Oct 18
- Gemini 4 Argon is cheaper and competitive, but Google struggles to turn models into consumer products.Apple's HomeView has an app problem · The Vergecast · Oct 16
- Gemini 4 rollout is seen as closing the gap with rivals but not yet a step change to switch to.AI:AM: Where's the Steering Wheel? My Agent Set the Password, Hidden Valence, Proofs Find Linux Bugs · The Cognitive Revolution · Oct 17
- Updated content guidance shifts responsibility to publishers, seen as a familiar pattern with little new.Is ChatGPT Becoming Google? (554) · This Old Marketing - News Podcast Weekly with Joe Pulizzi and Robert Rose · Oct 16
- Sergey Brin's return and Demis Hassabis's drive help it catch up, but it remains behind.AI Leaders Can't Get Along. So How Will They Keep Us Safe? — With Kevin Roose · Big Technology Podcast · Oct 14
- Reportedly settled Character AI-related suits and has ties to the company.An AI Agent Fleet Told a Reporter It Was Claude. The Evidence Says Otherwise. · Warning Shots · Oct 18
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- Argon 4 improves grounding but hosts report inconsistent real-world coding performance.Arrest Made at OpenAI · The Daily AI Show · Oct 14
- Mixed crawler reliance makes publishers dependent on search traffic despite AI overviews eroding it.Making AI Pay Its Way, With Cloudflare · AdExchanger · Oct 13
- Hyperscaler debt issuer and possible lessee of data-center projects.Who’s Financing the AI Boom? (With Bryan Whalen) · On Investing · Oct 16
- Among the mega-cap tech leaders whose breakdown would signal the bubble's end.Meb 654 Dirk · The Meb Faber Show - Better Investing · Oct 15
- Held near the 10% position limit; trimmed as margin of safety declined.The S&P Hit a Record. 73% of Stocks Are Below Their 50-Day. What Is Your Index Fund Betting On? · Two Quants and a Financial Planner · Oct 12
- Faces remedies requiring AdX to bid independently and share bid data, altering its auction control.The Auction Flip: Prebid's Plan To Swap Places With Google · The Big Story · Oct 15
- Gemini 4 performs competitively in professional work but trails in coding.Google’s Gemini 4 Targets Professional Work, OpenAI Races to Fix Model Safety Issues · The Information's TITV · Oct 14
- Certified the ad partner that delivered spyware and has strong incentive to fix it.The Department of Know: Hacked fridges, hiring humans to fix Mythos bugs, targeted ad spyware · Cybersecurity Headlines · Oct 16
- Survives AI disruption but search share likely drops well below its former 90%.Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones · Motley Fool Hidden Gems Investing · Oct 18
- Large cash flow largely consumed by capex, though TPU strategy adds strength.Data Centers Earn, Washington Doesn't · Telltales · Oct 14
- Supplies models for Siri and holds indexed user data that could power a strong agent.How Does Apple’s Siri Compete In an Agentic World? · WSJ Tech News Briefing · Oct 16
- Strong research output in mapping and diagnostics, but clinical workflow adoption remains unproven.[SPECIAL EDITION] AI vs. Cancer & Incurable Disease: What Google, Anthropic, OpenAI, Microsoft & Isomorphic Have Actually Proven (Oct 13, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 14
- Issued large equity to help finance the AI build-out.Evoke 20-Minute Market Outlook Podcast for Q4 2026 · Evoke 20-Minute Market Outlook · Oct 16
- Future cloud backlog depends partly on AI model makers; spending expectations are high.Monday - October 12, 2026 · The Dividend Cafe · Oct 12
- Gemini trails the frontier and RSI claims are disputed, yet internal AI coding is high.Oct 15: Anthropic's $16.8B Quarter and a Tencent Agent Fleet · Valley Morning Briefing · Oct 15
- Gemini 4 Argonne gets strong benchmarks but unverified claims and mixed user reception.Oct 14: OpenAI Engineer Charged With Bugging; Gemini 4 Argon Opens · Valley Morning Briefing · Oct 14
- Retiring its DAOS-based Parallel Store in favor of DDN-based managed Lustre.HPC News Bytes – 20261012 · @HPCpodcast with Shahin Khan and Doug Black · Oct 12
- Gemini is described as muddled and organizationally challenged, though still near the frontier.Meta shakes up the frontiers, open and closed · Interconnects · Oct 17
- Named alongside Meta in a Los Angeles youth-addiction verdict under appeal.The states come for OpenAI · Platformer · Oct 15
- Gemini 4 Argon is strong for some builds but weaker than Claude Opus for design work.Gemini 4 Argon: Google’s AI Comeback · AI News Today | Julian Goldie Podcast · Oct 15
- Mentioned as a company that started as a nobody in 1999 and may or may not lead long term.The AI Hangover Is Coming. The Pandemic Already Showed Us How It Ends. – Ep 305 · The Intellectual Investor – Value Investing by Vitaliy Katsenelson · Oct 15
Neutral 31
- Gemini 4 Argon launched broadly with strong benchmark results.Claude now leads 26% of Anthropic’s R&D, Meta drops an 816B open model & Gemini 4 Argon · ThursdAI - The top AI news from the past week · Oct 16
- Paying large premiums to hire talent from AI labs, per the speakers.#131: Inside comp negotiation for PM roles at top companies like OpenAI and Anthropic | Colin Lernell (Co-founder @ Valued) · Supra Insider · Oct 12
- Mentioned as a large-balance-sheet AI player less exposed to financing stress.Bitcoin and AI with Jordi Visser · Galaxy Brains · Oct 15
- Pixel tablet and Google TV streamer cited as competing products.Apple's Going All In On Smart Home - Is HomeView, Apple TV 4K & HomePod mini 2 The Answer? (Apple Bitz XL, Ep. 390) · Apple Bitz XL w/ Brian Tong · Oct 18
- Speakers' past work at Google and DeepMind and a cluster on Google Cloud.David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of Experience · Training Data · Oct 13
- Dropped its earlier military AI restrictions and now sells technology to the Pentagon.How Technology Is Rewriting the Rules of War · The World Unpacked · Oct 16
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- Cited among cash-rich companies funding AI infrastructure investment.#98 - Samuel Rhee : The Secret To Financial Security in 2026 · The Front Row Podcast · Oct 15
- Platform owner that has captured much of internet-era value, discussed as an analogy.EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange · Pitch The PM · Oct 16
- Discussed as a competitor that responded to ChatGPT and as a lobbying actor in AI policy.Rewind: Ronan Farrow on Sam Altman’s ‘unconstrained’ relationship with the truth · Decoder with Nilay Patel · Oct 12
- Speaker's former employer; mentioned for early Palm and Gemini development history.Stop Renting Generic Intelligence with Oumi CEO Manos Koukoumidis · Talking AI · Oct 13
- Gemini models are used for ingesting unusual document formats and large context windows.Alberto Rizzoli, CEO & Co-Founder – V7 · Investment Management Operations · Oct 13
- Berkshire has built a large position in the company.Tech Stock Rotation: What It Means for Retirement Income · The Tom Dupree Show · Oct 17
- Named as one of the concentrated mega-cap holdings in a listener's portfolio.How Do You Hedge a Concentrated Stock Market? · Ask The Compound · Oct 14
- Gemini model cited as leading on the index and under government review.Meta’s Muse Wonder Challenges OpenAI, Why Companies Struggle to Prove AI Returns · The Information's TITV · Oct 13
- Part of the hyperscaler group driving AI infrastructure spending.Episode 013. Bubble Talk: Tulips to Tech · Rational Dissent · Oct 16
- Google tracked hundreds of threat groups using the Epidemic botnet infrastructure.Did Ukraine Just Bomb the Russian Bots? · Patrick Boyle On Finance · Oct 18
- Referenced via Demis Hassabis's gaming roots; no investment view expressed.Nick Clegg on Europe, AI and big tech · Startup Europe — The Sifted Podcast · Oct 14
- Developed the AP2 agent payments protocol with authorization mandates.When AI Agents get money · The Macro AI Podcast · Oct 16
- Withdrew from the Maven project after employee protests in 2018.The Pentagon’s New AI Weapon is a Freak · Cappy Army · Oct 18
- Its Google medical chatbot Amy was tested in a clinical trial at urgent care.Bill Gates, Jensen Huang & AI Doom: Who Should We Believe? · aiGED · Oct 13
- Process over 3.2 quadrillion tokens monthly and reportedly designing specialized inference chips.Why AMD Bought a Chip That Can't Be Reprogrammed · Deep Dive · Oct 15
- Host's employer, referenced in discussion of privacy and platform shifts.Building a Brand with Substance: Ro’s Reinvention of Healthcare · Frontier CMO Podcast by Think with Google · Oct 15
- Launched Fitbit Edge and discontinued Charge line to focus on its health app.Has AI Cooked Gaming? · Tech Brew Ride Home · Oct 12
- Signed a multi-billion dollar nuclear upgrade agreement with Constellation Energy.October 15, 2026 · Freepod · Oct 15
- Acquired Fitbit for about $2 billion; also mentioned as a wearables competitor.Why Oura Put Its IPO on Pause · The Journal. · Oct 13
- Mentioned as pushing its Gemini model, adding competitive pressure on the industry.An OpenAI Engineer Bugged Executive Meetings · Elon Musk Podcast · Oct 15
- Named as a possible rival in home AI hardware.Expectations for Apple's "Welcome Home" - MOSK: 10.12.2026 · Mac OS Ken · Oct 12
- Named as AI foundation model partner and initial Atlas fleet recipient via DeepMind.Tesla Optimus vs Boston Dynamics Atlas: Which 2026 Humanoid Leads in Mobility and Useful Work? · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 15
- Named buyer under AEP's 20-year agreement and Black Hills service deal for Cheyenne campus.Who Pays for Google's Planned Wyoming Power? — October 16, 2026 · Concrete Compute · Oct 16
- Pixel Watch sends a monthly Health Guardian blood pressure trend report.Some Wearables Can Track Blood Pressure. Do They Work? · WSJ Tech News Briefing · Oct 14
- Google DeepMind is named as a foundation-model partner for Atlas, with no financial angle.Tesla Optimus vs Boston Dynamics Atlas: Which 2026 Humanoid Leads in Mobility and Useful Work? · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 13
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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