Company
Alphabet
- Episodes
- 86
- Share
- 9.2%
- Shows
- 76
- Net sentiment
- +0.19
Down from 11% of episodes in the weeks before; net sentiment was +0.22.
Bullish 25Mixed 14Neutral 32Bearish 15
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%10%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Alphabet. Longest episodes first.
Bullish 25
- Speaker says they believe in Alphabet, citing compute, TPUs, distribution and data advantages.Is AI a Bubble? I Asked the People Building It | WTF is AI? · WTF is with Nikhil Kamath · Oct 24
- Gemini Argon processed huge token volumes and beat Minecraft with AI agents.ThursdAI - Oct 22 - AI finds all the vulnerabilities, Claude Duet, DeepSeek drops Infer & more AI news · ThursdAI - The top AI news from the past week · Oct 23
- Leased nearly all vacant industrial space around a Fort Worth property in about 60 days.Ross Perot Jr. on Why Texas Keeps Winning · POWERS · Oct 21
- Speaker likes it as a hyperscaler with limited downside from locked-in compute contracts.Hedge Fund Manager David Orr: Investing is 99% Talent · Odds on Open · Oct 22
- Universal cart and checkout tools let shoppers buy across retailers through Google Pay.Has the AI Singularity Already Begun? · The Daily AI Show · Oct 20
- Pichai highlights strong demand signals, Gemini momentum, Waymo scaling, and long-term compute investments.Sundar Pichai on Gemini 4 and the AI compute crunch · Sources with Alex Heath · Oct 21
Show 19 moreShow fewer
- Expected to see free cash flow records by 2029 as capex converts to revenue.10-19-26 Why Bad Inflation May Be Good for Markets · The Real Investment Show Podcast · Oct 19
- Cash-generating businesses let it finance AI investments more durably than pure labs.Why Crypto Is Holding Up as the AI Trade Starts to Crack · Bits + Bips · Oct 20
- Signed long-term power arrangements with nuclear capacity from utilities.DOE's Julie Kozeracki on the Federal Role in US Nuclear Financing · Columbia Energy Exchange · Oct 20
- Gemini Flash is praised as cheap and good enough for most tasks."Stop Typing to AI": Building a 24/7 Autonomous Enterprise · The IDEAL Investor in the Age of Sustainable Abundance · Oct 22
- Pichai says Gemini is at the frontier, compute is constrained, and AI usage is growing strongly.Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products · Big Technology Podcast · Oct 20
- Hassabis leads Google DeepMind and describes Gemini and Genie as central to future progress.Demis Hassabis On AGI, Advice For Indian Engineers, AI In Gaming and More · Varun Mayya · Oct 20
- Deal to take a gigawatt of existing Finnish nuclear shows hyperscaler demand for firm power.251. Fission Impossible: the SMR Gamble - Oct26 · Redefining Energy · Oct 19
- Strong underlying business, seen as a buy on pullbacks despite capex concerns.Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80 · The Real Eisman Playbook · Oct 19
- Cloud and TPU sales growth and AI search monetization seen as strengthening into next year.CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings · The Information's TITV · Oct 20
- Shifting search to AI mode reportedly lifted monetization despite fewer ads.Episode 352 - Is Agentic Commerce a Mirage? Jason & Scot Debate It Live · The Jason & Scot Show - E-Commerce And Retail News · Oct 20
- Contracted for a terawatt of nuclear power, boosting uranium demand.Lobo Tiggre:Uranium at a 15% Discount Is a Gift From the Market · In it to Win it · Oct 23
- Full-stack AI advantage and strong long-term returns on capital; guest targets $425.80% of S&P 500 Stocks Are in Correction Territory. These 3 Are Still Buys · Street Talk · Oct 20
- Only 3% failure probability; implied growth far below recent quarterly delivery.'Stocks Are Undervalued': 5 Stocks to Own, 5 to Avoid · Street Talk · Oct 19
- Diversified business with a quantum call option; Google's cultivation method cuts magic state errors.Investors Shoot for the Moon · Motley Fool Hidden Gems Investing · Oct 19
- Host expects TPU chips and cloud offerings to drive outperformance over the next year or two.Strategy Sunday: XRP Moves the Money, TSMC Races to Meet AI Demand & Google Builds Its Own Chips · Strategy Sunday w/Armando Pantoja · Oct 19
- Largely insulated from China and EU risk, paid-intent search, and fair valuation with strong revenue growth.I Ranked The Mag 7, One Stood Out · Nanalyze · Oct 19
- Strong cloud growth, rising search revenue and margins; seen as lowest-risk hyperscaler.Tesla's Flying Car, Alphabet's AI Moat & US Banks Earnings · Market Watch · Oct 19
- Named among hyperscalers raising large debt to fund AI infrastructure with strong cash flows.Inside the Biggest Bond Boom in Years · Thoughts on the Market · Oct 21
- Plans Vera Rubin cloud instances with general availability next month and multisite scaling.Trump's Power Order Meets the Cost of Building AI — October 22, 2026 · Concrete Compute · Oct 22
Bearish 15
- Hosts say Gemini 4 Argon is poor and Google products are declining.Meta Made A Frontier Model, Google Still Can't Even With Gemini 4 · Nerd Snipe with Theo and Ben · Oct 22
- Chrome's search-ad business model limits its incentive to make disruptive browser changes.61: Josh Miller - A Good Rectangle · Dialectic · Oct 22
- Waze's Israeli terms and data handling were criticized as a trust and legal problem under Google's ownership.My Unredacted Interview with The Leah Files · The Shawn Ryan Show · Oct 19
- Deep Mind talent exodus and search disruption risk outweigh its current position.Citrini: Monkeys Are The Next Bottleneck | Citrini on AI Drug Discovery Experiment & Reflexive Financing Risk to AI Buildout & Hardware Trade · Monetary Matters with Jack Farley · Oct 25
- Hosts say Google has failed to monetize its AI models effectively so far.Uneasy Money: Is the Internet Breaking Because Bots Never Get Lazy? · Unchained · Oct 22
- Equity raise alongside SpaceX IPO signals dilution and heavy capex burden.David Rosenberg: Bubbles, Bonds, and Boomers · Insight is Capital™ Podcast · Oct 23
Show 9 moreShow fewer
- Its apps are seen as lagging in optimization for the Duo's inner display.How we really feel about the iPhone Duo | Livestream · The Vergecast · Oct 21
- Halted Finland data center project after clearing 740 acres of forest.Brent Whipsaws, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26 · Big Digital Energy · Oct 20
- Traditional search business is being cannibalized by AI and LLM agents.Ex-Twitter CEO Says We’re Underestimating AI Agents by 10,000x · Sourcery · Oct 24
- Acts as Anthropic's landlord, guarantor, shareholder, chip supplier and direct rival.(Mis)Anthropic: The Math Ain’t Mathing So Good. · Unf*cking The Republic · Oct 23
- Gemini scored highest on the Slop index, a negative personality measure.Why AI Companies Are Betting Personality Beats Intelligence · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 20
- Free cash flow turning negative and raising equity to fund data center buildout.The AI Hardware Value Trap: Why 3x Earnings Can Lie | Stock Market · Deep Values · Oct 25
- Hyperscaler building AI data centers, with capex weighing on cash flow.AI Earnings Up 57%, Cash Payouts at a 20-Year Low | Stock Market · Deep Values · Oct 25
- Shares fell about 6% in the week's tech selloff.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ Your Money Briefing · Oct 24
- Shares ended the week about 6% lower amid the broader tech sell-off.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ What’s News · Oct 24
Mixed 14
- Re-entered defense work after an employee walkout reversed, tying it to military contracts.#441 - DARPA Insider: Steve Jobs CIA Deal, Stargate Argentina & Facebook Weapon | Sharon Weinberger · Danny Jones Podcast · Oct 19
- Gemini in cars is confusing, and Google apps are slow to adapt to foldables.The iPhone Duo should have been an iPad · The Vergecast · Oct 23
- Embedding Gemma 2 targets device niche, while AI overview lawsuits were dismissed.#260 - Muse, Misalignment, Math · Last Week in AI · Oct 19
- Google Search faces AI chat competition while it transitions its own business with AI.Interview. Eric Seufert on Whether AI Will Destroy Google's Search Monopoly · The Synopsis · Oct 22
- Google Cloud faced a UK outage, prompting multi-region resilience advice.Episode 595: The Silent Disco · Software Defined Talk · Oct 23
- Google Cloud grew 82% but compute is constrained and product integration remains disjointed.Google’s Potential, AI Money Spigot Shutting?, PHP Bug & Cybersecurity’s “Black October” · Big Technology Podcast · Oct 23
Show 8 moreShow fewer
- Ad platform whose metrics drive marketing decisions, criticized for simplistic measurement.“Do I even still like marketing? I don’t know.” · Inspiring Futures - Lessons from the Worlds of Marketing and Advertising · Oct 19
- Owns massive data center capacity but profits from AI investments are questioned.Hyperscale: Paris Marx on the Ambition and Excess of Big Tech’s Data Empires · Keen On America · Oct 20
- Gemini praised for research and image generation, but seen as losing momentum.Microsoft AI, model routing, and the move toward portable workflows · The Intelligence Age · Oct 19
- Schmidt's former company; Gemini expected to compete strongly but its social media lead was lost.Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind · In Good Company with Nicolai Tangen · Oct 21
- Very profitable AI spender, but faces competition in models.The AI Story Wall Street Doesn't Want to Hear · Plain English with Derek Thompson · Oct 23
- Boston Dynamics Atlas vs Unitree G1: How Much Humanoid Capability Can Money Buy in 2026? · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 25
- Strong balance sheet and moat versus heavy AI capex that may compress returns.Buffett's $28B Google Bet: Not Even a Top-5 Favorite · Deep Values · Oct 25
- Universal cart pushes Google closer to purchasing decisions, creating opportunity and disintermediation risk.Amazon Takes Control of Multipacks, Google Changes Checkout & Black Friday Starts Early · Selling on Giants: The eCommerce Marketplace Podcast · Oct 20
Neutral 32
- Cited as a benchmark employer for junior engineers and a possible source of layoff pressure.What Senior Engineers Are Actually Doing About AI · A Life Engineered · Oct 19
- Mentioned for Gemini and Notebook LM tools and as a frontier lab.Life in the Singularity Ep. 4: Harnesses vs. Models, Skill Files & Has AGI Already Arrived? · Badlands Media · Oct 23
- Historical search partner and a competitor in search and email.Apollo’s Yahoo Playbook, 5 Years After the $5B Deal · Sourcery · Oct 19
- Named as a key partner and LLM provider integrated into Canaxis platform.Software Stocks Crashed. This CEO Says the Business Has Never Been Stronger · In the Money with Amber Kanwar · Oct 22
- Mentioned only indirectly through Play Store context.Unity's Vector Is Working. Now the Runtime Data Test. Felix Thé, Chief AI Officer at Unity · Mobile Signal · Oct 20
- Mentioned as having released the Willow quantum chip, with no investing view given.Up Next: The Quantum Horizon with Lockheed Martin’s Sarah Hiza · AIAA Up Next with Clay Mowry · Oct 21
Show 26 moreShow fewer
- Reportedly opted out of tokenized stock listings on the new venue.Bitcoin Was Recovering. Then Wall Street's AI Problem Hit. | Carlos Domingo · The Wolf Of All Streets · Oct 22
- Mentioned as the early math-Olympiad effort later matched by generalist models.Claude Engineering Lead: "Stop Using Claude Like It’s 2024" · Silicon Valley Girl: AI, Tech and Career Growth · Oct 23
- Gemini Enterprise overage controls and storage and carbon footprint updates.WNiCF -September 2026 - News · What's new in Cloud FinOps? · Oct 21
- Gross mentions licensing his pay-per-click patents to Google in the past.The Hope Machine (Holy Shit, My Life is Over): Bill Gross Gives Away 1.2 Million AI-Generated Ideas · Keen On America · Oct 19
- Upcoming earnings will show whether AI spending is sustainable.Is the AI Bubble Popping? · Motley Fool Hidden Gems Investing · Oct 23
- Host of Google Quantum AI, building superconducting qubit hardware and publishing results.Episode 152: Google’s Emma Rosenfeld on Superconducting Qubits and the State of QEC · Entangled Things · Oct 20
- Awarded funding to MIT transit project as part of an AI for government program.How LiDAR Is Changing Infrastructure Project Monitoring · Infrastructure Technology Podcast · Oct 20
- Gemini models were the top performers in both rounds of the test.Best AI for Resume and Cover Letter (Part 2): 24 More Models Tested · Biotech Career Coach · Oct 23
- Google Cloud gains OpenAI models in a distribution deal.Cybersecurity Red Alert, SpaceX Earnings, OpenAI Strikes Google Deal | Diet TBPN · TBPN · Oct 21
- Host says Google is behind in this area and not worth heavy investment currently.How I'm Actually Using AI Right Now (Including Claude Duet) · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 25
- Google search and AI mode are contrasted with true LLM use.Advisor advantage: Leveraging AI effectively (Part 1) – Jonathan Milne · FidelityConnects · Oct 19
- Reporting soon; its capex commentary is seen as key to the AI trade.Tesla’s flying car, the AI boom’s biggest question & how to survive a market crash · Equity Mates Investing Podcast · Oct 21
- Used as an example of diversifying beyond search into cloud, video, devices and AI.You Don't Have an AI Problem. You Have a Tech Problem. · Tim Stating the Obvious · Oct 22
- Gemini integration into Android Auto extends its assistant into everyday contexts.How AI Is Changing What Work Means · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 21
- Hyperscaler mentioned as well positioned amid AI spending; no specific call.Why Buffett Would Be Short the “AI Horses” Right Now · The Acquirers Podcast · Oct 24
- Its SynthID watermarking system is described as a working example of invisible marking.The Invisible Label: How AI Watermarking Will Change Digital Trust · A Beginner's Guide to AI · Oct 23
- Named by the IRGC as a potential target, mentioned without investing implications.Create Positive Change: US Secretary of State Encourages Cuban Population to Partner With CIA + US First Lady Mediates Russia - Ukraine Humanitarian Ceasefire + UK Fighter Jets Deploy to Defend Cities & Infrastructure in Saudi Arabia; No Offensive Strikes · I - On Defense Podcast · Oct 24
- Source of the transformer architecture and a competitor in the race to build AGI.#499 — The Birth of AGI · Making Sense with Sam Harris · Oct 20
- Mentioned as a competing generative AI product (Gemini Enterprise) that also connects to Microsoft 365 content.Episode 147 – Enhance Restricted Content Discovery Update · Microsoft 365 Voice · Oct 23
- Victim company whose trade secrets were stolen; the episode recounts its security response and legal case.Episode 5: The Architect - Linwei Ding · The Espionage Files · Oct 19
- Cloud provider supplying compute to Anthropic under large, non-cancelable commitments.A Sneak Peek Into Anthropic’s Business · The Journal. · Oct 21
- Its 2017 transformer research is described as the foundation of modern AI.AI Is Grown, Not Programmed · Kitchen Table AI Safety · Oct 20
- Currently evaluating the Woodhaven Technology Park data center project in Salem area.Data Center Tax Revenue Lag, Radford Greek Life Overhaul, Carilion Daleville ER | Roanoke Valley's Morning News — October 21, 2026 · WFIR News Express · Oct 21
- Google DeepMind's CEO revised AGI timing; Google also owns Wiz.Oct 22: AI-Found PHP2Shell Flaw and Anthropic's Claude Duet · Valley Morning Briefing · Oct 22
- Cloud compute supplier to Anthropic and a closest competitor in AI models.Anthropic’s Draft IPO Filing Shows Red-Hot Growth and Big Risks · WSJ Tech News Briefing · Oct 21
- Gemini Flash was used as an expensive LLM for scanning data, raising costs.521 - Evaluating risk with Marina from Cyera · רברס עם פלטפורמה · Oct 21
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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