Alphabet Inc. (GOOGL)
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Disney's battle with YouTube TV isn't going as expected
Published: November 03, 2025 by: Business Insider
Sentiment: Negative
Disney and YouTube TV are at odds over the value of channels like ESPN. Disney is appealing to YouTube TV subscribers by enlisting top ESPN personalities.
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Disney Asks YouTube TV To Restore ABC Channel For Election Day Amid Contract Dispute
Published: November 03, 2025 by: Forbes
Sentiment: Negative
Disney-owned channels now unavailable to stream on YouTube TV include sports networks ESPN and ESPN2, major television network ABC, and plenty of others, including the Disney Channel, FX, Freeform, National Geographic and Spanish-language channels including ESPN Deportes, Baby TV Español and Nat Geo Mundo.
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2 Artificial Intelligence (AI) Stocks You Can Buy and Hold for the Next Decade
Published: November 03, 2025 by: The Motley Fool
Sentiment: Positive
Alphabet touches on AI infrastructure, software applications, and emerging industries such as autonomous vehicles. Microsoft has deep corporate ties and has entrenched itself as a key partner for OpenAI.
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Alphabet: AI Earnings Balances Dismal Ad Spend Outlook
Published: November 03, 2025 by: Seeking Alpha
Sentiment: Neutral
Alphabet Inc. reported Q3 FY2025 results, showing solid revenue and EPS growth but slowing advertising momentum. GOOG's advertising revenue growth is decelerating, reflecting weaker spending trends in the U.S. and Western Europe amid persistent macroeconomic headwinds. Cloud is a key driver for EPS growth but aggressive AI investments and infrastructure buildouts pose future risks if demand lags capacity.
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Alphabet Is Still The World's Most Efficient AI Monetizer
Published: November 03, 2025 by: Seeking Alpha
Sentiment: Positive
Alphabet Inc. delivered a record-breaking Q3 with over $102 billion in revenue, driven by strong growth across Google Services and Cloud. GOOGL's AI-first strategy is translating into tangible business outcomes, with its ecosystem acting as a self-reinforcing growth flywheel. Each core segment—Search, YouTube, Cloud, Android—multiplies the value of the others through shared users, engagement, and AI-driven insights.
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Disney Asks YouTube TV To Restore ABC For Election Day As Carriage Talks Continue
Published: November 03, 2025 by: Deadline
Sentiment: Negative
Disney is asking YouTube TV to restore ABC to its pay-TV bundle for Tuesday's Election Day as a matter of “public interest” as the companies negotiate a carriage renewal. ABC, ESPN and other Disney networks went dark Thursday night after the distribution talks failed to yield a deal.
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Waymo to expand robotaxi service to Las Vegas, San Diego and Detroit next year
Published: November 03, 2025 by: Reuters
Sentiment: Positive
Waymo said on Monday it will launch its robotaxi service in Las Vegas, San Diego and Detroit next year, marking its biggest geographic expansion yet.
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Alphabet's Google Cloud Is Pulling An 'Nvidia'
Published: November 03, 2025 by: Seeking Alpha
Sentiment: Positive
Alphabet Inc. continues to impress with accelerating growth in both its Ads and Google Cloud businesses, driven by AI adoption and strategic partnerships. Google Cloud's new strategy—mirroring Nvidia—deploys TPUs at customer sites, fueling rapid revenue and margin expansion, and positioning Cloud as a key growth pillar. Despite a rich valuation, Alphabet's improved growth outlook and margin expansion justify a higher price target of $321, with a reiterated Buy rating for GOOGL stock.
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Alphabet Vs. Meta: AI Circular Financing Winner
Published: November 03, 2025 by: Seeking Alpha
Sentiment: Neutral
Meta Platforms, Inc. and Alphabet Inc. are compared on CapEx strategies, AI investments, and strategic positioning amid concerns of circular financing in big tech. GOOGL stock is better positioned due to multi-channel monetization, lower CapEx as a percentage of revenue, and stronger profitability trends versus META's heavier reliance on ads. Despite META's aggressive spending and slower net income growth, its valuation appears temporarily depressed, presenting a potential accumulation opportunity.
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Google owner Alphabet to tap US, euro bond markets
Published: November 03, 2025 by: Reuters
Sentiment: Neutral
Google owner Alphabet is tapping the U.S. dollar and euro debt markets in a multi-tranche senior unsecured notes offering.
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What Is Fueling Google Stock?
Published: November 03, 2025 by: Forbes
Sentiment: Positive
Alphabet (GOOGL)'s stock increased by 65%, in the past year, driven by robust earnings and a sharp margin enhancement, as investors welcomed AI advancement, cloud victories, and clearer antitrust regulations. With a rising P/E ratio and intelligent shareholder initiatives, the groundwork is laid for more thrilling developments ahead.
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Google has a lot more leverage over Disney in their carriage fight: LightShed's Rich Greenfield
Published: November 03, 2025 by: CNBC Television
Sentiment: Neutral
Rich Greenfield, LightShed Partners co-founder, joins 'Squawk Box' to discuss the carriage battle between Disney and YouTube TV parent Google.
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Dan Ives on AAPL & GOOGL "One-Two Punch," PLTR Potential, A.I. "Goldilocks Scenario"
Published: October 31, 2025 by: Schwab Network
Sentiment: Positive
Wedbush's Dan Ives returns to The Watch List and reiterates that the A.I. trade will continue a bullish run for the foreseeable future.
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Meta, Amazon, Apple, Microsoft, Alphabet: Big Tech leads packed week of earnings
Published: October 31, 2025 by: Proactive Investors
Sentiment: Neutral
Wall Street Roundup: Is This Time Really Different?
Published: October 31, 2025 by: Seeking Alpha
Sentiment: Neutral
The Fed's latest rate cut highlights internal division and ongoing tension between inflation concerns and signs of economic slowdown, especially in the labor market. Meta (META) reported strong earnings but faced investor skepticism over rising R&D and CapEx, contrasting with more disciplined spending at Alphabet (GOOGL) and Microsoft (MSFT).
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Tony Wang: Earnings reinforce that AI continues to be the key investment for Mag 7
Published: October 31, 2025 by: CNBC Television
Sentiment: Positive
Tony Wang, T. Rowe Price science and technology fund manager, joins CNBC's 'Squawk on the Street' to discuss outlooks on earnings.
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The Big 3: GOOGL, KOD, FTK
Published: October 31, 2025 by: Schwab Network
Sentiment: Positive
Alphabet (GOOGL) spiked into its earnings this week, and @stockstotrade's Tim Bohen believes the Google parent company has much more room to run. He explains his bull case that rides on A.I.
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Tech's $380 billion splurge: This quarter's winners and losers of the AI spending boom
Published: October 31, 2025 by: CNBC
Sentiment: Positive
Google, Microsoft, Meta and Amazon all raised their forecasts for capital expenditures in their earnings reports this week. Their announcements show that the hefty spending on artificial intelligence is only increasing.
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5 Dividend ETFs That Could Pay You for Life
Published: October 31, 2025 by: 24/7 Wall Street
Sentiment: Positive
Whether you're just beginning to invest or sailing into retirement, you can benefit from a lifetime stream of passive income.
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Alphabet: For The First Time In Three Years, My Rating Is Not A Buy (Downgrade)
Published: October 30, 2025 by: Seeking Alpha
Sentiment: Negative
Alphabet Inc. delivered outstanding Q3 2025 results, with 14% revenue growth and accelerating expansion in Google Search, YouTube, and Google Cloud. AI integration is fueling growth across segments, with Gemini reaching 650 million users and YouTube Premium subscriptions surpassing 300 million, boosting profitability. GOOG's operating margin improved to 42.53%, driven by high-margin businesses like YouTube Premium and Google Cloud, which is rapidly scaling and increasing its deal size.
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Cloud Gives Boost to GOOGL, Stock Continues All-Time High Run
Published: October 30, 2025 by: Schwab Network
Sentiment: Positive
Alphabet (GOOGL) is the "winner on the day" after earnings, says Marley Kayden. She points to the company's cloud growth and A.I.
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Alphabet's Q3 Earnings Beat Estimates, Revenues Increase Y/Y
Published: October 30, 2025 by: Zacks Investment Research
Sentiment: Positive
GOOGL's Q3 results shine as AI-driven growth in Search, YouTube and Cloud propel revenues and earnings well past estimates.
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Sundar Pichai Says Google's 'Universal Search' Moment Is Coming Again — This Time, It's AI
Published: October 30, 2025 by: Benzinga
Sentiment: Positive
When Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Sundar Pichai says "search is evolving," it's not just a product update — it's a strategy shift.
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Top Stock Movers Now: Chipotle, Meta Platforms, Alphabet, and More
Published: October 30, 2025 by: Investopedia
Sentiment: Negative
Major U.S. equities indexes were mixed Thursday afternoon as President Donald Trump met with Chinese leader Xi Jinping on trade issues and investors digested several big tech earnings reports. The Dow Jones Industrial Average rose but the S&P 500 and Nasdaq were lower.
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Alphabet Surges on Q3 Earnings Beat: ETFs to Watch
Published: October 30, 2025 by: Zacks Investment Research
Sentiment: Positive
Alphabet's strong Q3 earnings lifted its shares and boosted investor sentiment. Explore top ETFs that could benefit from the company's impressive performance.
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Alphabet analysts boost target price as AI powers Q3 results
Published: October 30, 2025 by: Proactive Investors
Sentiment: Positive
Oppenheimer & Co analysts late Wednesday raised their target price on Alphabet Inc (NASDAQ:GOOG) to $345 per share, from $300, while reiterating their ‘Outperform' rating, believing that AI is driving an "expansionary moment for Search." The analysts also believe Google Cloud's momentum is accelerating, with the division of Alphabet approaching profitable growth as the third-largest cloud provider.
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Alphabet Stock Hits Record High After Google Parent Reports Strong Earnings—Monitor These Key Levels
Published: October 30, 2025 by: Investopedia
Sentiment: Positive
Alphabet (GOOGL) shares jumped to a record high Thursday after the Google parent reported earnings that topped Wall Street estimates, as quarterly revenue surpassed $100 billion for the first time.
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Alphabet Crushes Q3 Earnings, Reports First $100 Billion Quarter
Published: October 30, 2025 by: MarketBeat
Sentiment: Positive
The company's third-quarter earnings, reported after the close on Wednesday, Oct. 28, shattered expectations, sending shares surging roughly 7% in after-hours trading.
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Meta, Microsoft, Google Are Spending Like It's 2021 — And These AI Stocks Are The Real Winners
Published: October 30, 2025 by: Benzinga
Sentiment: Positive
Big Tech's back on a spending binge — only this time, it's not about COVID-19 pandemic-fueled growth or cloud land grabs. Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT) and Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google are spending like it's 2021 again, with data centers, GPUs and AI infrastructure replacing metaverse dreams and remote-work hardware as the new capital obsession.
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Alphabet: Growth, Buybacks, Cheap P/E
Published: October 30, 2025 by: Seeking Alpha
Sentiment: Positive
Alphabet delivered strong Q3'25 earnings, driven by double-digit Cloud growth and robust digital advertising performance. Google's aggressive AI and Cloud-focused CapEx is fueling operating income expansion, with free cash flow up 38.7% year-over-year. Google is set to benefit from a strong digital advertising market in Q4 and will likely continue to buy back a ton of its shares going forward.
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About Alphabet Inc. (GOOGL)
- IPO Date 2004-08-19
- Website https://www.abc.xyz
- Industry Internet Content & Information
- CEO Sundar Pichai
- Employees 185719