All articles tagged with #alphabet
A midday market update highlights the biggest stock movers, including Micron (MU), Comcast (CMCSA), Charter Communications (CHTR), Rocket Lab (RKLB), Alphabet (GOOGL), Verizon (VZ), and other names.
Alphabet’s Dow debut rose about 4%, yet the stock remains under pressure as investors question the payoff from its AI capex amid compute shortages, cheaper Chinese models, and DeepMind talent exits; buybacks were paused, and the company has raised over $140 billion in debt and equity to fund AI spending, with reports it lacks enough compute capacity and is turning to rivals like SpaceX for infrastructure.
The Motley Fool identifies Alphabet, Meta Platforms, and Microsoft as standout buys within the Magnificent Seven, citing Alphabet’s strong Google Cloud growth and Waymo expansion, Meta’s AI-enhanced ad platform and open-source Llama framework, and Microsoft’s Azure-driven enterprise expansion and Copilot tools that reinforce customer lock‑in and scalable profitability.
Microsoft’s stock has fallen about 24% this year while the broader market rose, as OpenAI shifts from ally to competitor, narrowing the AI edge that powered Azure Copilot. With Apple’s massive device ecosystem backing its AI efforts and Microsoft leaning on legacy Windows/Office for AI deployment, investors question whether Microsoft can sustain AI leadership against Alphabet and other rivals.
Alphabet will replace Verizon in the Dow, yielding about 4% index weighting and greater tech exposure; but due to the Dow's price-weighted design, the addition is unlikely to lift Alphabet on debut, as past tech inclusions like Nvidia and Amazon showed minimal or negative immediate moves, while Alphabet's AI spending and momentum have investors split.
The Motley Fool flags Alphabet and Microsoft as solid long-term bets in AI and cloud computing. It highlights Google Cloud’s 63% year-over-year revenue growth, margin expansion, Gemini and TPU AI offerings, and Microsoft Azure’s 40% YoY growth plus Copilot integration and OpenAI stake as durable AI drivers. The piece argues these two stocks could pay off over the next decade, while noting Alphabet wasn’t in Stock Advisor’s latest top-10 list.
Tech stocks pulled back mid-day as AI-trade concerns resurfaced ahead of Micron's earnings; the Philadelphia Semiconductor Index dipped after an earlier rally, MU fell ahead of its Q3 results despite a memory/storage deal with Anthropic, Nvidia and Qualcomm slid, while Alphabet edged higher after GOOG/GOOGL were named to join the Dow.
Alphabet will replace Verizon in the Dow Jones Industrial Average on June 29, bringing five of the Magnificent 7 into the DJIA; the change, driven by Alphabet’s large market cap and diversified tech portfolio, underscores tech’s growing weight in the index, while Honeywell Aerospace will join the S&P 500 in a separate move, replacing Conagra Brands.
US stock futures paused after a tech-led rout as investors await Micron's earnings for AI-demand cues; Nasdaq-100 futures rose about 0.5%, S&P 500 futures ~0.1% higher, and Dow futures ~0.1% lower. Alphabet will join the Dow, replacing Verizon, marking a shift toward AI/tech exposure. Gold slid below 4100 as Treasuries rallied and the dollar strengthened, while traders weigh high valuations and potential rate hikes amid AI optimism.
Google DeepMind has suffered a wave of high-profile departures (Noam Shazeer to OpenAI and John Jumper to Anthropic), fueling questions about whether the lab can stay at the AI forefront. With DeepMind’s Gemini models lagging on benchmarks and a slower release cadence compared with rivals like OpenAI and Anthropic, industry observers point to Alphabet’s size and risk-averse culture as possible hurdles. The exits come as Hassabis aims to reboot DeepMind’s path to leadership amid a rapidly evolving AI race across global labs and startups.
Alphabet will join the Dow Jones Industrial Average on June 29, replacing Verizon Communications, in a move aimed at better reflecting AI, cloud computing and tech services growth. Alphabet shares edged higher after hours, while Verizon has risen about 14% year-to-date, and the Dow’s price-weighting amplifies Alphabet’s impact given its larger market cap and diverse businesses.
Alphabet will replace Verizon in the Dow Jones Industrial Average, joining Nvidia, Amazon, Apple and Microsoft; Honeywell remains in the Dow after spinning off Honeywell Aerospace, while Verizon is removed due to the index’s price-weighting, expanding megacap tech exposure and AI/cloud themes.
Alphabet slid about 6.8% as two high‑profile AI departures—John Jumper from DeepMind to Anthropic and Noam Shazeer to OpenAI—along with a drop in its SpaceX stake weighed on sentiment, underscoring fierce AI talent competition, regulatory scrutiny, and dilution risks from a large AI infrastructure funding ahead of its July 28 earnings.
Alphabet shares slid about 5% after Nobel Prize–winning DeepMind engineer John Jumper announced his departure from Google DeepMind to join Anthropic, a move that follows other leadership exits in Google’s AI division and underscores ongoing talent shifts as AI rivals intensify the competition.
Alphabet shares fell about 7%—its worst day in a year—as two high-profile AI researchers left for rivals, fueling doubts about the durability of its AI advantage amid concerns of commoditized AI and heavy spending, with outages on Gmail/YouTube underscoring broader tech-market pressure.