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GOOGL stock news & analysis

Everything Pomegra has published on GOOGL: 30 news articles and 24 market briefs, newest first.

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GOOGL news

MSFT Falls 3% as Anthropic Launches Claude Sheets
Technology
MAJOR
1d ago5 min read

MSFT Falls 3% as Anthropic Launches Claude Sheets

Microsoft shares fell about 3% after Anthropic unveiled Claude Sheets, Whiteboards and Data, AI workplace tools aimed at Office and Excel ahead of its IPO.

Google TPU 8tx and 8i Max Widen Challenge to Nvidia
Technology
MAJOR
2d ago5 min read

Google TPU 8tx and 8i Max Widen Challenge to Nvidia

Google's new TPU 8tx and TPU 8i Max chips, plus a customer base nearing 100 that includes Apple, Meta and Oracle, widen its push against Nvidia in AI hardware.

AI Stocks: Amazon and Meta Rise on JPMorgan Picks
Technology
NOTABLE
3d ago6 min read

AI Stocks: Amazon and Meta Rise on JPMorgan Picks

Amazon (AMZN) and Meta (META) gained 2.5% to 3% premarket after JPMorgan named them top AI stocks, citing AWS cloud growth and AI-driven advertising revenue.

Alphabet (GOOGL) Q3 2026: Worst Day Since 2004 IPO
Business & Earnings
SEISMIC
Nov 36 min read

Alphabet (GOOGL) Q3 2026: Worst Day Since 2004 IPO

Alphabet fell 12.6% in its worst session since the 2004 IPO after missing Q3 2026 estimates, sharpening investor doubts about the payoff from AI spending.

Intel Extends Slide as Nasdaq 100 Enters Correction
Markets
MAJOR
Nov 36 min read

Intel Extends Slide as Nasdaq 100 Enters Correction

Intel fell another 8.8% on Monday after its worst day since 1974, and the Nasdaq-100 slipped into a correction as the chip selloff reached $3.7 trillion.

Alphabet (GOOGL) Q3 2026: Worst Day on Record Explained
Technology
SEISMIC
Nov 16 min read

Alphabet (GOOGL) Q3 2026: Worst Day on Record Explained

Alphabet shares fell 12.6% on Oct. 29, their worst day on record, after a search revenue miss, negative free cash flow and $51.4B in quarterly capex.

Microsoft Q1 2027: Azure Up 48% as Capex Lags Forecasts
Business & Earnings
MAJOR
Oct 305 min read

Microsoft Q1 2027: Azure Up 48% as Capex Lags Forecasts

Microsoft (MSFT) beat first-quarter fiscal 2027 estimates as Azure grew 48%, while $39 billion of capex undershot forecasts and kept AI returns in focus.

Alphabet (GOOGL) Q3 2026: Worst Day Ever on AI Capex
Business & Earnings
SEISMIC
Oct 305 min read

Alphabet (GOOGL) Q3 2026: Worst Day Ever on AI Capex

Alphabet (GOOGL) lost about $500 billion in value on its worst day ever as a revenue miss, negative free cash flow and $300 billion capex plan hit AI stocks.

Alphabet (GOOG) Q3 2026: Shares Drop 9% on Cash Burn
Technology
MAJOR
Oct 285 min read

Alphabet (GOOG) Q3 2026: Shares Drop 9% on Cash Burn

Alphabet shares fell about 9% after hours as Q3 search revenue missed at $63.35B and free cash flow turned negative $9.07B, raising AI spending questions.

Coca-Cola, Boeing, UPS, Visa Earnings Open Big Week
Business & Earnings
MAJOR
Oct 276 min read

Coca-Cola, Boeing, UPS, Visa Earnings Open Big Week

Coca-Cola and UPS raised 2026 guidance while Boeing posted a wider core loss, as Visa reports after the close ahead of Microsoft and Alphabet on Wednesday.

AI Stocks Face Proof Test as MSFT, GOOGL, AMZN Report
Business & Earnings
MAJOR
Oct 275 min read

AI Stocks Face Proof Test as MSFT, GOOGL, AMZN Report

Microsoft, Alphabet and Amazon report earnings on Oct. 28-29 as investors look for proof that AI stocks' record capex is producing cloud revenue and profit growth.

Stock Market Today: Earnings, Fed and Midterms Collide
Markets
MAJOR
Oct 266 min read

Stock Market Today: Earnings, Fed and Midterms Collide

Microsoft, Alphabet and Amazon report as the Fed decides on rates Wednesday, with PCE data due Thursday and midterms on Nov. 3 shaping the stock market today.

Nasdaq 100 Futures Rise 1.3% Before Big Tech Earnings
Markets
NOTABLE
Oct 194 min read

Nasdaq 100 Futures Rise 1.3% Before Big Tech Earnings

Nasdaq 100 futures rose about 1.3% Monday after a 5.5% weekly drop as investors bought the dip ahead of Meta, Tesla and Netflix earnings in a packed week.

Alphabet Gemini 4 Argon Launch Lifts Shares, Then Fades
Technology
NOTABLE
Oct 55 min read

Alphabet Gemini 4 Argon Launch Lifts Shares, Then Fades

Alphabet rose about 2% premarket on Oct. 1 as Google launched Gemini 4 Argon, an AI model for coding and cybersecurity priced from $2 per million tokens.

Alphabet (GOOGL) Gemini 4 Argon Launch Lifts Shares 2%
Technology
NOTABLE
Oct 16 min read

Alphabet (GOOGL) Gemini 4 Argon Launch Lifts Shares 2%

Alphabet rose about 2% in premarket trading as Google launched Gemini 4 Argon, a low-priced AI model that can find and fix software vulnerabilities on its own.

Anthropic IPO Prospectus: $518B Compute, $11.5B Quarter
Technology
MAJOR
Oct 15 min read

Anthropic IPO Prospectus: $518B Compute, $11.5B Quarter

Anthropic's leaked IPO prospectus shows $11.5 billion in quarterly revenue, $518 billion in compute commitments and a warning of existential risk from AI.

Alphabet (GOOGL) Slips as Google Appeals EU AI Orders
Technology
NOTABLE
Sep 304 min read

Alphabet (GOOGL) Slips as Google Appeals EU AI Orders

Alphabet shares slipped 0.5% after Google appealed two EU Digital Markets Act orders to open Android and Search data to AI rivals, with deadlines in 2027.

Alphabet Slides 4% as AI Rotation Favors Meta's Muse
Technology
MAJOR
Sep 246 min read

Alphabet Slides 4% as AI Rotation Favors Meta's Muse

Alphabet dropped 3.8% on September 23 as institutional investors rotated into Meta Platforms, widening a 30-day gap in which META gained 37% against GOOG's near-flat showing ahead of…

Technology
MAJOR
Sep 226 min read

Ackman's Alphabet Exit Pays Off as Meta Surges

Bill Ackman exited Alphabet in Q2 2026, raised Pershing Square's Meta stake by 20%, and generated roughly 19 percentage points of outperformance so far.

Qualcomm Snapdragon Summit Eyes Next AI Chip Catalyst
Technology
MAJOR
Sep 226 min read

Qualcomm Snapdragon Summit Eyes Next AI Chip Catalyst

Qualcomm opens Snapdragon Summit 2026 in Maui on September 22 as AI chip stocks rally on Arm Holdings' 17% surge and fresh 2nm platform reveals loom.

Anthropic Eyes $2T Nasdaq IPO Amid AI Slowdown Push
Technology
SEISMIC
Sep 166 min read

Anthropic Eyes $2T Nasdaq IPO Amid AI Slowdown Push

Anthropic targets a $2 trillion October 2026 Nasdaq debut, raising over $100 billion, even as CEO Dario Amodei's AI slowdown calls rattle the tech sector it is listing into.

Intel, AMD Rebound as AI-Safety Selloff Loses Momentum
Technology
MAJOR
Sep 156 min read

Intel, AMD Rebound as AI-Safety Selloff Loses Momentum

Intel rose 4% and AMD gained 3% Tuesday as chip stocks bounced back from an AI-safety selloff, outperforming a falling broader market on intact hyperscaler capex signals.

Trump Brands Amodei AI Safety Essay a Hoax
Technology
SEISMIC
Sep 155 min read

Trump Brands Amodei AI Safety Essay a Hoax

Trump named Anthropic CEO Dario Amodei on Monday, calling AI safety warnings a hoax and vowing no White House brake on U.S. AI development.

Goldman: AI Safety Pivot Risks 20% Stock Correction
Technology
SEISMIC
Sep 146 min read

Goldman: AI Safety Pivot Risks 20% Stock Correction

Goldman Sachs warns an AI safety-driven pullback in Big Tech data center spending could erase 20% of S&P 500 valuations and collapse 2026's earnings thesis.

Adobe Q3 Beat Overshadowed by Guidance Miss, CEO Exit
Business & Earnings
NOTABLE
Sep 125 min read

Adobe Q3 Beat Overshadowed by Guidance Miss, CEO Exit

Adobe Q3 2026: $6.76B revenue and $6.13 non-GAAP EPS topped estimates, but a narrow Q4 guidance miss and CEO succession announcement sent ADBE shares down roughly 2.7%.

Caterpillar Tops the Dow Industrials Average on AI Pivot
Markets
MAJOR
Sep 117 min read

Caterpillar Tops the Dow Industrials Average on AI Pivot

Caterpillar surged 2% Friday, topping the Dow Jones industrials average as Wall Street reclassified CAT as a data center stock on a 72% AI power demand surge.

Google, Meta Face 3,000 Youth Addiction Lawsuits
Markets
SEISMIC
Sep 96 min read

Google, Meta Face 3,000 Youth Addiction Lawsuits

The Ninth Circuit cleared 3,000-plus youth-addiction suits against Google, Meta, Snap and TikTok and refused to pause a 29-state attorney-general trial, driving Alphabet shares down 3.18%.

Meta Shares Jump 6% Premarket on Muse AI Debut
Technology
MAJOR
Sep 96 min read

Meta Shares Jump 6% Premarket on Muse AI Debut

Meta Platforms shares surged 6% in Wednesday premarket trading after Muse, its persistent personal AI agent, launched Tuesday evening as the company's clearest answer yet to rivals in the consumer…

TSLA Falls 6% as NHTSA Probes Cybercab Launch
Markets
SEISMIC
Sep 76 min read

TSLA Falls 6% as NHTSA Probes Cybercab Launch

Federal regulators opened a formal investigation into Tesla's 1,000-unit Cybercab deployment in Austin hours after launch, sending TSLA shares down 6% and raising fears of a prolonged regulatory…

SNOW +23%: Snowflake's AI Bet Pays Off in Q2 FY2027
Technology
SEISMIC
Sep 56 min read

SNOW +23%: Snowflake's AI Bet Pays Off in Q2 FY2027

Snowflake's blowout quarter erases years of post-peak doubt as enterprise AI workloads convert to cloud data platform revenue at scale, lifting shares by nearly a quarter in a single session.