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Alphabet Inc.

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2026-05-31·GOOGL·new product launch
not priced inlowneutral

Google has launched Gemini Spark, a 24/7 agentic AI assistant integrated with Gmail, Calendar, Docs, Sheets, and...

Google has launched Gemini Spark, a 24/7 agentic AI assistant integrated with Gmail, Calendar, Docs, Sheets, and Slides.

window 30devidence 8GOOGL $380.34 / 45d n/a
2026-05-30·GOOGL·demand signal
not priced inlowup

NetApp reported record quarterly and full-year revenues for fiscal 2026, driven by AI and all-flash demand.

NetApp reported record quarterly and full-year revenues for fiscal 2026, driven by AI and all-flash demand.

spilloverMSFTAMZN
window 30devidence 15GOOGL $380.34 / 45d n/a
2026-05-29·GOOGL·partnership
not priced inlowup

Google and Canonical have announced a partnership to certify Ubuntu images for Google's TPU VMs, as reported by The...

Google and Canonical have announced a partnership to certify Ubuntu images for Google's TPU VMs, as reported by The Register on May 28, 2026.

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window 30devidence 19GOOGL $380.34 / 45d n/a
2026-05-24·GOOGL·new product launch
not priced inlowneutral

Google has released Gemini Omni, a new family of generative AI models that can turn any input type into video (The...

Google has released Gemini Omni, a new family of generative AI models that can turn any input type into video (The Verge).

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window 30devidence 5GOOGL $380.34 / 45d n/a
2026-05-23·GOOGL·partnership
not priced inlowup

On May 22, 2026, it was reported that Google and Blackstone have teamed up to launch a TPU venture (Source: HPCwire).

On May 22, 2026, it was reported that Google and Blackstone have teamed up to launch a TPU venture (Source: HPCwire).

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window 60devidence 13GOOGL $380.34 / 45d n/a
2026-05-21·GOOGL·partnership
not priced inmedup

On May 20, 2026, NVIDIA and Google Cloud announced a partnership to empower the next wave of AI builders (source 32).

On May 20, 2026, NVIDIA and Google Cloud announced a partnership to empower the next wave of AI builders (source 32).

spilloverNVDA
window 30devidence 37GOOGL $380.34 / 45d n/a
2026-05-21·GOOGL·ai service adoption surge
not priced inmedup

Google's AI Mode for search has seen explosive growth, with usage doubling every quarter and reaching over 1 billion...

Google's AI Mode for search has seen explosive growth, with usage doubling every quarter and reaching over 1 billion monthly users as of May 2026, as reported by Ars Technica (source).

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window 60devidence 37GOOGL $380.34 / 45d n/a
2026-04-25·GOOGL·new product launch
not priced inhighup

Google Cloud Next '26 took place this week in Las Vegas, and the energy was incredible as we welcomed over 32,000...

Google Cloud Next '26 took place this week in Las Vegas, and the energy was incredible as we welcomed over 32,000 leaders, developers, and partners to explore the Agentic Era with us.

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window 60devidence 11GOOGL $380.34 / 45d n/a
2026-04-25·GOOGL·data center announcement
not priced inhighup

Google Cloud has announced a significant expansion of its AI infrastructure at Google Cloud Next '26, including the...

Google Cloud has announced a significant expansion of its AI infrastructure at Google Cloud Next '26, including the introduction of the A5X bare-metal instances built on NVIDIA Vera Rubin NVL72 rack-scale systems.

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window 60devidence 10GOOGL $380.34 / 45d n/a