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Alphabet Inc.

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2026-08-13·GOOGL·supply chain disruption
partly pricedmeddown

At Made by Google 2026, Google launched the Pixel 11 lineup with base storage doubled to 256GB but starting price up...

At Made by Google 2026, Google launched the Pixel 11 lineup with base storage doubled to 256GB but starting price up $100 to $899, and the Pixel Watch 5 up $50 to $399.

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window 30devidence 55GOOGL $346.36 / 45d n/a
2026-08-12·GOOGL·consumer ai adoption spike
not priced inmedup

Google's Gemini app has crossed 1 billion monthly active users, making it the fastest Google product to reach that...

Google's Gemini app has crossed 1 billion monthly active users, making it the fastest Google product to reach that milestone, per CEO Sundar Pichai.

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window 15devidence 104GOOGL $346.36 / 45d n/a
2026-08-11·GOOGL·capex change hyperscaler
not priced inlowup

On 2026-08-10, Tom's Hardware reported that Alphabet's total purchase commitments surged to roughly $811 billion by Q2...

On 2026-08-10, Tom's Hardware reported that Alphabet's total purchase commitments surged to roughly $811 billion by Q2 2026, up from ~$140–150 billion in Q3 2025, leading a nearly $2 trillion combined commitment wave across Google, Microsoft, Meta, and Amazon.

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window 45devidence 56GOOGL $346.36 / 45d n/a
2026-08-10·GOOGL·talent movement
partly pricedmeddown

Google's AI leadership is in flux: Demis Hassabis has stepped back from day-to-day operations at DeepMind, and the...

Google's AI leadership is in flux: Demis Hassabis has stepped back from day-to-day operations at DeepMind, and the All-In Podcast headlines the situation as 'Google's AI Brain Drain.' Tim O'Reilly interprets the August 5 shakeup as a strategic pivot away from frontier-model...

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window 60devidence 49GOOGL $346.36 / 45d n/a
2026-08-09·GOOGL·ai strategy pivot
not priced inlowneutral

On Aug 9, 2026, Tim O'Reilly published an analysis (Asimov's Addendum, Techmeme permalink) arguing that Google's...

On Aug 9, 2026, Tim O'Reilly published an analysis (Asimov's Addendum, Techmeme permalink) arguing that Google's DeepMind leadership shakeup does not necessarily mean it is losing the AI race.

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window 30devidence 51GOOGL $346.36 / 45d n/a
2026-08-08·GOOGL·talent movement
partly pricedmeddown

Google's AI organization absorbed a double shock this week: DeepMind CEO Demis Hassabis stepped down on Wednesday (Aug...

Google's AI organization absorbed a double shock this week: DeepMind CEO Demis Hassabis stepped down on Wednesday (Aug 5) and chief scientist Jeff Dean left Google to found a startup, according to Semafor and The Vergecast.

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window 30devidence 52GOOGL $346.36 / 45d n/a
2026-08-07·GOOGL·talent movement
partly pricedhighdown

Alphabet's 8/6 bond sale raised $25B with ~$115B of peak demand, and the company told investors it will issue US debt...

Alphabet's 8/6 bond sale raised $25B with ~$115B of peak demand, and the company told investors it will issue US debt twice a year.

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window 60devidence 62GOOGL $346.36 / 45d n/a
2026-08-07·GOOGL·new product launch
not priced inlowup

Polymarket traders assign 71.5% probability to the next Google Gemini Pro model being released by August 31, 2026...

Polymarket traders assign 71.5% probability to the next Google Gemini Pro model being released by August 31, 2026 (Polymarket event).

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window 25devidence 4GOOGL $346.36 / 45d n/a
2026-08-06·GOOGL·talent movement
partly pricedhighdown

On August 5, 2026, Google announced a major reshuffle of its AI leadership: chief scientist Jeff Dean is leaving after...

On August 5, 2026, Google announced a major reshuffle of its AI leadership: chief scientist Jeff Dean is leaving after 27 years to co-found Discovery Loop with Sanjay Ghemawat, Quoc Le, and Oriol Vinyals, while DeepMind CEO Demis Hassabis moves to a chairman role and Alphabet...

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window 30devidence 112GOOGL $346.36 / 45d n/a
2026-08-05·GOOGL·regional compute buildout
not priced inlowup

DataCenterDynamics reported on 2026-08-04 that Alphabet/Google is a possible customer of a MidAmerican data center in...

DataCenterDynamics reported on 2026-08-04 that Alphabet/Google is a possible customer of a MidAmerican data center in Salix County, Iowa (report).

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window 60devidence 46GOOGL $346.36 / 45d n/a
2026-08-03·GOOGL·earnings surprise
partly pricedmeddown

Alphabet (GOOGL) reported its first negative free cash flow quarter even as Google Cloud grew 82% year-over-year, a...

Alphabet (GOOGL) reported its first negative free cash flow quarter even as Google Cloud grew 82% year-over-year, a combination that spooked markets and raised fresh questions about hyperscaler AI capex sustainability.

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window 15devidence 100GOOGL $346.36 / 45d n/a
2026-08-02·GOOGL·capex change hyperscaler
partly pricedmeddown

Alphabet's latest 10-Q (SEC filing Source 4) showed H1 revenue of ~$186.7B and net income of ~$62.7B, but investor...

Alphabet's latest 10-Q (SEC filing Source 4) showed H1 revenue of ~$186.7B and net income of ~$62.7B, but investor focus has shifted to the company's expanding AI capital expenditures.

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window 45devidence 46GOOGL $346.36 / 45d n/a
2026-08-01·GOOGL·new product launch
not priced inmedup

Google Cloud published its July 2026 AI infrastructure and orchestration roundup (Source 42), documenting a broad...

Google Cloud published its July 2026 AI infrastructure and orchestration roundup (Source 42), documenting a broad expansion of its AI compute and storage stack.

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window 45devidence 53GOOGL $346.36 / 45d n/a
2026-07-30·GOOGL·cloud contract win
not priced inlowup

On July 29, 2026, The Register reported that the National Oceanic and Atmospheric Administration (NOAA) is moving its...

On July 29, 2026, The Register reported that the National Oceanic and Atmospheric Administration (NOAA) is moving its weather-predicting supercomputing workloads to Google Cloud.

window 60devidence 19GOOGL $346.36 / 45d n/a
2026-07-29·GOOGL·capex change hyperscaler
partly pricedhighdown

Google's parent Alphabet reported negative free cash flow of $5.9B in Q2 2026, its first cash-negative quarter since...

Google's parent Alphabet reported negative free cash flow of $5.9B in Q2 2026, its first cash-negative quarter since IPO, as capital expenditures doubled YoY to a record $44.9B.

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window 45devidence 27GOOGL $346.36 / 45d n/a
2026-07-28·GOOGL·data center buildout
not priced inmedup

Verizon disclosed a deal worth more than $1 billion to link Google data centers using its dark fiber routes, as part of...

Verizon disclosed a deal worth more than $1 billion to link Google data centers using its dark fiber routes, as part of a new 'AI Connect' business initiative (source 11: CEO Dan Schulman said the deal is the first of many, with additional AI deals worth 'multiple billions'...

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window 45devidence 18GOOGL $346.36 / 45d n/a
2026-07-27·GOOGL·earnings surprise
partly pricedmeddown

Google's recent earnings disappointed the market, casting a pall over Big Tech and the AI trade, according to a...

Google's recent earnings disappointed the market, casting a pall over Big Tech and the AI trade, according to a MarketWatch report (source: MarketWatch).

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window 10devidence 12GOOGL $346.36 / 45d n/a
2026-07-26·GOOGL·data center announcement
not priced inhighup

Verizon announced a deal worth over $1 billion to provide dark-fiber connectivity for Google's data centers, signaling...

Verizon announced a deal worth over $1 billion to provide dark-fiber connectivity for Google's data centers, signaling ongoing infrastructure expansion for AI workloads.

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window 30devidence 20GOOGL $346.36 / 45d n/a
2026-07-25·GOOGL·capex change hyperscaler
partly pricedhighdown

Alphabet (GOOGL) raised its 2026 capex forecast to $195-205B from $180-190B and reported negative free cash flow of...

Alphabet (GOOGL) raised its 2026 capex forecast to $195-205B from $180-190B and reported negative free cash flow of -$5.8B in Q2, its first-ever negative quarterly FCF.

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window 45devidence 27GOOGL $346.36 / 45d n/a
2026-07-23·GOOGL·capex change hyperscaler
partly pricedhighdown

Alphabet (GOOGL) reported Q2 2026 results that showed both strong cloud revenue growth and a historic financial strain...

Alphabet (GOOGL) reported Q2 2026 results that showed both strong cloud revenue growth and a historic financial strain from AI infrastructure spending.

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window 45devidence 40GOOGL $346.36 / 45d n/a