NASDAQ: GOOGL

Alphabet Inc.

$357.37
+3.72 (+1.05%)as of 2026-06-30
1-year price · 252 sessions
Key stats
52-week range$357.37
$174.36$402.62
Today
Open
353.86
Day high
358.62
Day low
350.40
Prev close
353.65
Volume
33.8M
Valuation
Mkt cap
$4.33T
P/E (TTM)
27.0
EPS (TTM)
$13.24
P/B
9.0
P/S
10.2
Dividend
Yield
0.24%
Per share
$0.85
Insider & institutional activity · SEC Form 4 / 13F
  • Insiders net selling -$1.4M over the last 3 months (0 open-market buys, 35 sales)
  • 🏛Institutions mixed (13F)
See all GOOGL insider trades →

Alphabet Inc. (GOOGL) is a Technology company listed on NASDAQ. The stock is up 103% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 35 sales (SEC Form 4). Drillr has 24 published research articles covering GOOGL.

GOOGL research & analysis

  1. GOOGL Stock: Apple Gemini AI Deal Explained

    Apple-Gemini partnership routes 2.6B iOS users into GOOGL AI. Single biggest Gemini distribution win since launch, with potential $5-15B annual contribution.

    AAPLNVDA
  2. META Stock: AI Fundraising and the Mag 7 Capex Dilution Trade

    FT reports Meta could raise tens of billions in new equity to fund AI infrastructure. What the dilution risk means for META and the broader Mag 7 capex cycle.

    META
  3. GOOGL: SpaceX $30B Compute Deal Reshapes Mag 7 Capex

    Google is paying SpaceX $920M monthly to lease xAI data center capacity in a $30B deal. What it means for GOOGL's AI infrastructure strategy and capex outlook.

    TSLA
  4. MSFT Stock: OpenAI Government Stake and Dilution Risk

    Trump administration is discussing a government equity stake in OpenAI. What it would mean for Microsoft's 49% OpenAI ownership and the MSFT thesis.

    MSFT
  5. AMZN's $176B Annualized CapEx Reframes Amazon as Hyperscaler

    Amazon's Q1 2026 capex run-rate annualizes to $176B — putting it in the same tier as MSFT and GOOGL. The capital-allocation math reframes the AMZN equity.

    AMZNMSFTNVDA
  6. GOOGL's $80B Stock Raise: Why Alphabet Picked Equity

    Alphabet's $80B secondary issuance signals AI capex has outgrown organic FCF. Goldman bookrunner. The capital-allocation pivot reprices the hyperscaler.

    NVDATSMMSFT
  7. GOOGL, AMZN Anthropic IPO Exposure: $400-500B Repricing

    Anthropic's expected IPO at $400-500B repositions hyperscaler AI equity stakes from off-balance-sheet to mark-to-market.

    AMZNMSFTNVDA
  8. NVDA AMD AI Agent Capex 2026: Pricing the "Very Expensive" Workload Tier

    NVDA AMD AI agent capex 2026 thesis: Semianalysis $10K AI-agent code review run + Anthropic Opus 4.8 5x cost cut unlocks a new $1B+ enterprise R&D inference demand pool on hyperscale GPUs.

    NVDAAMDMSFT
  9. AMZN+MSFT+GOOGL: $50B AI Power Deals to NEE & CEG

    Clearway Energy's 2 GW hyperscaler power purchase agreements quantify what had been qualitative AI data center power demand, implying $50B annual investment through 2030 is credible. NextEra and Constellation trade at 19x and 12x forward P/E despite positioned for multi-decade contracted revenue streams, while hyperscalers demanding the power trade at 25-35x. Long NEE and CEG targets 15-25% upside over 12 months as Q2-Q4 earnings calls surface similar contract announcements.

    NEECEGCWEN.A
  10. GOOGL: $17B Quarterly FCF Holds as AI Capex Hits $13B

    Alphabet's Q1 2026 free cash flow fell 27% YoY to $17.1B as AI capex surged to $13.2B, now consuming 44% of operating cash flow. Management raised full-year capex guidance to $55-60B, putting the free cash flow trajectory on pace to test the low-teens billions by year-end if the ramp continues.

    GOOG
  11. Federal AI Regulation Is Here: NVDA Faces Curbs While MSFT and ORCL Stand to Win

    Anchored in the WSJ's April 10 report on White House AI safeguards, this analyzes U.S. federal regulation's impact: compliant giants like ORCL and MSFT win, while NVDA faces curbs. Ranks six stocks by conviction amid rising compliance demands.

    MSFTORCLAMZN
  12. Anthropic Model Launch Sparks Selloff — AMZN Wins While MSFT and CRM Face New AI Risk

    Anthropic's April 9 model launch triggered a software selloff, highlighting OpenAI's slipping frontier AI share. Amazon leads winners via Anthropic ties, while Salesforce faces risks; ranked analysis covers financials and exposure for MSFT, GOOGL, META, AMZN, CRM.

    MSFTAMZNMETA
  13. Anthropic Mythos Launch: Why AMZN and NVDA Are the Biggest AI Infrastructure Winners

    Anthropic's Mythos model launch, per Bloomberg, marks a commercial AI inflection, supercharging AMZN's AWS (24% growth) and NVDA's chips (65% revenue surge) via deep partnerships and $10B+ investments. MSFT benefits from Azure multi-model hosting, while GOOGL trails. Bullish: Infrastructure leaders poised for dominance amid inference boom.

    AMZNNVDAMSFT
  14. MSFT Azure Eyes Estimate Beat: Why $150B Capex Is Fueling — Not Threatening — Growth

    Analyst optimism on Azure beating estimates despite $150B capex highlights hyperscaler resilience, with MSFT, AWS, and Google Cloud posting 20-48% revenue growth amid surging infrastructure investments. Trajectory favors long-term FCF as AI demand monetizes capacity.

    MSFTAMZN
  15. AI Is Replacing High-Paid Jobs — MSFT Tops 6 Enterprise Stocks Ranked to Capture the Windfall

    A UK study flags AI risks to high-paid jobs and taxes, spotlighting enterprise AI winners like MSFT and GOOGL automating professional roles. We rank six leaders by exposure and valuation, with Microsoft topping conviction amid Copilot's explosive growth.

    MSFTAMZNCRM
  16. MSFT AI Capex Warning: Are MSFT and AMZN Most Exposed to a Dot-Com Repeat?

    Bloomberg's alert on Microsoft's AI capex has reignited dot-com bubble fears across Big Tech. This analysis ranks six leaders by overexposure, highlighting MSFT and AMZN as most vulnerable amid soaring spends and frothy multiples.

    MSFTAMZNMETA
  17. Gold Hits $3,400: GLD, NEM, GOLD — Which Miners Have the Most Upside Left?

    A UK study warns AI threatens high-paid jobs and tax revenue, spotlighting productivity opportunities for enterprise AI leaders. Microsoft, Salesforce, Adobe, Intuit, IBM, and Alphabet are automating professional roles with agents like Copilot and Firefly, backed by strong growth and margins. Ranked by conviction, MSFT and ADBE top the list amid accelerating adoption.

    MSFTCRMIBM
  18. Trump's Iran Strike Reshuffles Markets: XLE Surges While SPY and QQQ Slip

    Motley Fool projects AI infrastructure spending tripling by 2029, boosting hyperscalers like MSFT, AMZN, GOOGL and suppliers NVDA, AMD, SMCI. Microsoft and NVIDIA top the winners with superior AI exposure and growth. Ranked conviction favors Azure and GPUs amid $200B+ capex surges.

    AMZNMSFTNVDA
  19. $300B AI VC Boom Spills Into Public Markets — NVDA, MSFT Lead 6 Top Picks

    A record $300B VC surge into AI startups is spilling over to public markets, boosting demand for chips, cloud, and platforms. NVIDIA, Microsoft, and peers lead the capture with explosive growth and AI tailwinds. Ranked picks highlight purest plays amid hyperscaler capex frenzy.

    NVDAMSFTAMZN
  20. Hyperscaler Capex Arms Race: Four Cloud Platforms Battling for AI Workload Dominance

    The four major cloud platforms — Amazon, Microsoft, Alphabet, and Oracle — are collectively committing over $600 billion in 2026 capital expenditure to build AI infrastructure, with Dell as a picks-and-shovels beneficiary. Microsoft offers the best risk-adjusted return with the highest margins and broadest AI monetization, while Alphabet's self-funded 48% cloud growth and Oracle's cheapest valuation but highest execution risk round out the competitive landscape.

    AMZNMSFTORCL

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