Alphabet (GOOGL)

Mentioned in 262 stories across 15 weeks · top score 88 76 172 14

Current view

Microsoft over Meta & Alphabet

Microsoft gets paid because its AI spending already shows up as cloud revenue; Meta and Google are being punished for spending without the payoff yet.

From the Market outlook, Jul 30 →

Stories mentioning GOOGL

Week 16	U.S. Stocks Erase $1 Trillion After Fed Holds Rates Steady, Pushing Nasdaq 100 Into 11% Correction	88	big	called down	not checked
Week 14	Moonshot AI Launches Kimi K3 Model, Triggering Global Semiconductor Selloff That Slides the Nikkei Down 4%	88	big	called down	mixed
Week 14	US Tech Stocks Tumble $850 Billion at Friday Open After Kimi K3 Model Draws OpenAI Praise	88	big	called mixed	mixed
Week 14	Moonshot AI Unveils Kimi K3 Model, Triggering Global Selloff in Chips and Software and Sending Nasdaq Futures Down 2%	88	big	called down	no follow-up
Week 8	Nasdaq Suffers Biggest Drop Since April 2025 as Strong May Jobs Report, AI Spending Fears Fuel $1.3 Trillion Chip Rout	85	big	called down	fizzled
Week 16	Moonshot AI Launches Kimi K3 Open Weight Model With 2.8T Parameters On July 27	82	big	called down	not checked
Week 16	U.S. 30-Year Treasury Yields Hit 5.24%, a 19-Year High, on Fed Rate Hold	82	big	called down	not checked
Week 15	Trump Administration Considers Entity List Controls on Chinese AI Models, Commerce Halts Ban Plan Following Kimi K3 Launch	82	big	called down	fizzled
Week 15	Nasdaq Drops 2% as Tesla and Alphabet Earnings Wipe Out $797 Billion in Magnificent 7 Value	82	big	called down	played out
Week 14	TogetherCompute Finds Kimi K3 Matches Claude Fable 5 at 35% of Price	82	big	called down	fizzled
Week 3	Big Tech Raises AI Spending Plans Toward $725 Billion	82	big	called up	played out
Week 2	DeepSeek Launches Open-Source V4 Models With 1M-Token Context	82	big	called down	fizzled
Week 14	Moonshot's Kimi K3 Tops Frontend Code Arena, First Chinese Model to Lead	80	big	called down	played out
Week 2	DeepSeek Rolls Out V4 Preview in Shift to Huawei Chips	80	big	called down	mixed
Week 16	Moonshot Releases Kimi K3 Weights for 2.8 Trillion Parameter Model With 1 Million Token Context	78	big	called down	not checked
Week 16	Venice Opens Private Kimi K3 Access, Offers $1,000 a Day in Free API Credits	78	big	called down	not checked
Week 16	Moonshot AI Releases Kimi K3 Weights for 2.8T Model, Publishes Technical Report	78	big	called down	not checked
Week 16	Microsoft Shares Jump 15% After Azure Revenue Surpasses $100 Billion In Fastest Cloud Growth In Four Years	78	big	called up	not checked
Week 16	Moonshot Releases Kimi K3 Weights, Ties Commercial Model Hosting to $20 Million Revenue Threshold	78	big	called down	not checked
Week 16	Microsoft Azure Revenue Surges 43% to Cross $100 Billion on AI Demand, Driving $130 Billion in New Data Center Leases	78	big	called up	not checked
Week 16	Meta Raises 2026 Capital Spending to $130 Billion, Misses Profit, Shares Drop 10%	78	big	called down	not checked
Week 15	Kimi K3 Patches 15 Critical Security Bugs That Codex and Fable 5 Refuse to Fix	78	big	called down	not checked
Week 15	Microsoft Tests 2.8-Trillion-Parameter Kimi K3 Model for Copilot on Azure	78	big	called down	not checked
Week 15	Magnificent 7 Wipe Out $797 Billion in Market Value as Oil Hits $100	78	big	called down	not checked
Week 15	Alphabet Raises 2026 AI Capex Guide to $205 Billion, Dragging Tech Stocks and the Nasdaq Down 2.5 Percent	78	big	called down	not checked