Bull / Bear meter
GOOGL DD: what the balance sheet says about staying power
Alphabet Inc. (GOOGL) Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at. THE SETUP GOOGL trades at $338.46. Performance: -5.3% over a month, +13.6% over six, +44.5% over a year. S…
GOOGL filings check: what insiders and Congress disclosed (DD)
Alphabet Inc. (GOOGL) Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read. INSIDERS (FORM 4) 0 open-market buys worth $0 vs 0 sells worth $0 across 8 filers. CON…
Cloud grew 82%, but $45B of quarterly capex is the real headline
$GOOGL Q2 2026: revenue $119.8B (+24% YoY), and Google Cloud is the standout at $24.8B (+82%), with cloud operating income up to $8.8B from $2.8B a year ago. Consolidated operating margin expanded to 34%. Here's the part…
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[Mag 7 earnings: Alphabet 'really set the tone,' strategist says](https://finance.yahoo.com/video/mag-7-earnings-alphabet-really-set-the-tone-strategist-says-194621871.html)
GOOGL cloud margins are the real story
Everyone fixates on ads, but Cloud just turned the corner on operating margin. Sum-of-parts says this is cheap.