GOOG News
-
I was reading about the Space X capital raise at a $800B valuation and they intend to take the company public some time next year at a 1-1.5T valuation based on starlink. Alphabet took a large stake in Space X 10 years ago acquiring somewhere between 7-7.5% equity for only $900M-a little known fact . Todays's valuation puts that at $56B and the IPO could push that to closer to 80-100B. We will see in February when they report just how much unrealised gain they book on the mark to market. Probably 25-30B gain!
-
Musk now talking about putting data centres in space! That would be a game changer.
-
Musk now talking about putting data centres in space! That would be a game changer.
@Coopersale said in GOOG News:
Musk now talking about putting data centres in space! That would be a game changer.
He is obsessed with space.
TBH, more DCs in Iceland would be good enough: low energy cost, simple cooling. Much easier to get the h/w built
-
It's mostly science fiction due to the costs today but it's good to push the boundaries of what is possible-after all, it's how we get there, you have to start somewhere. The next big thing will likely be deployment of humanoid robots at scale within the next 24 months and in terms of usable AI 'autonomous execution' where you set a task and it completes it without additional prompts.
-
Sorry meant to post this with my comment above.
https://x.com/elonmusk/status/2000603814249079165?s=61&t=iHaQYNHaXHYa5fzY9gX_Vw -
Sorry meant to post this with my comment above.
https://x.com/elonmusk/status/2000603814249079165?s=61&t=iHaQYNHaXHYa5fzY9gX_Vw@Coopersale said in GOOG News:
Sorry meant to post this with my comment above.
https://x.com/elonmusk/status/2000603814249079165?s=61&t=iHaQYNHaXHYa5fzY9gX_VwI can see the logic in that. It'll also end the moaning from the MMGW types as it won't release any gases on earth.
-
You have to hand it to Musk-he's a master marketer- it won't be long and he'll set up a real estate agency selling plots for sale on Mars-
-
Interesting analyst comments on Google. You will recall we have been big supporters of the company despite it being unloved for over 2 years prior to Q2 of 2025-the market got it completely wrong by assuming that GOOG was just a search engine at risk of being crushed by anti trust laws(and OpenAI). The reality is, they will likely 'win' the AI race-their decades of investment in moon shots and employing the brightest minds is paying off in spades. They are the most profitable company in the world for now and their valuation is unstretched imo.
Alphabet (GOOG) has become the worldās second most valuable company, overtaking Apple (AAPL) for the first time since 2019, as Googleās parent company strengthens its position at the sharp end of the artificial intelligence race.
Alphabet shares climbed more than 2% on Wednesday, pushing its market capitalisation to USD 3.89 trillion. Appleās valuation slipped to USD 3.86 trillion after its shares fell 0.8% on the day.
Wall Street analysts say Alphabetās Gemini model is rapidly narrowing the gap with OpenAIās ChatGPT, which remains the leading AI platform.
āLooking ahead to 2026, we expect AI to deliver further gains across the consumer business, with Gemini app downloads surpassing ChatGPT and AI Mode and Overviews driving longer user engagement,ā Jefferies said.Alphabet stock has surged 64% over the past 12 months. āSupported by robust core businesses, improving cloud momentum and a stronger AI product cycle, we believe GOOGL is well placed to extend its performance,ā Jefferies added.
-
Alphabet shares have surged as investor confidence snaps back, driven by clear evidence that Googleās AI strategy is not only defensible, but increasingly lucrative. After months of concern that generative AI would undermine search economics, recent performance suggests the opposite is unfolding.
According to market commentators including Deepwater Asset Management, Googleās core search business has exceeded expectations as AI-driven results prompt users to ask more follow-up questions rather than fewer. That behaviour matters. More queries translate into more advertising opportunities, and Google has moved quickly to place ads both below and within AI-generated responses. Independent testing cited by Deepwater indicates monetisation has improved materially over the past three months, strengthening the outlook for 2026 and beyond.
The company is also pushing aggressively into what it calls agentic commerce. New features allow users to complete checkout directly inside AI Mode, supported by fresh ad formats such as Direct Offers. A partnership with Walmart signals that Google is serious about capturing transaction-level value, not just referral traffic, a shift that could meaningfully lift revenue per user over time.
On the competitive front, Googleās Gemini models have gained traction at speed. Some analysts argue Gemini 3 now rivals, and in certain tasks surpasses, OpenAIās GPT, a view that has reshaped perceptions of the AI landscape. Momentum was further boosted by reports that Apple has selected Gemini to power upcoming Siri upgrades, displacing rival models.
Alphabet shares are now up roughly 80% over six months, placing the stock among the top performers in the Nasdaq 100. The rally reflects a simple recalibration: Google is no longer seen as an AI casualty, but as a credible AI winner that knows how to monetise at scale.
GOOG are expected to report their Q4 and biggest ever earnings on 4 Feb, exceeding $111B revenue (Q) and over $400B annually. A formidable operator with very deep expertise and competence across all things 'tech'. It's quite incredible to think, a company of this scale still growing at high double digit rates.