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GOOGL news.

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TRAD_FIN10-30 21:15 UTC

*ALPHABET'S GOOGLE IN TALKS WITH DOD FOR WORK ON GOLDEN DOME

$GOOGL

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Citrini (@citrini)10-30 15:50 UTC

Good take

>>QUOTE BuccoCapital Bloke (@buccocapital) Reddit call was absolutely fascinating. Everyone should listen to it as a bellwether for where the internet is going - AI Mode is increasingly default Google experience - AI Mode provides rich info and data in line, less incentive to leave search - AI Mose incentivizes dialog, Google wants to keep you engaged to…

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tradfi news (@tradfi)10-29 20:00 UTC

*ALPHABET SHARES FALL 13%, WIPING OUT $479 BILLION IN VALUE

$GOOGL

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FinancialJuice (@financialjuice)10-29 13:33 UTC

Alphabet shares fall 13%, set to erase $489 billion in value. $GOOGL

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Citrini (@citrini)10-29 02:58 UTC

Interesting

>>QUOTE Max Anderson (@MaxAnderson) As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty: This revenue growth in Search is artificial & extremely unhealthy for Google’s business long term Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries Google’s…

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FinancialJuice (@financialjuice)10-28 20:59 UTC

Google attributes $8.2 bln other income loss to SpaceX share drop. $GOOGL $SPCX

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First Squawk (@FirstSquawk)10-28 20:59 UTC

GOOGLE’S ASHKENAZI SAYS R&D SPENDING IS UP 36%, DRIVEN BY AI HIRES AND DEPRECIATION, AND THAT GOOGLE WORKS WITH ANTHROPIC ON TPUS DIRECTLY AND WITH BROADCOM

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FinancialJuice (@financialjuice)10-28 20:58 UTC

Google's Ashkenazi: R&D spending up 36% driven by AI hires and depreciation. $GOOGL

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FinancialJuice (@financialjuice)10-28 20:57 UTC

Google works with Anthropic on TPUs directly and with Broadcom. $GOOGL $AVGO

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FinancialJuice (@financialjuice)10-28 20:56 UTC

Apple scaling pre-training of foundation models on Google TPUs. $GOOGL $AAPL

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