While everything else heads ⤵️
Well, almost everything else.
Why has Alphabet has held up better?
Volatile lately due to its massive ~$80-85B equity raise (announced early June, including $10B from Berkshire Hathaway) to fund aggressive AI infrastructure/capex ($180-190B expected for 2026). This initially weighed on the stock due to dilution fears, but it's widely viewed as a sign of strong AI demand (e.g., Google Cloud up 63% YoY in Q1 with a huge backlog).
AI momentum and fundamentals: Strong Q1 results (revenue +22%, cloud growth, AI progress) and investor confidence from big names like Berkshire and ARK Invest have provided a floor. It's seen as better positioned in AI/search/cloud compared to some peers facing more immediate pressure.
While Goggle is a little down, it's outperforming heavier tech losers (e.g., Nvidia, Broadcom down more sharply on AI demand/guidance worries). Broader market rotation or bargain-hunting in big tech may also be at play.
*Today 050626 is Alphabet's 2026 annual shareholder meeting* (virtual). No announcements yet, but whatever was said is unlikely to be significant.
Fsl
vorige week
Google’s AI infrastructure might back the new Siri upgrade🔥
Google to Raise $80 Billion via New Share Issuance: Key Details
Tquake
2 weken geleden
🔥 A $10 Billion Bet on the Future
Jlawry
2 weken geleden
$80bn
What does $80,000,000,000 realistically buy?
Like I know they're a tech giant. But for real, what costs this much? I assume this money will pump up the semiconductors, chip manufacturers, data warehouses, power companies etc
It's like quantitive easing via a public company, ordered by the BoA
Nova888
2 weken geleden
News
Google is reportedly planning to sell up to $80B in new shares to fund growth, with Berkshire Hathaway said to be considering a $10B investment in Google
GOOGL & WDAY expanded their AI partnership to bring Gemini-powered agents deeper into enterprise HR & finance workflows.
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