GOOG — Alphabet / Google
Alphabet / Google: what they do, key numbers, and conditions we are monitoring.
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GOOG — Alphabet / Google
Search, Cloud & AI Models • Monitoring
What They Do
Alphabet operates Google Search, YouTube, Google Cloud with TPU custom silicon, DeepMind AI research, and Waymo autonomous driving. Google is both the AI leader (DeepMind, TPUs, Gemini) and the most vulnerable to AI disruption (search revenue at risk from AI assistants).
Key Numbers
| Current Price | ~$334 |
| Market Cap | ~$4.1T |
| AI Models | Gemini family via DeepMind |
| Custom Silicon | TPU (designed by Google, manufactured by Broadcom/TSMC) |
| Next Earnings | Apr 2026 |
What We’re Watching
- Search revenue trends as AI assistants compete
- Cloud and AI revenue growth rate
- Gemini adoption and competitive positioning vs Claude and GPT
Sources: Alphabet 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (GOOG)
Last Updated: April 16, 2026
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