$GOOG

Alphabet CEO Sundar Pichai stated Waymo could meaningfully contribute to Alphabet's financials by 2027. Waymo has expanded services to multiple cities, providing over 500,000 rides weekly. Alphabet values Waymo at $126 billion, though its current revenue is part of Alphabet's 'other bets' segment, which generated $382 million in Q2. Analysts rate Alphabet stock a strong buy with a $426.68 price target, 26% above current levels.

Alphabet CEO Sundar Pichai stated Waymo could meaningfully contribute to Alphabet's financials by 2027. Waymo's market value is $126 billion, though its current revenue is modest. Alphabet's analysts rate GOOGL a strong buy with a $426.68 price target, 26% above current price.

Berkshire Hathaway's new CEO, Greg Abel, has 63% of its $360B portfolio in 5 stocks: Apple ($72.87B), American Express ($50.52B), Alphabet ($36.63B), Coca-Cola ($35.86B), and Bank of America ($30.13B). Abel has increased Alphabet's stake significantly and reduced Bank of America's for 8 straight quarters.

Eos Energy (EOSE) and Google (GOOGL) announced a collaboration to provide clean energy to the PJM grid. Eos will supply a 10MW/100MWh battery. Stifel analyst reiterated a Buy rating with a $9.00 price target. Eos reported Q2 revenue of $68.8M, up 351% YoY, but a gross loss of $48.8M. Hedge fund interest in Eos and Alphabet increased in Q2.

Google (GOOGL) software engineer Michele Spagnuolo was charged with fraud and money laundering for allegedly using confidential company data to win $1.2M on Polymarket. He accessed non-public search data to bet on Google's 'Year in Search' results. Authorities claim he traded $2.75M, profiting over $1.2M. GOOGL stock rose 0.11% after-hours. Polymarket settles trades in USDC stablecoin, recently partnering with Circle (CRCL) to use native USDC.

Alphabet (GOOG, GOOGL) avoided a forced sale of its ad tech tools, with a judge approving behavioral remedies instead. The ruling concerns Google Network, a shrinking business with declining revenue for three straight years. While the decision removes a tail risk, the affected business accounts for only 6% of Alphabet's total revenue, which grew 24% year-over-year in Q2.

Alphabet (GOOG) director R. Martin Chavez gifted 1,181 Class C shares on September 1, 2026, retaining 9,989 shares. He also holds multiple grants of Class C Google Stock Units, which vest monthly. No Rule 10b5-1 trading plan was reported.

Amazon, Google, Microsoft, and Meta lead AI data center investments in 2026, with plans of $200B, $200B, $175B, and $137.5B respectively. Oracle spent $55.7B, while Nvidia is a key supplier. AWS, Google Cloud, and Azure show strong revenue growth, with AWS at $42.2B (up 37%) and Azure at $100B (up 41%).

Alphabet shares rose 1.7% after announcing stable pricing for Gemini 3.8 Flash, maintaining 35.6% cloud margin. Google Cloud revenue surged 82% to $24.77B in Q2. Gemini 3.8 Flash pricing remains at $0.75 input/$3.75 output tokens until Dec. 31, 2026, then doubles. Investors focus on usage growth and margin sustainability.

U.S. stocks rallied after Fed Governor Christopher Waller suggested a potential September rate hold. Bitcoin surged 4.6% to $80,900. Tesla, Meta, and Microsoft led gains, while Broadcom and Tyson Foods declined. Snowflake rose 21.9% on strong earnings and raised guidance. The S&P 500 and Nasdaq 100 each gained over 0.9%.