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Alphabet (GOOGL) Stock Looks Below Fair Value Despite Strong Earnings Gains
Simply Wall St.31d agoneutral
Alphabet (GOOGL) Stock Looks Below Fair Value Despite Strong Earnings Gains

Alphabet stock has delivered strong gains over the past few years, yet valuation checks still point to a potential discount to its estimated intrinsic value based on a Discounted Cash Flow (DCF) model. Recent AI related news around Google Cloud, custom chips and Waymo keeps expectations high, which makes the current pricing gap particularly important for investors to assess. Alphabet has returned 168.0% over the past 3 years, which puts extra focus on whether the recent share price fully...

Alphabet (GOOGL) Raised $3.9B After Free Cash Flow Turned Negative. Is AI Spending Becoming a Risk?
Insider Monkey31d agoneutral
Alphabet (GOOGL) Raised $3.9B After Free Cash Flow Turned Negative. Is AI Spending Becoming a Risk?

Alphabet Inc. (NASDAQ:GOOGL) raised A$5.5 billion, or approximately $3.9 billion, through its inaugural Australian-dollar bond offering on August 19. The deal included three-, five-, 10-, and 20-year maturities, with a 6.9% coupon on the longest tranche. Orders exceeded A$18 billion, more than three times the amount issued. The timing was notable: Alphabet had recently reported […]

Spirit Airlines Sold Its Crown Jewels for Pennies. It’s a Warning Every Company Must Heed
Exec Edge31d agoneutral
Spirit Airlines Sold Its Crown Jewels for Pennies. It’s a Warning Every Company Must Heed

By Mary Guzman When Spirit Airlines collapsed into bankruptcy, the headlines focused on grounded planes and stranded passengers. But the most consequential part of Spirit’s liquidation was invisible: the sale of its trade‑secret dataset; decades of operational intelligence, human decision‑making patterns, proprietary algorithms, and workflow histories sold to Google for just $10 million. The real […] The post Spirit Airlines Sold Its Crown Jewels for Pennies. It’s a Warning Every Company Must He

Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reports
Reuters31d agoneutral
Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reports

Anthropic is likely to tell investors that it sees its ‌total addressable market (TAM) exceeding $30 trillion, ahead of ‌the $28.5 trillion estimate from SpaceX, the Wall Street Journal ​reported on Tuesday. TAM is the annual revenue opportunity available if a product or service achieved 100% market share in its relevant market. Here are a ‌few details: • To ⁠quantify its TAM, Anthropic is looking at the full scope of ⁠work that could be completed with AI models, WSJ said.

US robotaxi firm Waymo plans to launch in Germany
AFP31d agoneutral
US robotaxi firm Waymo plans to launch in Germany

Self-driving car company Waymo said Tuesday it will launch its robotaxis in the German city of Munich next year, marking the US group's first foray into the European Union.The firm, whose robotaxis currently operate in several US cities, is also planning to expand to London and Tokyo this year. 

The Price of Progress for Google Stock
Trefis31d agoneutral
The Price of Progress for Google Stock

If you hold Alphabet (GOOGL) stock, the recent top-line numbers look spectacular. In the second quarter of 2026, the company delivered 24% overall revenue growth, propelled by an 82% surge in its Google Cloud segment. This is the AI-fueled future investors have been waiting for. But beneath the surface of that growth, a fundamental shift is underway in the company’s financial DNA, and it represents the most significant risk to the stock today.