Yes, Roundhill Magnificent Seven ETF (MAGS) holds GOOGL with 12.32% (as of 2026-09-23).

Yes, iShares Russell 1000 Growth ETF (IWF) holds GOOGL with 5.93% (as of 2026-09-23).

Yes, Roundhill Generative AI & Technology ETF (CHAT) holds GOOGL with 5.49% (as of 2026-09-23).

Yes, Vanguard Growth ETF (VUG) holds GOOGL with 5.34% (as of 2026-09-23).

Yes, Roundhill Ball Metaverse ETF (METV) holds GOOGL with 4.08% (as of 2026-09-23).

What ETFs hold GOOGL?

Alphabet Inc. Class A (GOOGL) is held by MAGS (12.32%), IWF (5.93%), CHAT (5.49%), VUG (5.34%), METV (4.08%), and 9 more.

What AI bubble is GOOGL in?

Alphabet Inc. Class A (GOOGL) is mapped to the AI-Capex Hyperscalers bubble on QuantAbundance. Diverges from MSFT/META/AMZN cluster (252d corr). Distinct AI-capex trajectory.

What sector is GOOGL in?

Alphabet Inc. Class A is classified under GICS Communication Services (Interactive Media & Services).

What is GOOGL's last close price?

GOOGL last closed at $342.36 on 2026-09-24.

GOOGL

NASDAQNext earnings·Oct 28AnalystsStrong Buy·54+25%

Alphabet Inc. Class A

Communication Services · Interactive Media & Services

$342.36last close

$342.10+1.0% · USD · funding +29% apr · trade ↗

+38.5%~252d

Price

+38.53% over 1Y

Tese

em 2026-09-23

Bull case

Structural read: Search is a ~$200B/yr cash engine funding hyperscale capex + frontier-model R&D + Waymo + Verily. Alphabet is the only Big Tech name that owns the full AI stack end-to-end - custom silicon ($TPU v5p/v6 Trillium), hyperscale DC footprint, frontier model lab (DeepMind), distribution surface (Search/YouTube/Android, ~3B+ MAU each), and a vertically integrated autonomy program (Waymo).

- TPU silicon decouples Gemini training/inference from $NVDA H100/B200 capacity gates; reported $11B Anthropic TPU commitment validates external demand

- Google Cloud margin inflected positive in 2024, scaling 28-35% YoY with operating margin >15%

- YouTube #1 streaming surface (~10% of US TV time per Nielsen) with no Netflix-scale content cost burden

- Waymo running ~150k paid rides/week in SF/Phoenix/LA/Austin - only commercial robotaxi at scale ex-China

- $90B+ net cash, buyback ongoing

Bear case

- DOJ remedies trial (Search monopoly ruling) - Chrome divestiture or default-search payout ban on table 2026-2027

- LLM answer-engines ($OPENAI ChatGPT, $PPLX) erode top-of-funnel Search query volume; Search ad CPM compression risk

- Capex >$75B/yr in 2026 pressures FCF; depreciation drag arrives 2027-2028

- Cloud still 4th in IaaS share behind $AMZN AWS, $MSFT Azure, $BABA Aliyun

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Analyze GOOGL· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 3 watchlists

Top correlated· 252d co-movement

1.00
0.56
0.50

Frequently asked questions

Is GOOGL in MAGS?: Yes, Roundhill Magnificent Seven ETF (MAGS) holds GOOGL with 12.32% (as of 2026-09-23).
Is GOOGL in IWF?: Yes, iShares Russell 1000 Growth ETF (IWF) holds GOOGL with 5.93% (as of 2026-09-23).
Is GOOGL in CHAT?: Yes, Roundhill Generative AI & Technology ETF (CHAT) holds GOOGL with 5.49% (as of 2026-09-23).
Is GOOGL in VUG?: Yes, Vanguard Growth ETF (VUG) holds GOOGL with 5.34% (as of 2026-09-23).
Is GOOGL in METV?: Yes, Roundhill Ball Metaverse ETF (METV) holds GOOGL with 4.08% (as of 2026-09-23).
What ETFs hold GOOGL?: Alphabet Inc. Class A (GOOGL) is held by MAGS (12.32%), IWF (5.93%), CHAT (5.49%), VUG (5.34%), METV (4.08%), and 9 more.
What AI bubble is GOOGL in?: Alphabet Inc. Class A (GOOGL) is mapped to the AI-Capex Hyperscalers bubble on QuantAbundance. Diverges from MSFT/META/AMZN cluster (252d corr). Distinct AI-capex trajectory.
What sector is GOOGL in?: Alphabet Inc. Class A is classified under GICS Communication Services (Interactive Media & Services).
What is GOOGL's last close price?: GOOGL last closed at $342.36 on 2026-09-24.

- Other Bets burns ~$5B/yr with Waymo path-to-FCF still 3+ years out

•2024 Q4 - Anthropic expands TPU commitment to reportedly $11B+ over multi-year term (Bloomberg)
•2024 Q4 - Apple integrates Gemini as optional Apple Intelligence model alongside ChatGPT (announced WWDC 2024, rollout 2025)
•2025 - Waymo crosses 150k paid rides/week run-rate across SF/Phoenix/LA/Austin
•2025 - TPU v6 'Trillium' GA on Google Cloud; v7 'Ironwood' announced for 2026
•2025 Q3 - Google Cloud signs multi-billion Salesforce, Workday infra deals
•2026 Q1 - DOJ Search remedies trial verdict pending; Chrome divestiture and default-search payment ban remain on table

clientesAnthropic (TPU) · Apple (Gemini in Apple Intelligence) · Salesforce (GCP) · Workday (GCP) · Spotify (GCP)

Held by ETFs

MAGSRoundhill Magnificent Seven ETF
12.32%
IWFiShares Russell 1000 Growth ETF
5.93%
CHATRoundhill Generative AI & Technology ETF
5.49%
VUGVanguard Growth ETF
5.34%
METVRoundhill Ball Metaverse ETF
4.08%
DIASPDR Dow Jones Industrial Average ETF Trust
3.79%
WTAIRoundhill Generative AI & Technology Disruptor ETF
3.44%
VOOVanguard S&P 500 ETF
3.01%
SPYSPDR S&P 500 ETF Trust
3.01%
IVViShares Core S&P 500 ETF
3.00%
SKYYFirst Trust Cloud Computing ETF
2.85%
iShares Russell 1000 ETF
2.79%
Vanguard Total Stock Market ETF
2.70%
iShares Core S&P Total US Stock Market ETF
2.67%

Key levels

$272.00
Key Fib level · 2026-04-25
Out of reach · reference only
+25.9%

Price has moved beyond every level on record here. They are kept as structural reference, not as an entry map.

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: $4.13T
Last update: 2026-09-24

Revenue (TTM)$445.9B

P/E16.9×

P/S9.3×

Net margin54.8%