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1 month
-0.4%
price return
Year to date
-4.3%
price return
Recent earnings
3/4
quarters beat
News tone
Bullish
50 articles, 7 days
Filed positions and reported activity tied to this stock.
Real smart money
Insiders
Influencers
CLBullish
Jul 22 · Says Google's decision to increase spending, given their data advantage, makes it hard to bet against.
CK CapitalBullish
Jul 22 · Says capex raised by $15B, second raise this year, due to compute constraints and a $462B cloud backlog.
The Trend SageBullish
Jul 22 · Says capex guide raised by $15 billion, signaling strong growth.
Paradis LabsBullish
Jul 22 · Highlights escalating capex guidance to $195-$205B for 2026 and teases a potential $300B in 2027, implying aggressive growth investment.
Recent coverage and its overall tone.
News
Coverage is bullish
24 bullish · 24 neutral · 2 bearish
Tone of tracked coverage
Google Q2 Cloud Revenue Surges 82%: Net Profit Soars 298% YoY, 26% QoQ Capital Expenditure Growth Sparks Sharp Bull-Bear Divide
BullishJul 22Alphabet Q2 2026 earnings: revenue up 24%, Cloud surges 82%
BullishJul 22Google’s Red-Hot Cloud Growth Drives Second-Quarter Revenue Gains
Leans bearishJul 22Alphabet Posts Cloud Sales Beat, Slight Miss on Search Revenue
BullishJul 22IBM Q2 2026 earnings call: Live updates on $IBM earnings & outlook
NeutralJul 22Amazon cuts some jobs in its artificial general intelligence unit
NeutralJul 22Does Exclusive NIL Wallet Deal With Datavault AI Shift the Bull Case for Fiserv (FISV)?
NeutralJul 22AMZN Stock Drops For Second Day — Amazon Reportedly Cuts Jobs In Artificial General Intelligence Unit Amid Strategic Realignment
NeutralJul 22Top traders
Trader 9B0Short
entry $337.70 · +$514K unrealized
$9.0M
position
Trader C81Long
entry $319.42 · +$15 unrealized
$100K
position
Trader 80FLong
entry $345.40 · -$5K unrealized
$58K
position
Trader 232Long
entry $388.52 · -$3K unrealized
$14K
position
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