2026-11-04 Company Bull
Google Commits $15B to Malaysia Data Centers for 2027-28 Over 7x its 2024 $2B pledge; Malaysia holds >half of SEA's data center capacity under construction
D1 +3.2% · +5d +1.3%
2026-10-25 → 11-02 Earnings Bull
Anthropic raises Google Cloud commitment to $121.3B, adds TPU capacity estimates Anthropic ups minimum cloud spend by $6.8B, estimates $125-150B added TPU capacity in 2028-31
D1 -1.1% · +5d -11.9%
› 3 waves of this story2026-10-25 Earnings and rate decision overlap, AI capex and inflation key for pricing2026-10-26 IPO filing shows compute deal larger than earlier reports, boosting Google Cloud revenue visibility2026-11-02 Anthropic ups minimum cloud spend by $6.8B, estimates $125-150B added TPU capacity in 2028-312026-11-02 Capital
Google raises €6B in euro bond sale, second this year Higher coupon than May sale reflects market caution on AI capex
D1 -0.3% · +5d +3.3%
2026-11-01 Company
Google in talks to join $185B Golden Dome missile defense data security program Pentagon plans industry group to protect command software data; Google's entry would expand defense footprint
D1 -0.3% · +5d +3.3%
2026-10-29 → 10-31 Earnings Bear
Alphabet loses $500B market cap post-earnings; capex guidance hike sparks AI monetization debate Q3 miss plus capex hike trigger record 12.6% drop; analysts debate AI monetization and segment valuation
D1 -12.6% · +5d -0.4%
› 3 waves of this story2026-10-29 Revenue $127.6B misses; EPS $2.12 vs $3.01 est.; cloud $30.7B beats2026-10-29 Q3 revenue/EPS miss, search revenue share below 50% for first time, analysts slash targets2026-10-31 Q3 miss plus capex hike trigger record 12.6% drop; analysts debate AI monetization and segment valuation2026-10-28 Earnings
Earnings report D1 +1.3% · +5d -11.1%
2026-10-23 → 10-24 Analyst Bear
Analysts Cut Google Target Price 12%, Stock Near Year's Biggest Drawdown AI capex growth expectations decelerate, adding to AI spending concerns, target cut
D1 -1.2% · +5d -12.6%
› 3 waves of this story2026-10-23 Citizens JMP trims target from $515 amid broad tech selloff, pressuring shares2026-10-24 No new independent facts today, keep existing event line2026-10-24 AI capex growth expectations decelerate, adding to AI spending concerns, target cut2026-10-23 Product Bull
Google Cloud Opens Anthropic Managed Deployment, Claude Models Now Available Enterprise customers can now access Claude on Google Cloud, deepening distribution partnership
D1 -1.2% · +5d -12.6%
2026-10-23 Capital
Google declares $15.63 quarterly dividend on preferred stock Board declared on Oct 22 for Series A/B mandatory convertible preferred stock
D1 -1.2% · +5d -12.6%
2026-10-20 Company Bull
Google Expands AI Partnerships with Accenture, Cognizant Federal AI agent program and Gemini deployments boost enterprise AI monetization
D1 -1.1% · +5d -5.8%
2026-10-16 → 10-20 Company
Google Quantum Fidelity Improves Amid Rising Competition Willow chip errors cut 40x, but Quantinuum and Nvidia advance faster
D1 -2.5% · +5d -6.0%
› 2 waves of this story2026-10-16 Key quantum resource cost cut ~40x, strengthening tech lead2026-10-20 Willow chip errors cut 40x, but Quantinuum and Nvidia advance faster2026-10-17 Company Bear
Meta's Ad Business Nears Google Search, AI Boosts Efficiency Meta's quarterly ad revenue trails Google Search by only ~$4B, with AI-driven ad efficiency posing competitive pressure.
D1 +1.1% · +5d -8.0%
2026-10-16 Company Bull
Waymo to Expand to Toronto, Targeting 2028 Robotaxi Launch Waymo's first entry into Canada, starting testing in Toronto, paving the way for future commercialization.
D1 -2.5% · +5d -6.0%
2026-10-14 Product Bull
Google launches Gemini 4 Argon, claims most powerful AI model Multiple sources confirm launch, pricing and performance metrics noted
D1 -1.7% · +5d -3.7%
2026-10-12 Analyst Bull
Analysts Reiterate Overweight on GOOGL, PT $420 Cantor Fitzgerald reiterates Overweight; Wall Street broadly expects rebound from recent lows
D1 +0.3% · +5d -2.4%
2026-10-10 Product Bull
Google internally tests Gemini 4 'Carbon' model, coding ability highlighted Multiple sources confirm Google's AI model iteration, potentially boosting AI competitiveness
D1 +0.3% · +5d -2.4%
2026-09-28 → 10-08 Company Bull
Google Signs 20-Year Nuclear Deal with Constellation, $4.3B Investment Secures nuclear power for AI data centers, supporting compute expansion
D1 -0.3% · +5d +1.1%
› 2 waves of this story2026-09-28 Finland's president confirms Google's $15.2B investment over two years, expanding data centers to 75, its largest in Europe.2026-10-08 Secures nuclear power for AI data centers, supporting compute expansion2026-10-08 Product Bull
Google Cloud launches Gemini Agent, entering enterprise AI agent market Works across documents, email, and business systems, competing with Microsoft, Meta, and OpenAI
D1 -0.6% · +5d +0.3%
2026-10-06 Capital Bull
Anthropic's $60B Funding to Boost Google TPU Demand Funding to lease Google-designed AI chips, strengthening Google's position in AI compute supply chain
D1 +0.3% · +5d +1.8%
› 2 waves of this story2026-10-06 Funding to lease Google AI chips, strengthening Google's AI compute supply role2026-10-06 Funding to lease Google-designed AI chips, strengthening Google's position in AI compute supply chain2026-09-25 → 10-02 Company Bull
Google's AI Chips Reach Orbit: Project Suncatcher First Flight Google and Planet Labs launch TPU aboard SpaceX, marking first AI compute in space
D1 +0.5% · +5d -0.1%
› 4 waves of this story2026-09-25 Project Suncatcher's first orbital test of TPUs with SpaceX and Planet marks Google's move into space-based computing2026-09-26 Project Suncatcher sends AI chips to orbit, testing viability of space data centers2026-10-01 First in-orbit test of solar-powered AI compute marks a key step in Google's space computing strategy2026-10-02 Google and Planet Labs launch TPU aboard SpaceX, marking first AI compute in space2026-09-29 → 10-01 Company Bull
Anthropic's $518B Cloud and Data Center Spending Plan Could Benefit Google Anthropic's IPO prospectus reveals massive infrastructure spending, with $11B committed to AWS; Google Cloud may also gain
D1 -0.5% · +5d +2.0%
› 2 waves of this story2026-09-29 Anthropic's massive cloud and compute spending could boost Google as a potential supplier2026-10-01 Anthropic's IPO prospectus reveals massive infrastructure spending, with $11B committed to AWS; Google Cloud may also gain2026-09-19 → 09-25 Product
Google, OpenAI, and Anthropic Establish AI Safety Standards Body to Fill Regulatory Gap Multiple reports confirm the three firms plan an independent body to set safety standards for frontier models
D1 +1.6% · +5d -3.4%
› 5 waves of this story2026-09-19 TPU external sales mark a shift from internal tool to commercial product2026-09-23 TPU commercialization accelerates as Anthropic may use Google chips2026-09-25 First launch of custom AI chips into space to test orbital reliability, paving way for future space data centers2026-09-24 Three companies plan independent body to set frontier AI safety standards, impacting industry norms and regulation2026-09-24 Multiple reports confirm the three firms plan an independent body to set safety standards for frontier models2026-09-23 Capital Bull
Anthropic in Talks for 1GW Compute, Google TPUs Likely Key Deal would boost Google TPU demand and cloud business
D1 -3.8% · +5d +1.9%
2026-09-22 Analyst Bull
Google Cloud Growth Accelerates at 82% YoY, Analysts Recommend Buy Analysts highlight Google Cloud's 82% YoY growth, driven by AI demand
D1 -1.1% · +5d -2.9%
2026-09-21 Regulation Bear
Google fined $460M by EU for GDPR violations EU privacy regulator penalty escalates, raising compliance concerns
D1 +1.6% · +5d -3.4%
2026-09-21 Product
Google launches $899 Googlebook in high-end laptop push Five models open for pre-order, featuring Android integration and Gemini
D1 +1.6% · +5d -3.4%
2026-09-19 Product
Google Gemini Hacks Three Companies in Security Test, First Known AI Autonomous Attack AI security test spillover reveals risks and control boundaries of autonomous agents
D1 +1.6% · +5d -3.4%
2026-09-18 Company Bull
Waymo to Launch Robotaxi in Singapore by 2028, First Southeast Asia Entry Waymo to begin mapping Singapore roads in early 2027, marking its first entry into Southeast Asia
D1 +0.6% · +5d -1.6%
