The market’s view has shifted dramatically.
Back in June, Alphabet and Meta were seen as roughly on par, w/only ~$200bn separating them in market value. Just 4 months later, the picture looks completely different – the gap has exploded to nearly $1.8tn. GOOG is now 2x the market cap of META. (HT Goldman) Source: Holger Zschaepitz @Schuldensuehner
Google is the only company in the world to be vertically integrated when it comes to AI
Source: Tar ⚡@itsTarH
Google and Anthropic are reportedly in talks on cloud deal worth tens of billions
Anthropic is in discussions with Google $GOOGL about a deal that would provide the with additional computing power valued in the high tens of billions of dollars The plan, which has not been finalized, involves Google providing cloud computing services to Anthropic - Bloomberg Google stock is up 3% in after hours on the news Source: Evan
$GOOGL JUST JOINED THE $3T CLUB ALONGSIDE $MSFT, $AAPL & $NVDA
Source: Shay Boloor
Nicely put by Matthew Yglesias on X as another example that just owning index funds is often the wiser investment decision.
Source: Matthew Yglesias on X
Google can keep its popular Chrome browser, a federal judge has ruled
Alphabet $GOOGLE shares are up 8% AFTER-MARKET. Source: Brew markets, CNBC
On this day in 2004: Google went public at a valuation of $23 billion.
Today, it’s worth $2.5 trillion. Source: Jon Erlichman @JonErlichman on X
Perplexity, valued at $18 billion, is offering $34.5 billion to buy Google Chrome.
Source: CNBC
