#Googl
LightNews LightNews
carlquintanilla.bsky.social
BTIG DESK:

“.. Megacap vs Broad AI +14% this week… best week in over 5yrs.”

#$AMZN #$AAPL #$GOOGL #$META
November 6, 2026 at 3:14 PM
mikezaccardi.bsky.social
Drawdowns:
$SNDK -64.5%
$ARM -63.0%
$INTC -62.2%
$MRVL -58.4%
$KLAC -58.4%
$LRCX -56.7%
$AMAT -56.1%
$ORCL -54.4%
$CAT -48.1%
$MU -46.3%
$DELL -45.8%
$SPCX -44.8%
$NFLX -44.5%
$BABA -40.5%
$AVGO -40.3%
$AMD -37.2%
$SKHY -36.4%
$GEV -36.2%
$TSLA -31.5%
$ASML -31.2%
$GOOGL -30.4%
November 5, 2026 at 8:13 PM
mikezaccardi.bsky.social
$AAPL remains the top Mag 7 name YTD
$NVDA now -5% (including this morning's drop) @finviz_com
$GOOGL $TSLA $META also red
November 9, 2026 at 12:16 PM
mikezaccardi.bsky.social
$NVDA -6.4%

But AI unphased:
$AVGO +6.1%
$AMZN +5.7%
$SPCX +4.2%
$GOOGL +3.7%
$META +5.1%
$AMD +6.4%
$ASML +5.1%
November 9, 2026 at 2:41 PM
carlquintanilla.bsky.social
* Google Escalates Nvidia Rivalry With Specialized Versions of AI Chips

#$GOOGL #$NVDA @bloomberg.com
www.bloomberg.com/news/article...
Google Escalates Nvidia Rivalry With Specialized Versions of AI Chips
Alphabet Inc.’s Google is rolling out a broader array of artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. in a market worth hundreds of billions ...
www.bloomberg.com
November 9, 2026 at 12:52 PM
negdiscountrt.bsky.social
This is good to see as I'm long #$GOOGL .
November 8, 2026 at 7:07 PM
carlquintanilla.bsky.social
“.. some staff members are forbidden by their employment contracts from criticizing the company for the rest of their lives, even if they leave the firm, according to a contract reviewed by The Washington Post ..”

@washingtonpost.com #$GOOGL
www.washingtonpost.com/technology/2...
November 3, 2026 at 10:35 PM
capitalsnitch.bsky.social
Deal news: Alphabet (GOOGL) Expands SpaceX Stake to $69 Billion and Deepens AI Ties.

Claude, ChatGPT, Grok: they all speak CapitalSnitch now.
$GOOGL $SPCX #Google #SpaceX #SundarPichai #ElonMusk
https://capitalsnitch.com/news/is-googl-stock-overvalued
Is GOOGL stock overvalued? Alphabet Inc.'s P/E, sales multiple and growth
Earnings: Revenue $127.58B vs $132.07B expected; shares -12.6% the day after the report. Whether a stock is overvalued depends on what you expect next; these are the numbers investors usually compare. GOOGL trades at a P/E of 14.6, 7.32× sales, revenue +22.2% year over year (latest quarter Sep 2026)
capitalsnitch.com
November 7, 2026 at 8:05 PM
capitalsnitch.bsky.social
Just in: Google Expands AI Chip Portfolio as Nvidia Faces Investigation Involving CEO.

Insiders file. We snitch. Your AI listens. CapitalSnitch.
$GOOGL $NVDA #Google #Nvidia #SundarPichai #JensenHuang
https://capitalsnitch.com/news/googl-earnings-date
Alphabet Inc. (GOOGL) earnings date: when it reports, what to watch and past surprises
Alphabet Inc. (GOOGL) is expected to report earnings on Oct. 28, 2026, 0 days from now (after market close).
capitalsnitch.com
November 9, 2026 at 4:05 PM
mikezaccardi.bsky.social
This is the 'change from open' performance heat map... $NVDA rallied 3.3% from 930 a.m. ET @finviz_com

$AMZN $GOOGL lagged as the day went on.. $QQQ closed 2.52% above its open
November 9, 2026 at 9:13 PM
mikezaccardi.bsky.social
YTD:
$PG +20%
$MSFT +16
$NVDA +8%
$CAT +3%
$META -5%
$GOOGL -8%
$TSLA -14%
November 4, 2026 at 9:07 PM
fintwitter.bsky.social
Google announced its expanded eighth-generation TPU portfolio, 8TX & 8I Max. $GOOGL
November 9, 2026 at 1:06 PM
capitalsnitch.bsky.social
Developing: Google to challenge NVIDIA with two new versions of TPU systems.

Real money, real names, real filings. CapitalSnitch in your AI.
$GOOGL $NVDA #Google #Nvidia #SundarPichai #JensenHuang
https://capitalsnitch.com/news/is-googl-stock-a-buy-right-now
Is GOOGL stock a buy right now? What the numbers say about Alphabet Inc.
Of 70 Wall Street analysts covering GOOGL, 63 rate it a buy, 7 a hold and 0 a sell — a consensus of Buy. Ratings are little changed over three months. GOOGL trades at a P/E of 14.9, 7.48× sales, revenue +22.2% year over year (latest quarter Sep 2026). That is the public record, not a recommendation:
capitalsnitch.com
November 9, 2026 at 12:35 PM
capitalsnitch.bsky.social
Just in: anthropic: google, nvidia, amd, broadcom, micron, microsoft, tsmc to invest $26 billion via private placement at ipo price.
$GOOGL $NVDA #Google #Nvidia #Broadcom #Micron
https://capitalsnitch.com/news/who-owns-the-most-googl-stock
Who owns the most GOOGL stock? Alphabet Inc.'s top funds and what they did last quarter
The largest reported holders of GOOGL are BlackRock Inc., Vanguard Capital Management LLC, FMR LLC, according to the latest SEC Form 13F filings (5777 institutions in all, total shares held +4.4% vs the prior quarter).
capitalsnitch.com
November 10, 2026 at 1:35 AM
fintwitter.bsky.social
Google buys Crusoe’s Wyoming data center site $GOOGL
November 6, 2026 at 6:49 PM
gta-terminal.bsky.social
Unusual options activity in #$GOOGL. Both sides are getting paid for here. Somebody expects a move, they just don't agree which way.

Free 7-day trial
#optionsflow #stocks
Alphabet (GOOGL) Technical Levels: Options Flow Mixed Between $277 and $317
Breaking: GOOGL just made a sharp move. Here's what the options flow says about where it could go next.
globaltradersacademy.com
November 7, 2026 at 6:55 PM
fintwitter.bsky.social
$AAPL: -0.52% $NVDA: -8.65% $MSFT: -3.58% $GOOGL: -3.11% $AMZN: -4.18% $META: -6.04% $TSLA: -10.73% $SPCX: -10.74% $AMD: -16.12%
November 5, 2026 at 4:07 PM
aistockwire.bsky.social
#Google (#$GOOGL) takes over Crusoe's Wyoming data center site as it plans $17 billion in the state
Google (GOOGL) buys Crusoe's Wyoming site, plans $17 billion
Google (GOOGL) has acquired Crusoe's data center site in southeast Wyoming, a day after announcing a $17 billion state investment. Terms weren't disclosed.
aistockwire.com
November 6, 2026 at 9:15 PM
livesquawknews.bsky.social
$GOOGL | Google Buys Crusoe's Wyoming Data Center Site – No Terms
November 6, 2026 at 6:49 PM
chrisrichards97.bsky.social
civicshout.com/p/tell-googl...
Tell Google: Stop Forcing AI Into Our Schools
Google is giving schools an outrageous choice: Accept AI-generated answers in students' search results, or lose access to Google Search altogether. One of the world's most powerful tech companies is r...
civicshout.com
November 8, 2026 at 10:57 PM
You can manipulate bitcoin and Kalshi and stuff, but the market is fucking huge. There’s no way to manipulate it like this, certainly not in a strategic way. The AI market trade was already pretty jumpy, GOOGL ditched 10% BEFORE the election.
November 6, 2026 at 1:22 AM
aistockwire.bsky.social
#Google (#$GOOGL) adds two new TPUs due in 2027, and one works alongside AMD chips
Google (GOOGL) TPU 8tx and 8i Max: two new TPUs for 2027
Google is adding the TPU 8tx, which works alongside AMD chips for confidential computing, and TPU 8i Max to its eighth-generation lineup, Bloomberg reported.
aistockwire.com
November 9, 2026 at 1:13 PM
mikezaccardi.bsky.social
Drawdowns:
$WDC -67%
$SNDK -65%
$INTC -60%
$STX -59%
$AMAT -55%
$LRCX -54%
$ORCL -54%
$MU -45%
$DELL -44%
$AVGO -41%
$SPCX -41%
$PDD -40%
$BABA -40%
$SKHY -37%
$GEV -35%
$AMD -32%
$GOOGL -30%
$ASML -29%
$TSLA -28%
$MRVL -28%
$PLTR -24%
$TSM -23%
$NVDA -23%
$META -21% @finviz_com
November 6, 2026 at 11:31 PM
mikezaccardi.bsky.social
Some incredible and violent rotation m/m:
$NVDA -19%
$GOOGL -17%
$SPCX -23%
$CAT -29%
$INTC -52%

$WMT +21%
$PG +14%
$LLY +21%
$HD +26%
$MCD +20%
$V $MA +19%
Berkshire +15% @finviz_com
November 5, 2026 at 2:39 PM