Alphabet Inc Class A (GOOGL) — the peer cohort

Long reads

• The Agentic Winners 25Dossier · $49 · 31 Mar 2026
• AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026The capital stock that the extreme scenario needs — 56% above its no-AI path by 2030, 14% in the substantial case — is being ordered now, and the ordering is itself a demand shock the model does not carry: Alphabet’s…
• Google and RSI — The Loop Nobody Has ClosedReport · 13 Sept 2026A DeepMind executive had already described Alphabet’s 2026 capital spending of $195–205 billion as a precursor to recursive self-improvement, because the loop needs compute to run experiments.
• Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026Three rhythmic series run alongside the dated events: Hyperscaler earnings (MSFT / GOOGL / META / AMZN, quarterly) — capex disclosures set NVIDIA's tape.
• AI Bull Market — The 2026 Verification PhaseReport · 20 Mar 2026Jan 29 Google (GOOGL) Gemini / GCP ROI Metric: Must show Google Cloud growth >35% to justify its massive AI CapEx.

Dailies

• AI Credit — Oracle invokes force majeure on a New Mexico data center; the 30-year hits 5.45%Midday 10 · 24 Sept 2026Oracle's 2055 bond yielded 7.73% on Wednesday, up 24bp in five days and from 6.99% in June; Nvidia's 2050 bond rose 10.6bp to 6.26%, Alphabet's 2060 bond 9.7bp to 6.07%
• Yields — the 10-year is back above 5% on a hot PMI and a hawkish Fed; chips fall, software is boughtMidday 10 · 23 Sept 2026Meta $755.68 (+2.59%, high $760.49) into tonight's Connect keynote at 23:00 UTC; against Alphabet $341.33 (-2.80%), Amazon $250.50 (-1.76%), Apple $336.88 (-0.84%); MAGS -0.29%
• AI Search — The Owners of the Facts Are Down 20–40%, the Answer Boxes Sit Near Their HighsDaily Pulse · 22 Sept 2026Only Meta, 3.8% below its high after an 11.3% month, and Alphabet own every link in the chain — the content, the moat and the answer box.
• Nasdaq - a record close in the worst month of a midterm year, right after the bulls gave upMorning 10 · 22 Sept 2026
• Nasdaq — a record print at 27,272, chips extend, software sold from its highs; AMD joins the trillion clubMidday 10 · 22 Sept 2026Mega-caps split three-two: Meta $750.98 (+1.3%, high $757.27) into Connect tomorrow, Apple $342.97 (+1.2%) after touching $345.34 — its 52-week high — and Alphabet $357.12 (+0.6%); against Microsoft −1.3% and Amazon $255.19 (−1.3%)
• Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026Software sits the relief out: the software ETF flat at $105.41, Microsoft −0.5% to $494.39, ServiceNow −0.8%, Amazon flat, Alphabet +0.3%, Apple +0.4%; the security names hold — Palo Alto +1.2%, Cloudflare +0.8%, CrowdStrike +0.5%…
• AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in TokyoMorning 10 · 15 Sept 2026Microsoft, Alphabet and Meta — the three that buy the most compute — closed up 2% to 3%.
• Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026The security group keeps its bid — CrowdStrike +2.9%, SentinelOne +2.3%, Zscaler +1.8% — and the buyers of compute give some back: Alphabet −1.6%, Amazon −1.5%, Apple −1.0%, Microsoft −0.8%.