Amazon (AMZN) Booked a $53.4 Billion Gain, Mostly From Anthropic, While Alphabet (GOOGL) Weighs a $15 Billion Commitment
What it is about
Who published it, and when
12 reports left out of the cascade - too little in common with the story to place
How it spread - 22 original reports, 1 reprint
Tue, 4 August 2026
1 report- yahoo.com18:24first to report
MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expects more than $2 billion in 2026 data-center revenue. The expansion could give Alphabet […]
Wed, 5 August 2026
1 report- insidermonkey.com17:04
Amazon.com, Inc. (NASDAQ:AMZN) disclosed on July 30 that its second-quarter net income included $53.4 billion of non-operating pre-tax other income, primarily from its Anthropic investments.
Thu, 13 August 2026
1 report- fool.com15:19
Alphabet is already converting its capex investments into AI revenues.
Sun, 16 August 2026
1 report- fool.com21:06
Google Cloud is Alphabet's fastest-growing division.
Fri, 21 August 2026
1 report- fool.com19:30
The technology giant just entered a business that could be worth $1 trillion per year within a decade.
Mon, 24 August 2026
1 report- yahoo.com23:03
Salesforce's steady 18% net margins and $14.4 billion in free cash flow contrast sharply with CrowdStrike's turnaround story and premium valuation, a tale of profitability versus growth.
Tue, 25 August 2026
3 reports- yahoo.com16:16
Google is quietly betting its entire cloud future on a chip most investors have never heard of, and a new forecast suggests the volume ramp coming by 2027 is far larger than anyone expected.
- insidermonkey.com18:04
Alphabet Inc. (NASDAQ:GOOGL) raised A$5.5 billion, or approximately $3.9 billion, through its inaugural Australian-dollar bond offering on August 19.
- yahoo.com19:39
Google is converting general-purpose AI into specialized professional software for an industry built around expensive human time.
Wed, 26 August 2026
1 report- yahoo.com02:33
Part of the search giant's biggest spending line may have just repriced -- and the year the increase lands on doesn't have a budget number yet.
Thu, 27 August 2026
1 report- spokesman.com17:47
For much of the last year, Alphabet Inc. has been the Big Tech stock to beat as investors bet that it was the most-likely winner from the artificial intelligence boom.
Sat, 29 August 2026
4 reports- yahoo.com02:11
AppLovin's massive revenue growth and net margin contrast sharply with Alphabet's fortress balance sheet.
- fool.com08:00
SpaceX and Alphabet are a comparison that not many investors are making.
1 reprint
- yahoo.com29 Aug, 08:20their copy
- fool.com13:30
It's not a construction equipment name that also offers power-generation solutions anymore. Now it's a power-production business that also sells construction equipment, and is priced like it in the era of AI's growth.
- fool.com13:45
Artificial intelligence is the hottest opportunity right now, and chips are the best way to play it.
Sun, 30 August 2026
2 reports- fool.com21:15
Artificial intelligence can't live without electricity, and a broad group of companies are lining up to provide the needed power.
- fool.com22:39
C3.ai burns cash, while Intuit prints billions in free cash flow. The valuation gap between them tells a revealing story.
Tue, 1 September 2026
1 report- 247wallst.com18:50
Jim Cramer on X: “New google product could be tough for Adobe....again...”
Wed, 2 September 2026
3 reports- fool.com01:07
Nvidia, Amazon, and Micron still look like genius buys.
- fool.com01:07
Nvidia, Amazon, and Micron still look like genius buys.
- themarketsdaily.com15:14
Alphabet (NASDAQ:GOOG – Get Free Report) and Net Savings Link (OTCMKTS:NSAV – Get Free Report) are both communication services companies, but which is the superior investment? We will compare the two businesses based on the strength of their dividends, valuation, earnings, analyst recommendations, institutional ownership, profitability and risk. Earnings & Valuation This table compares Alphabet […]
Sat, 5 September 2026
1 report- aol.com12:57
Although the stock has pulled back after its early September earnings report.