Alphabet (GOOG) News Today

Alphabet Inc. (NASDAQ:GOOG) stock has risen today amid bullish analyst upgrades, strategic AI partnerships, and significant institutional buying, although some insider and fund trimming weighed modestly on gains.

• Positive Sentiment: Wedbush said the 15% profit-sharing requirement for AI chip export licenses clears a major growth hurdle and helps U.S. Big Tech—including Alphabet—stay competitive in the AI race. Wedbush Sees 15% AI Chip Profit-Sharing Deal as Strategic Win
• Positive Sentiment: Zacks Research raised Q1 2027 EPS estimates for Alphabet to $2.87 (from $2.55) and separately lifted Q3 2025 EPS forecasts to $2.31, signaling stronger-than-expected profit potential. Zacks Research EPS Revisions
• Positive Sentiment: Oracle and Google Cloud struck a deal to offer Google’s Gemini AI models via Oracle Cloud Infrastructure, broadening Alphabet’s enterprise AI reach. Oracle and Google Cloud announce enterprise AI partnership
• Positive Sentiment: Alphabet took an 8% stake in bitcoin miner and AI‐computing firm TeraWulf, securing additional AI hosting capacity and diversifying its infrastructure partnerships. Google's unlikely new ally in the AI race is a bitcoin miner
• Positive Sentiment: Alphabet announced a $9 billion mega AI and cloud investment in Oklahoma to expand its data center footprint and support growing AI workloads. Alphabet unveils $9 B AI investment in Oklahoma
• Positive Sentiment: Ameriprise Financial boosted its GOOGL holding by 11%, and Wells Fargo raised its stake by 31%, reflecting strong institutional conviction in Alphabet’s growth outlook. AMERIPRISE Financial 13F Update Wells Fargo & Company 13F Update
• Positive Sentiment: Tudor Investment and Paulson & Co. added to their Class C and Class A Alphabet positions, signaling continued hedge‐fund interest. Tudor Investment takes new stakes Paulson & Co. Acquires 9 K Shares
• Neutral Sentiment: Elon Musk’s xAI has recruited former Google employees, but talent shifts appear to have limited impact on Alphabet’s core AI development. How xAI Is Running on Former Google Employees
• Neutral Sentiment: An American Banking News head‐to‐head comparison with United Internet provides valuation context but doesn’t change Alphabet’s growth thesis. Alphabet and United Internet Head-To-Head Comparison
• Neutral Sentiment: Perplexity’s proposed $34.5 billion bid to buy Google Chrome remains speculative and may not materialize in the near term. Perplexity's Google Chrome Bid
• Negative Sentiment: Director John L. Hennessy sold 600 shares worth $122,274, trimming his stake by nearly 9%, which may indicate profit‐taking. John L. Hennessy Sells 600 Shares
• Negative Sentiment: MIG Capital reduced its Class C Alphabet stake, suggesting some portfolio rebalancing away from GOOG shares. MIG Capital Reduces Stake in Alphabet Inc. Class C