XYZ-GOOGL News & Signals

news55 min agonews

GOOGL, GOOG Investors Have Opportunity to Lead Alphabet Inc. Securities Fraud Lawsuit

72/100·B+Short

meme3h agomeme

US STOCKS REBOUNDED AS ANTHROPIC FILED FOR AN IPO, REVIVING ENTHUSIASM FOR THE AI TRADE AHEAD OF EARNINGS FROM ALPHABET, MICROSOFT AND AMAZON. THE S&P 500 ROSE 0.7%, THE NASDAQ 100 GAINED 1.1% AND A KEY SEMICONDUCTOR GAUGE JUMPED 2.8%, WITH INVESTORS FOCUSED ON AI SPENDING PLANS AND WHETHER INVESTMENTS CAN GENERATE SUFFICIENT RETURNS.(Historical earnings: For fiscal 2026 full year (period ended 2026-09-03), Micron reported basic EPS of 75.38, diluted EPS of 74.33, net income of USD 84.969 billion, and revenue of USD 133.188 billion. Consensus expectations: For the upcoming 2027Q1 event on 2026-12-15, consensus EPS is 37.93 with revenue estimated at USD 63.793 billion.)

72/100·B+Long+7

GlobeNewswire7h agonews

Bronstein, Gewirtz & Grossman LLC Urges Alphabet Inc. Investors to Act: Class Action Filed Alleging Investor Harm

35/100·CShort

Hanami7h agonews

Getting funds into LAB shouldn't be a side quest Use Google Pay to top up your balance and get straight to business Apple Pay for iOS users. Coming soon 🔔

10/100·CNeutral+1

meme11h agomeme

Premarket movers: Mag 7 stocks are mostly higher: Meta Platforms (META) up +2.4% after announcing sale of up to $95 billion in common and preferred stock; Tesla (TSLA) gains 1.8% as Barclays upgrades to overweight from equal-weight, citing M&A opportunity with SpaceX; Alphabet (GOOGL) +0.5%, Amazon (AMZN) +0.2%, Microsoft (MSFT) +0.4%, Nvidia (NVDA) +0.4%, Apple (AAPL) -1.7%. US-listed shares of Brazilian companies, and those exposed to the country, slump after President Luiz Inácio Lula da Silva surprised the markets to come from behind to win a runoff election. Among movers: PagSeguro (PAGS) -32%, NU Holdings (NU) -25%, MercadoLibre (MELI) -14% ArriVent Biopharma (AVBP) is trading higher by 4.5% after early-stage data for the company’s ARR-217 product candidate was presented at ESMO, a key cancer conference. Booz Allen Hamilton Holding Corp. (BAH) rises 0.9% as it is being upgraded to buy from hold at TD Cowen, which writes that shares of the IT services company look attractively valued in the wake of long-term share-price weakness. Borr Drilling shares (BORR) drop 8.2% after the company said search and rescue operations are ongoing for five individuals who remain unaccounted for after its Prospector 5 drilling rig sank during jacking operations offshore Gabon on Oct. 24. Coinbase Global Inc. shares (COIN) are down 1.7% as Bernstein cut its price target on the exchange to $250 from $330 on lower expected crypto volumes. Equifax Inc. (EFX) falls 3.5% after it was cut to sector perform from outperform with RBC saying the the recent stock rally “off the lows has left risk/reward more balanced” given concerns on higher rates, regulatory overhand and consumer lending pressure. Fair Isaac Corp. (FICO) falls 9.2% after it was cut to equal-weight from overweight at Wells Fargo, citing its lower-than-expected 2027 pricing announcement. FirstEnergy Corp. shares (FE) rise 0.5% after BMO Capital Markets initiated coverage of the utilities company with a recommendation of outperform as it sees an attractive valuation. Lockheed Martin Corp. shares (LMT) are up 1.4% after Morgan Stanley upgraded the defense company to overweight from equal-weight, writing that a recent deal for F-35 fighter jets “takes significant risk out of the stock.” Moderna (MRNA) slumps 8.2%, set to extend their decline for a third session, after the drugmaker gave results from a trial of its experimental vaccine used in the treatment of pancreatic cancer. Nutanix Inc. shares (NTNX) are up 5.3% after Guggenheim Securities started coverage on the infrastructure software company with a buy rating and $100 price target, seeing an ability for it to take market share. Range Resources (RRC) rises 8.9% after EQT (EQT -8.1%) agreed to buy the energy firm in an all-stock transaction to create a combined natural gas company with a pro forma enterprise value over $50 billion. Spotify Technology SA shares (SPOT) are down 1.4% after Phillip Securities downgraded the audio-streaming company to accumulate from buy, a move that comes in the wake of its recent results. Xencor (XNCR) climbs 31% after the drug developer gave updated results from an early-stage trial of its experimental drug for kidney cancer that impressed Wall Street.

72/100·B+Long+27

news14h agonews

$GOOG, $GOOGL Stock Losses: BFA Law Reminds Alphabet Investors with Losses of the Ongoing Securities Fraud Class Action that Alleges AI Progress Misrepresentations

72/100·B+Short

news17h agonews

WuBlockchain Weekly Outlook: Cloud revenue is soaring. But AI infrastructure isn't free. Azure grew 43%, Google Cloud 82%, and AWS 37%. Microsoft, Alphabet and Amazon now face an earnings test as the Fed, ECB and BOJ decide rates. Strong growth alone may not protect tech valuations.(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-30), Amazon reported basic EPS of 8.64, diluted EPS of 8.53, and net income of USD 135.281 billion. Consensus expectations: For the upcoming 2026Q3 event on 2026-10-29, consensus EPS is 1.9579 and consensus revenue is USD 202.203 billion.)

72/100·B+Long+4

meme21h agomeme

@coinbureau The issuer pushback is part of the story too. The tokenization that lasts will probably be built with companies and regulators, so holders know exactly what they own. Reply to @coinbureau: A month ago, we warned that “MASS TOKENIZATION” was coming. Today, it’s breaking records, and the numbers are getting hard to ignore. Stocks. Bonds. Bank deposits. Investment funds. The way we invest and move money is changing. You could end up using blockchain without even knowing it. What’s already changing: Wall Street is going onchain, with the NYSE’s parent company and OKX originally proposing over 60 US stocks as tokens Government debt is going onchain, with Hong Kong issuing a RECORD $2.6 BILLION digital bond and Luxembourg issuing €1.7 BILLION Tokenized stocks and ETFs total $3.53 BILLION across 4.42 MILLION holder addresses, per RWA(.)xyz Bank dollars are going onchain as JPMorgan expands JPM Coin to Ethereum for institutional clients The pushback is also growing, with Microsoft, Alphabet, Goldman Sachs and Wells Fargo among 22 companies opposing tokens of their shares on the planned OKXICE venue Investment funds are following, with Franklin Templeton’s Singapore fund reportedly adding roughly $150 MILLION in fund shares on the XRP Ledger Trading hours are stretching, with Nasdaq targeting 23 hours of weekday trading from December 6 Britain is preparing its own digital government bond pilot, with six banks appointed to lead it Most trades are fractional, with about 80% of tokenized stock trades in an IMF study smaller than one share Buying a stock token does not necessarily make you a direct shareholder in the company

25/100·CNeutral+12

meme23h agomeme

ASIAN STOCKS FELL 0.2% EARLY MONDAY AS INVESTORS BRACED FOR MEGACAP EARNINGS AND KEY CENTRAL BANK DECISIONS FOLLOWING A VOLATILE WEEK FOR THE AI TRADE. RESULTS FROM MICROSOFT, ALPHABET AND AMAZON WILL TEST INVESTOR CONFIDENCE, WHILE THE FEDERAL RESERVE AND BANK OF JAPAN ARE EXPECTED TO KEEP INTEREST RATES STEADY AMID PERSISTENT INFLATION AND ELEVATED BOND YIELDS.(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-30), Amazon reported basic EPS of 8.64, diluted EPS of 8.53, and net income of USD 135.281 billion. Consensus expectations: For the upcoming 2026Q3 event on 2026-10-29, consensus EPS estimate is 1.9579 and revenue estimate is USD 202.203 billion.)

25/100·CNeutral+6

news10/25news

1. 周一：①数据：德国10月IFO商业景气指数；英国10月CBI零售销售差值；美国10月达拉斯联储商业活动指数；中国9月本年迄今全国发电装机容量、全国发电装机容量年率（待定）。②事件：中国共产党第二十届中央委员会第五次全体会议于10月26日至29日在北京召开；中国台湾证券交易所休市一日。新西兰证券交易所休市一日。③财报：港股-中兴通讯、药明康德、中信证券；美股-Verizon。
2. 周二：①数据：美国至10月10日当周ADP就业人数周度变动、9月耐用品订单月率、8月FHFA房价指数月率、8月S&P/CS20座大城市未季调房价指数年率、9月新屋销售总数年化、10月谘商会消费者信心指数、10月里奇蒙德联储制造业指数。②事件：9000亿元1年期中期借贷便利（MLF）到期；2026亚洲工业科技展览会10月27日至29日在深圳国际会展中心举行；以色列举行大选。③财报：港股-复星医药、康希诺生物；美股盘前-波音、可口可乐、联合包裹；美股盘后-SK海力士、Robinhood、恩智浦半导体。
3. 周三：①数据：美国至10月23日当周API原油库存、至10月23日当周EIA原油库存；澳大利亚9月未季调CPI年率；新西兰至10月28日联储利率决定；德国11月Gfk消费者信心指数；瑞士10月ZEW投资者信心指数；加拿大至10月28日央行利率决定。②事件：澳洲联储主席布洛克、副主席豪泽、助理主席亨特、琼斯、肯特出席参议院经济立法委员会视频会议；英国财政大臣约翰·希利在英国议会公布其上任后的首份年度预算案；加拿大央行行长麦克勒姆和高级副行长罗杰斯召开货币政策新闻发布会。③财报：港股-中国平安、中国石油股份；美股盘前-波士顿科学；美股盘后- Alphabet、微软。
4. 周四：①数据：美国至10月28日美联储利率决定；英国9月央行抵押贷款许可；欧元区10月工业景气指数；欧元区10月经济景气指数；美国至10月24日当周初请失业金人数、9月核心PCE物价指数、9月个人支出月率、第三季度实际GDP年化季率初值、第三季度实际个人消费支出季率初值、第三季度核心PCE物价指数年化季率初值；欧元区至10月29日欧洲央行存款机制利率、主要再融资利率；美国至10月23日当周EIA天然气库存。②事件：国内成品油将开启新一轮调价窗口；美联储主席沃什召开货币政策新闻发布会；欧洲央行行长拉加德召开货币政策新闻发布会；苹果公司“Pro and Tell”产品体验活动；2026腾讯全球数字生态大会举行；③财报：韩股-三星电子；港股-中国联通、比亚迪股份、中际旭创、兆易创新、澜起科技；美股盘前-默沙东、壳牌、礼来；美股盘后-亚马逊、英特尔、闪迪。
5. 周五：①数据：日本9月失业率；法国第三季度GDP年率初值；英国10月Nationwide房价指数月率；法国10月CPI月率初值；瑞士10月KOF经济领先指标；德国10月季调后失业人数、10月季调后失业率、第三季度未季调GDP年率初值；欧元区第三季度GDP年率初值、9月失业率；加拿大8月GDP月率；美国第三季度劳工成本指数季率；德国10月CPI月率初值；美国10月芝加哥PMI；日本至10月30日央行目标利率。②事件：美国国务卿鲁比奥主持召开20国集团（G20）外长会议，至10月31日；日本央行公布利率决议和经济前景展望报告，行长植田和男召开货币政策新闻发布会；③财报：港股-中国人寿、工商银行、中国南方航空股份、赛力斯等；日股-铠侠2026财年第二季度财报电话会。美股盘前-英国石油、埃克森美孚石油、雪佛龙。
6. 周六：①数据：美国至10月30日当周石油钻井总数；中国10月官方制造业PMI；②事件：2028年FOMC票委、圣路易联储主席穆萨莱姆发表讲话。
7. 周日：①事件：北美地区开始实行冬令时，美国和加拿大金融市场交易时间和经济数据公布时间将较夏令时延后一小时；七个欧佩克+产油国举行月度会议，制定12月产量政策。(Historical earnings: For fiscal 2026Q1 (period ended 2026-03-28), Intel reported basic and diluted EPS of -0.73 and net income of USD -3.728 billion, compared with basic and diluted EPS of -0.19 and net income of USD -0.821 billion in the year-earlier 2026Q1 period (ended 2025-03-29). For fiscal 2025FY (ended 2025-12-27), basic and diluted EPS were -0.06 and net income USD -0.267 billion, versus basic and diluted EPS of -4.38 and net income of USD -18.756 billion in fiscal 2024FY (ended 2024-12-28). Consensus expectations: Consensus for fiscal 2026Q3 (event date 2026-10-29) expects EPS of 0.3945 and revenue of USD 16.447 billion.)

10/100·CNeutral+18

news10/25news

The Fed, Inflation, Verizon, Boeing, Alphabet, GE Vernova, Amazon, and Many More Stocks to Watch This Week -- Barrons.com

news10/25news

https://Fetch.ai 🤝 your entire stack. → @LangChain: point it at ASI:One → @Google Gemini: run it inside an agent → @nodejs / Next.js: query agents with uagent-client → MCP: give agents live tools → @stripe: let agents take payments Keep your tools. Add the network.

35/100·CLong+1

news10/25news

WEDNESDAY MAY BE THE BUSIEST DAY OF THE QUARTER

On Wednesday of this week we have

- Fed Interest rate decision and Kevin Warsh FOMC press conference
- Apple $AAPL new product event
- Earnings from Google $GOOGL, Microsoft $MSFT, ServiceNow $NOW, Chipotle $CMG Fortinet $FTNT, KLA Corp $KLAC, FedEx $FDX, Ford $F, and much more
- I will be at a secret all day event for one of the largest public companies 👀

My full catalyst watch for the week is below ... make sure you are ready for the week ⬇️⬇️(Historical earnings: Latest disclosed actuals are for 2026Q2 (period ended 2026-06-30): basic EPS of 14.41, diluted EPS of 14.24 and net income of USD 174.771 billion. Consensus expectations: Consensus for 2026Q3 expects EPS of 3.0047 and revenue of USD 127.853 billion.)

35/100·CLong+6

news10/25news

1. 周一：①数据：德国10月IFO商业景气指数；英国10月CBI零售销售差值；美国10月达拉斯联储商业活动指数；中国9月本年迄今全国发电装机容量、全国发电装机容量年率（待定）。②事件：中国共产党第二十届中央委员会第五次全体会议于10月26日至29日在北京召开。中国台湾证券交易所休市一日。新西兰证券交易所休市一日。③财报：港股-中兴通讯(00763.HK)、药明康德(02359.HK)、中信证券(06030.HK)；美股-Verizon(VZ.N)。
2. 周二：①数据：美国至10月10日当周ADP就业人数周度变动、9月耐用品订单月率、8月FHFA房价指数月率、8月S&P/CS20座大城市未季调房价指数年率、9月新屋销售总数年化、10月谘商会消费者信心指数、10月里奇蒙德联储制造业指数。②事件：9000亿元1年期中期借贷便利（MLF）到期。2026亚洲工业科技展览会10月27日至29日在深圳国际会展中心举行。以色列举行大选。③财报：港股-复星医药(02196.HK)、康希诺生物(06185.HK)；美股盘前-波音(BA.N)、可口可乐(KO.N)、联合包裹(UPS.N)；美股盘后-SK海力士(SKHY.O)、Robinhood(HOOD.O)、恩智浦半导体(NXPI.O)。
3. 周三：①数据：美国至10月23日当周API原油库存、至10月23日当周EIA原油库存；澳大利亚9月未季调CPI年率；新西兰至10月28日联储利率决定；德国11月Gfk消费者信心指数；瑞士10月ZEW投资者信心指数；加拿大至10月28日央行利率决定。②事件：澳洲联储主席布洛克、副主席豪泽、助理主席亨特、琼斯、肯特出席参议院经济立法委员会视频会议；英国财政大臣约翰·希利在英国议会公布其上任后的首份年度预算案；加拿大央行行长麦克勒姆和高级副行长罗杰斯召开货币政策新闻发布会。③财报：港股-中国平安(02318.HK)、中国石油股份(00857.HK)；美股盘前-波士顿科学(BSX.N)；美股盘后- Alphabet(GOOGL.O)、微软(MSFT.O)。
4. 周四：①数据：美国至10月28日美联储利率决定（上限）；英国9月央行抵押贷款许可；欧元区10月工业景气指数；欧元区10月经济景气指数；美国至10月24日当周初请失业金人数、9月核心PCE物价指数年率、9月个人支出月率、第三季度实际GDP年化季率初值、第三季度实际个人消费支出季率初值、第三季度核心PCE物价指数年化季率初值、9月核心PCE物价指数月率；欧元区至10月29日欧洲央行存款机制利率、主要再融资利率；美国至10月23日当周EIA天然气库存。②事件：国内成品油将开启新一轮调价窗口；美联储主席沃什召开货币政策新闻发布会[同传]；欧洲央行行长拉加德召开货币政策新闻发布会[同传]；苹果公司“Pro and Tell”产品体验活动；2026腾讯全球数字生态大会举行；③财报：韩股-三星电子；港股-中国联通(00762.HK)、比亚迪股份(01211.HK)、中际旭创(03308.HK)、兆易创新(03986.HK)、澜起科技(06809.HK)；美股盘前-默沙东(MRK.N)、壳牌(SHEL.N)、礼来(LLY.N)；美股盘后-亚马逊(AMZN.O)、英特尔(INTC.O)、闪迪(SNDK.O)。
5. 周五：①数据：日本9月失业率；法国第三季度GDP年率初值；英国10月Nationwide房价指数月率；法国10月CPI月率初值；瑞士10月KOF经济领先指标；德国10月季调后失业人数、10月季调后失业率、第三季度未季调GDP年率初值；欧元区第三季度GDP年率初值、9月失业率；加拿大8月GDP月率；美国第三季度劳工成本指数季率；德国10月CPI月率初值；美国10月芝加哥PMI；日本至10月30日央行目标利率。②事件：美国国务卿鲁比奥主持召开20国集团（G20）外长会议，至10月31日；日本央行公布利率决议和经济前景展望报告，行长植田和男召开货币政策新闻发布会；③财报：港股-中国人寿(02628.HK)、工商银行(01398.HK)、中国南方航空股份(01055.HK)、赛力斯(09927.HK)等；日股-铠侠2026财年第二季度财报电话会。美股盘前-英国石油(BP.N)、埃克森美孚石油(XOM.N)、雪佛龙(CVX.N)。
6. 周六：①数据：美国至10月30日当周石油钻井总数；中国10月官方制造业PMI；②事件：2028年FOMC票委、圣路易联储主席穆萨莱姆发表讲话。
7. 周日：①事件：北美地区开始实行冬令时，美国和加拿大金融市场交易时间和经济数据公布时间将较夏令时延后一小时。七个欧佩克+产油国举行月度会议，制定12月产量政策。(Historical earnings: For 2026Q2 (period ended 2026-06-30), reported basic EPS of 14.41, diluted EPS of 14.24, and net income of USD 174.771 billion. Consensus expectations: Consensus for 2026Q3 expects EPS of 3.0047 and revenue of USD 127.853 billion.)

10/100·CNeutral+30

news10/25news

Money20/20 USA is one of the world's leading gatherings for banking, payments and fintech. This year in Las Vegas, participants included @Visa, @Mastercard, @AmericanExpress, @PayPal, @stripe, @Google and @OpenAI. We joined industry peers at @money2020 to explore how agents can transact on behalf of people and businesses. Three developments stood out: ▷ Identity and payment are coming together. Proof and @circle paired x401 identity verification with x402 USDC payments in a joint demo. ▷ B2B is moving into live pilots. @Visa, BILL and Billtrust launched a pilot for agents to complete buyer-approved supplier invoice payments. ▷ Checkout needs to work on today's web. Evervault launched Browser Tokens so agents can complete purchases without seeing the underlying card details. This is the foundation we're building with Kite Agent Passport: verifiable agent identity, user-defined permissions and spending limits, and agentic payments. Thank you to everyone who stopped by our booth and shared their perspectives. Let's keep building the agent economy. 🪁(Historical earnings: For 2026Q2 (period ended 2026-06-30), reported basic EPS of 14.41, diluted EPS of 14.24, and net income of USD 174.771 billion. Consensus expectations: Consensus for 2026Q3 expects EPS of 3.0047 and revenue of USD 127.853 billion.)

20/100·CNeutral+6

news10/24news

RELAY SHUT DOWN IN AUGUST AMID PRESSURE FROM BIGGER PLATFORMS: TECHCRUNCH
CHARACTER.AI FILED FOR BANKRUPTCY FIVE YEARS AFTER LAUNCHING: TECHCRUNCH
*S&P DATA SHOWS 42% OF CORPORATE AI INITIATIVES ARE EVENTUALLY ABANDONED: TECHCRUNCH

- Workflow automation tool Relay shut down in August as larger platforms like OpenAI and Google built similar features into their tools, Techcrunch reported.
- Chatbot platform Character.ai filed for bankruptcy five years after launching. According to S&P Global Market Intelligence data, corporate parents ultimately abandon about 42% of AI initiatives due to funding, technical hurdles, and weak demand.
- The report highlights various industry casualties, including the closure of OpenAI's Sora in March 2026, Notion Mail's planned shutdown on September 22, and Humane's sale of its AI Pin assets to HP for $116 million in February 2025.

meme10/24meme

How Sundar Pichai uses AI to run Google: "I have agents running internally for me... There are all these chat groups: pre-training, mid-training, post-training data, etc. It could easily take me an hour a day to catch up on what's happened in the last 24 hours, but now I have agents running that summarize and bring that information to me. I can still go deeper, and I do so often. Similarly, there are agents with telemetry into our compute usage, product areas, efficiency, and utilization, and they are giving me inputs and insights." Quoted @alexeheath: Sundar Pichai on Gemini 4 and the AI compute crunch Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI. Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together. I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google. Timestamps: 00:00 Gemini Argon launch reception 01:49 Model access and safety 06:20 The AI model race 08:35 Agentic breakthroughs and 2027 11:34 Recursive self-improvement 15:41 DeepMind leadership changes 19:52 Google's AI compute investments 25:20 Is AI spending sustainable? 33:18 How Sundar uses AI agents 35:35 Gemini's personal agent plans 38:37 How AI agents change the web 43:52 Google's space data centers 47:38 Waymo's expansion strategy 50:26 Wing's drone delivery plans 51:36 AI safety and regulation 55:58 Google's quantum computing bet YouTube: youtu.be/fJBSNEFdm8c Spotify: open.spotify.com/episode/0cJBqm… Substack: sources.news/p/sundar-picha… Apple Podcasts: podcasts.apple.com/us/podcast/sun… This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.

35/100·CLong+5

news10/24news

Why McDonalds, Microsoft and Google saying no to tokenized stocks isn't a dealbreaker

25/100·CNeutral+3

news10/24news

Here's how Canva's new image generation tool compares to models by OpenAI, Google, and Meta

10/100·CNeutral+2