Core Viewpoint - Alphabet (NASDAQ: GOOGL) is rewarding investors with a cash dividend of $0.21 per share, scheduled for December 15, 2025, reflecting the company's commitment to shareholder returns and financial maturity [1][4]. Dividend Information - The upcoming dividend payout follows a previous distribution on September 15, 2025, maintaining a quarterly schedule [2]. - The dividend yield is 0.30% based on a stock price of $278, with a payout ratio of 7.54%, indicating potential for future increases due to strong earnings [2][3]. - An investor with 100 shares will receive $21 this quarter, totaling $84 annually if the rate remains unchanged [4]. Financial Performance - In Q3 2025, Alphabet reported quarterly revenue exceeding $100 billion for the first time, marking a 16% year-over-year increase, while diluted earnings per share rose 35% to $2.87 [6]. - Growth was broad-based across various segments, including Google Search, YouTube ads, subscriptions, and cloud services [6]. - Google Cloud revenue increased by 34% to $15.2 billion, supported by advancements in AI infrastructure and generative AI solutions [6][7]. - The segment's backlog stands at $155 billion, indicating continued strength [7]. Investment and Cash Flow - Despite a significant rise in capital expenditures, which climbed 83% to $23.9 billion, Alphabet maintained robust financials with $73.6 billion in trailing free cash flow and $98.5 billion in cash reserves [7].

Group 1: AI Investment Opportunities - Artificial intelligence (AI) investing remains a top priority for investors, with significant capital being allocated to support the AI revolution [1][2] - Several compelling stocks are highlighted for potential growth as investors adjust their portfolios for expected success in 2026 [2] Group 2: Nvidia - Nvidia is recognized as a leading player in AI investing, with its GPUs serving as the backbone for current AI technology [3] - The company has secured orders worth $500 billion for advanced data center chips over the next five quarters, indicating strong future growth potential [3] - Nvidia's market cap is reported at $4,572 billion, with a gross margin of 69.85% and $165 billion in revenue over the past 12 months [4][5] Group 3: Broadcom - Broadcom is competing in the AI sector by partnering with hyperscalers to create custom chips tailored for specific workloads, which may enhance performance while reducing costs [6][7] - Although Broadcom's custom AI accelerators may not directly compete with Nvidia's GPUs, they could capture a significant market share as clients seek to optimize data center expenditures [7] Group 4: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the leading semiconductor manufacturer for AI chips, producing components for major tech companies, including Nvidia and Broadcom [8] - The company's market cap stands at $1,486 billion, with a gross margin of 58.06%, making it a strong investment as demand for AI computing power continues to rise [10] Group 5: Alphabet - Alphabet's Google Search revenue continues to grow, countering earlier concerns about being replaced by generative AI [11] - The Google Cloud business is also generating revenue by running AI workloads for various clients, positioning Alphabet as a valuable investment opportunity [12] Group 6: Meta Platforms - Meta Platforms has substantial cash reserves for AI investments, but market concerns about its spending have led to a decline in stock price [13] - The stock is currently trading at 21 times forward earnings, which is considered low given its growth potential, suggesting it may yield impressive returns in the future [15]

Core Insights - The tech sector has experienced a significant downturn recently, attributed to concerns over high capital expenditures announced by major hyperscalers like Amazon, Microsoft, Google, and Meta, which collectively plan to invest around $100 billion by 2026 [2][4][19] - Investors are increasingly questioning the return on invested capital and the timeline for seeing returns from these substantial investments, particularly as depreciation impacts free cash flow [3][4][5] Investment Sentiment - Despite a high earnings beat rate of 82% in the S&P 500, the market reaction has been negative, particularly in the NASDAQ 100, where the average price move has been nearly 1% negative [6][7] - There is a sentiment of caution among investors, with many pausing to seek more signals before making further investment decisions [9][11] Company Performance and Outlook - Hyperscalers like Amazon, Microsoft, and Google are viewed positively by investors due to their ability to convert projected spending into revenue, leveraging their cloud infrastructures [12][13] - Meta, lacking a cloud infrastructure, faces skepticism regarding its ability to generate revenue from its accelerated infrastructure investments, leading to a divergence in investor sentiment [14][15][16] Long-term Confidence - The long-term narrative for the tech sector remains strong, with demand for AI and cloud services expected to outstrip supply, although short-term volatility is anticipated [8][10][20] - The ongoing development of AI tools by companies like Microsoft is expected to facilitate productivity gains for enterprises, but the adoption process will take time [20][21]

[music] So, I have a test tomorrow and I just looked at my notes, but I don't remember how to do this at all. [music] Can you explain this to me in simpler terms. [music] [music] Hey. [music] Hey. Hey. ...

polymarket odds show up in google search results now. 8.5m daily queries feeding their data as the default source. $3b monthly volume, token launch q1 2026, volume-based airdrop confirmed. google doesn't integrate losers. farm volume on sports markets before everyone figures out this is bloomberg for real world events. ...

Google will be bringing prediction market odds from Polymarket and Kalshi directly in Google Search and on its revamped Google Finance platform, giving users access to crowd-based forecasts on key future events. The move is part of a broader rollout of features aimed at making Google Finance more interactive, AI-powered and globally accessible. For now, the prediction market data will be shown in response to natural language queries such as “Will the U.S. enter a recession in 2025?” or “Who will win the 2 ...

NEW: Google teams up with Polymarket to bring real-time prediction market odds to Google Search and Google Finance ...

NEWS: @Google partners with @Polymarket to display prediction market odds directly on Search and Google Finance. https://t.co/oEDHijbQfF ...

Group 1 - The FPA Crescent Fund gained 5.54% in Q3 2025 and 15.32% over the trailing twelve months, with top five performers contributing 6.65% to the return and bottom five detracting 2.58% [1] - Alphabet Inc. (NASDAQ:GOOG) stock experienced a one-month return of 17.56% and a 52-week gain of 56.22%, closing at $284.75 per share with a market capitalization of $3.433 trillion on November 5, 2025 [2] - Despite concerns regarding competitive threats and antitrust scrutiny, Alphabet's stock has risen seventeen-fold since initial purchases in 2011, with a year-to-date increase of 28% and a 57% rise since the end of Q1 2025 [3] Group 2 - Alphabet's YouTube is the most-watched media outlet globally, with over one trillion hours of video viewed, indicating potential for further monetization [3] - The FPA Crescent Fund maintains a position in Alphabet, recognizing the value of its self-driving technology through Waymo and the growth potential of its cloud services [3]

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks related to the AI space that Jim Cramer discussed. Cramer mentioned the increase in the company’s capex, as he said: “On the other hand, Alphabet also raised its 2025 capital expenditures forecast from 85 billion all the way up to 91 to $93 billion range, much bigger increase than we saw from Meta. Yet Alphabet stock did not get punished. Why? Wall Street seems more willing to give them the benefit of the doubt, even though CFO Anat Ashkenazi said that the ...