Alphabet's Gemini integration into Search has stabilized query share against ChatGPT and Perplexity, while Google Cloud is now the fastest-growing hyperscaler off a smaller base. Waymo robotaxi expansion in 12 US cities provides real autonomous-vehicle revenue. DOJ antitrust remedies are now priced in and the spin-off optionality on Cloud or YouTube remains a structural call option. Free cash flow conversion is accelerating as AI capex peaks in 2026.
Thesis reviewed May 29, 2026
Alphabet Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold GOOGL may also have indirect exposure through these country funds.
Google Cloud growth accelerates to 35% YoY, narrowing gap to Azure
DOJ search remedy proposal excludes forced divestiture of Chrome
Waymo crosses 500K weekly paid rides in operational cities
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Michael RulliOH | Sell | Unknown amount | Aug 24, 26 | ||
| David J. TaylorOH | Buy | $1k–$15k | Aug 11, 26 | ||
| Thomas H. KeanNJ | Sell | $1k–$15k | Jul 22, 26 | ||
| Michael RulliOH | Buy | $1k–$15k | Jul 3, 25 | ||
| Michael RulliOH | Buy | $1k–$15k | Jun 25, 26 | ||
| Michael RulliOH | Buy | $1k–$15k | Jun 29, 26 | ||
| David J. TaylorOH | Buy | $1k–$15k | Jul 17, 26 | ||
| Thomas H Tuberville | Sell | $15k–$50k | Apr 15, 25 | ||
| Thomas H Tuberville | Sell | $15k–$50k | Oct 7, 25 | ||
| Thomas H Tuberville | Sell | $1k–$15k | Dec 17, 25 | ||
| Dan NewhouseWA | Sell | $1k–$15k | Jul 10, 26 | ||
| Thomas H. KeanNJ | Sell | $1k–$15k | Jun 2, 26 | ||
| Thomas H. KeanNJ | Sell | Unknown amount | Jun 24, 26 | ||
| Matthew Robert Van EppsTN | Buy | $1k–$15k | Jun 16, 26 | ||
| David J. TaylorOH | Buy | $1k–$15k | Jun 5, 26 | ||
| Gilbert CisnerosCA | Sell | $1k–$15k | May 5, 26 | ||
| David J. TaylorOH | R | Buy | Unknown amount | May 15, 26 | -2.5% |
| Donald J. TrumpFL | R | Buy | $1.0M–$1.0M | Mar 2, 26 | -5.5% |
| Donald J. TrumpFL | R | Buy | $50k–$50k | Mar 17, 26 | -5.5% |
| Donald J. TrumpFL | R | Buy | $500k–$500k | Mar 12, 26 | -5.5% |