Create your account

Analyse episodes, create alerts, spot trends before they go mainstream

Already have an account? Sign in

Companies

Alphabet/Google

Mentioned in 8 analyzed podcast episodes across 6 shows

Mentioned On

MacBreak Weekly (Audio)PivotBloomberg TechPersonal AIMad Money w/ Jim CramerThe Compound and Friends

Episode Mentions

MacBreak Weekly (Audio)

MacBreak Weekly (Audio) · May 6, 2026

MBW 1023: Don't Be Contemptible - Apple Sets a New Record for Its Second Quarter Results

“Competing on AI; providing Gemini model; major CapEx spender on data center infrastructure”

Apple Q2 2026 Financial Results and GuidanceiPhone 17 Launch Success and China Market RecoveryServices Revenue Growth and ARPU Expansion
View Analysis
Pivot

Pivot · May 1, 2026

Big Tech’s Day of Reckoning, Elon Takes the Stand, and the FCC Targets Disney

“Reported 22% revenue surge to $110B, Google Cloud hit $20B up 63%, search revenue up 19% despite AI competition concerns”

Big Tech Earnings and AI CapEx SpendingFCC Political Targeting of Disney and ABC LicensesJimmy Kimmel Trump Jokes and Free Speech
View Analysis
Bloomberg Tech

Bloomberg Tech · Apr 28, 2026

OpenAI Linked Stocks Fall on Report It Missed Targets

“Competing AI provider with Gemini models; Alphabet-linked stocks outperforming OpenAI-linked stocks”

OpenAI Revenue and User Growth TargetsAI Infrastructure Spending and ROICompetitive Dynamics: OpenAI vs Anthropic vs Google
View Analysis
Personal AI

Personal AI · Apr 28, 2026

Altman and CFO Disagreement Explored

“Q1 EPS projected to drop 6.4% YoY despite $106.9B revenue due to $175-185B AI CapEx grinding margins”

AI Compute Economics and ROIOpenAI Internal Conflict and IPO StrategyGoogle DeepMind Alphatica Math Breakthrough
View Analysis
Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 7, 2026

'Mad Money w/ Jim Cramer 4/7/26

“Tech company; negative rumors about Gemini growth unfounded; stock recovering”

Market Technical Analysis and Moving AveragesConsumer Spending Patterns and Economic SlowdownRetail Sector Performance and Competitive Dynamics
View Analysis
Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 5, 2026

Mad Money w/ Jim Cramer 2/4/26

“Reported strong quarter with Gemini 3 reaching 750M users; spending $175-185B on capex for AI infrastructure”

GLP-1 Drug Competition and Pricing StrategyEnterprise Software Industry Disruption by AIMarket Rotation from Growth to Value Stocks
View Analysis
The Compound and Friends

The Compound and Friends · Jan 2, 2026

Welcome to 2026

“Only MAG7 stock besides NVIDIA to outperform S&P in 2025; beneficiary of AI CapEx spending; competing with OpenAI”

Turnaround Stock Candidates for 2026Lululemon Activist Proxy Fight and Brand DeclineNike Recovery Thesis and Caitlin Clark Endorsement
View Analysis
Pivot

Pivot · Dec 9, 2025

Paramount's Hostile Bid, Elon's EU Threat, and Meta's Metaverse Cuts

“Controls 90% of search; YouTube dominates streaming by usage; won antitrust cases despite market dominance”

Paramount-Warner Bros Hostile TakeoverNetflix vs Paramount Streaming CompetitionAntitrust and Market Consolidation
View Analysis