05/02/2026 21:04

Alphabet (GOOGL US) $US333.04

Alphabet shares were mildly lower overnight after flagging FY26 capex of $175–185bn, well above consensus (~$120bn). The spending shock overshadowed a clean earnings beat, with Search and Cloud both accelerating as AI demand lifts utilisation and pricing power. The debate is simple: near-term free-cash-flow pressure versus longer-term AI leadership.

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05/02/2026 20:56

Portfolio Amendments – International Equities Portfolio

We are making several changes to the International Equities Portfolio

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30/10/2025 09:47

Alphabet Inc (GOOGL US) $US274.57

Alphabet’s September-quarter result comfortably beat expectations, underscoring the company’s broad-based growth and the accelerating contribution from AI-related products. Shares were trading up ~8% after hours.

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24/07/2025 09:24

Alphabet Inc (GOOGL US) $US190.23

Alphabets second-quarter profits topped estimates as parent company Google showed strong growth in its advertising and cloud computing divisions but investors were wary around increased spending on AI - a potential theme through earnings season. The stock was up ~2% afterhours.

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28/05/2025 09:35

Alphabet (GOOGL US) $US172.90

The concern around Google is how newer generative AI companies will impact their share of search, and the lucrative revenue that comes with it. In last week’s annual developers conference (I/O), they did a very good job of convincing MM (and hopefully others) that they are at the forefront of this revolution, by integrating generative AI and large language models (LLMs) into its search products.

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25/03/2025 09:50

Alphabet Inc (GOOGL US) $US167.68

Alphabet has corrected ~24% from the $US200 area, in line with a weaker performance across the AI space, which has led to the correction in Big Tech. The Google parent company posted a cloud revenue miss in February as it ramps up spending on artificial intelligence (AI), worrying investors that the mega-cap technology company may fall short of its aspirations in the AI space.

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06/02/2025 09:41

Alphabet (GOOGL US) $US191.33

GOOGL traded down over 7% on Wednesday night following its softer result with the ~1.5% miss on revenue weighing on the tech giant which was testing fresh highs just 24-hours earlier.

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05/02/2025 09:50

Alphabet (GOOGL US) $US206.38

Softer result after market close this morning see’s GOOGL US shares trading down 5% after hours;

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11/12/2024 09:34

Alphabet (GOOGL US) $US185.17

Google's parent company, Alphabet (GOOGL US), was a standout winner overnight, surging more than +5% after the company unveiled “Willow,” its latest quantum computing chip. When quantum computing matures, it is expected to be useful for large-scale simulations and code-breaking, but that may not be possible for years or decades.

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30/10/2024 09:23

Alphabet (GOOGL US) $US169.68

3Q results were released after the market this morning, beating expectations plus CEO Sundar Pichai's commentary was very positive. Shares were trading up ~8% after hours.

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