Micron makes massive move as supercycle ramps [Yahoo! Finance]
Alphabet Inc. - Class C Capital Stock (GOOG)
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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Source: Yahoo! Finance
The company's volatile nature has been on full display over the past month, as breakneck sales and profit growth driven by AI demand have led to its shares surging 45%. Investors like me (I bought shares on November 26) may still see more gains to come, given that the boom behind Micron's meteoric rise may only be just beginning, and supply from new fabs will take time to ramp up. Memory demand has soared as hyperscalers like Amazon, Google Cloud, and Microsoft's Azure have plowed hundreds of billions into upgrading existing data centers and building new ones to handle the heavy workloads associated with artificial intelligence. The spending frenzy includes an estimated $394 billion spent by hyperscalers in 2025, according to Goldman Sachs , with another $527 billion of spending on the horizon in 2026. Meeting that demand for memory won't be easy. Micron is sold out of its high-bandwidth memory , specifically suited to AI, and it has already shuttered its consumer memory busin
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GOOG
News
- Alphabet's AI surge makes it the 4th-ever company to crack a $4 trillion market cap [Business Insider]Business Insider
- YouTube makes a change users have long wanted [Yahoo! Finance]Yahoo! Finance
- Alphabet hits US$4-trillion valuation as AI refocus lifts sentiment [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Alphabet hits $4 trillion valuation as AI refocus lifts sentiment [Yahoo! Finance]Yahoo! Finance
- Alphabet hits $4 trillion market capitalization [CNBC]CNBC
GOOG
Earnings
- 10/29/25 - Beat
GOOG
Sec Filings
- 1/8/26 - Form 4
- 1/7/26 - Form 144
- 1/7/26 - Form 144
- GOOG's page on the SEC website