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What podcasters are saying about Alphabet (GOOGL)
Summary
In the past 30 days, 35 speakers on 17 finance podcasts discussed Alphabet (GOOGL) in 52 views. Going by each speaker's latest call, 19 are bullish and 11 are bearish. Chorus has followed Alphabet since September 25, 2026: 53 views from 36 speakers on 18 shows.
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Newest first. Every quote is checked against the episode's transcript.
Jim Lebenthal · Cerity PartnersBearish
Alphabet is in the penalty box for the foreseeable future over search ad concerns, so he trimmed the stock.
Lebenthal trimmed Alphabet because he expected the stock to be in the penalty box given the reaction to search ad revenue concerns. He argues search is far more central to Alphabet's profit engine than ads are to Amazon, so the reaction was outsized and the stock will stay pressured for a while.
“I said I wanna trim it a little bit because I thought it would be in the penalty box, and it will be for the foreseeable future.”at 2:30
CNBC Halftime Report: Amazon in Focus as the Nasdaq Slides 10/3026 ·
Jim Lebenthal · Cerity PartnersBullish
AI-search ad disruption to Alphabet's search ads looks solvable; smarter teams are likely already working on it.
Lebenthal argues the search ad problem from AI answers looks solvable. Google could give part of the answer and make users click through for the rest, which is where ads appear. He reasons that if this seems solvable to an outsider, people at Alphabet and Amazon are likely working on it already.
“This, to me, seems very solvable. ... You just give half the answer and make them click through to get the rest of the answer, and that's where your ads pop up.”at 4:21
CNBC Halftime Report: Amazon in Focus as the Nasdaq Slides 10/3026 ·
Josh Brown · Ritholtz Wealth ManagementBullish
Alphabet, with Gemini and its own compute, may matter strategically as investors value end-to-end AI.
Brown says only two publicly traded companies have a premier model and their own compute: Alphabet with Gemini and Meta with Muse. He thinks investors may come to care about a company with AI end to end, one that sells to consumers with its own product and supplies the compute behind it. He says that is not actionable today, but Gemini's position could become strategically important. He contrasts this with Anthropic, which will spend around $900B on compute without supplying any of it.
“At some point, investors might actually care about a company that's got AI end to end.”at 55:36
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Jim Cramer · CNBCBearish
Alphabet's stock won't rally: negative cash flow, slowing search and ongoing stock sales weigh on it.
Search growth slowed, which Cramer calls something that hasn't happened in ages, and YouTube growth also slowed. Only the cloud business was strong. Alphabet went cash flow negative for a second straight quarter and could spend even more next year. It still has about $27.6 billion of its at-the-market stock sale program left, and Cramer says companies with ATM offerings weigh investors down. He also says Alphabet pays about $920 million per month to SpaceX for compute because it doesn't have enough chips. He says he doesn't want to buy more Alphabet and that the stock won't rally, and his trust owns the stock.
“Alphabet went cash flow negative for the second straight quarter.”at 5:45
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/29/26 ·
Karen Finerman · Metropolitan Capital AdvisorsUncertain
Alphabet's search monetization of AI queries is unclear; it is a show-me story for several quarters.
Finerman says the call gave no sense of concern or urgency about search and no color on how AI queries will be monetized compared with traditional search. She notes AI queries are very different and face higher compute costs, and wants a roadmap to understand that. She also points to small misses like YouTube, and calls this a show-me-for-a-few-quarters story until a turnaround appears.
“concern or urgency or anything about search... the monetization difference between an AI query and a traditional search. They're very different.”at 35:20
CNBC Fast Money: Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26 ·
Tim Seymour · Seymour Asset ManagementBearish
Google's core business is being challenged and will keep weighing on the stock.
Seymour says the market is separating companies whose core businesses are being challenged from those whose core businesses are intact. Google is the poster child for the first group. He says that was true over the last couple of days, continues to be true, and will probably remain true. He ties this to the AI revenue question: whether the pie is getting bigger for everyone or whether incumbents' core businesses are being eroded.
“Those folks who have a core business that's being challenged and Google is the poster child, over the last couple of days and continues to be and probably will be.”at 43:32
CNBC Closing Bell: Closing Bell Overtime: Big Tech Faces Another Earnings Test 10/29/26 ·
Laura Martin · Needham & CompanyBullish
Alphabet's TPU bundling gives pricing power; the sell-off overlooks its platform and compute strategy; $450 target.
Alphabet is now selling its TPUs bundled with other Alphabet services as a system, so customers cannot buy a TPU alone. Martin argues this gives Alphabet pricing power on scarce compute. She also says Alphabet is building a platform rather than a product, which she sees as having more economic upside, and that an internal compute allocation layer will improve capital allocation. On the sell-off, she says the stock fell because search revenue growth (12%) missed and AI answers monetize below traditional search, but she expects Google Cloud, which grew 100% to about $30B in the quarter versus about $60B for search, to be bigger than search a year from now. She keeps a buy rating and a $450 price target, about 40% above the prior close.
“The thing we like the most about the Alphabet earnings yesterday is their pivot on TPUs, which are their own sort of AI chips. They are now bundling them with other Alphabet services and selling them as a system. So you can't just buy a TPU anymore.”at 2:52
CNBC Power Lunch: Alphabet AI Sell-Off, EQT-Range Deal and Big3’s Public Market Plans ·
Jay Peters · NewEdge WealthBullish
Alphabet's core business is healthy and valuation reasonable; he'd buy the weakness despite an earlier trim.
Peters says Alphabet's core operating business is still healthy, growing 40% year over year. Search is in transition as Alphabet works out how to monetize AI Mode, which he says shows good traction with a couple of billion daily users, and total queries hit a five-year high. He also points to a healthy cloud business where compute is scarce and unit economics are improving with more efficient compute. He considers valuations reasonable given earnings growth and scale. He trimmed Alphabet to a neutral weight earlier this year but says he would still buy on weakness and that the portfolio is hard to underweight.
“the core operating business for Alphabet continues to look healthy, you know, 40% year over year growth.”at 8:15
CNBC Power Lunch: Alphabet AI Sell-Off, EQT-Range Deal and Big3’s Public Market Plans ·
Patrick Ceresna · Big Picture TradingBearish
Alphabet's post-earnings gap down confirms a downtrend; it will struggle to recover soon as AI spending outruns cash flow.
Alphabet fell sharply after earnings while Microsoft rose. Ceresna points to free cash flow as the split: Microsoft's quarterly FCF is about $18bn, while Alphabet's is about minus $9bn. He sees a growing distinction between companies funding the AI build-out and companies delivering returns on it, and the market is now scrutinising AI spending cash flow. The gap down has solidified a clear downtrend, so he thinks Alphabet will find it hard to recover immediately. He treats it as a weak link in the Mag Seven group that is holding up the index.
“At the same time, Google with this gap down has really solidified a very clear downtrend, and it will be pretty hard for it to recover immediately.”at 43:47
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Anna Macdonald · Hargreaves LansdownUncertain
Alphabet's core search business is slightly weaker than expected, and that is unsettling investors.
Macdonald says the shares have fallen by more than double digits as investors grow nervous. Cloud is growing over 100%, which is strong and gives Alphabet other engines such as TPUs, which it can now sell. But search, the core of the business, came in a little weaker than people expected, though she says only slightly. She links this to a broader worry: many AI spenders are turning cash-flow negative, and a crack in the core business raises questions about the security of long-term AI investment.
“what's the core of the business is still search. And that was a bit weaker than people looked for. That's really a tiny bit weaker, right? ... it's really not much.”at 41:04
Merryn Talks Money: Has the UK Redefined What It Means to Be a High Earner? ·
Josh Brown · Ritholtz Wealth ManagementUncertain
Chatbots now pose real search competition for Alphabet, but the monetization answer is unresolved.
Brown says the early fear that users would bypass Google for Claude, ChatGPT and Perplexity did not play out at first, since Alphabet leaned into Gemini and AI summaries. He now thinks cannibalization may be arriving, because ChatGPT and Claude have larger user bases and Google faces competition in search for the first time. He does not call it catastrophic and says the market has not decided. He notes query growth is at a five-year high, so people still use Google. But he says AI Mode queries monetize at a lower absolute dollar level, and Google has to find a new model to monetize answers as well as it monetized clicks to sites like Expedia.
“And maybe now that we've got a larger user base on ChatGPT, on Claude, maybe all of a sudden it's becoming apparent. Hey. Look. Google has competition for the first time in search in its entire history.”at 1:58
CNBC Halftime Report: Tech Earnings Weigh on the AI Trade 10/29/26 ·
Rob Sechan · NewEdge WealthBullish
Market is reacting too early on Alphabet; patience pays since it can fund AI from its legacy cash cow.
Sechen says the market is shifting from rewarding AI spending to demanding proof of AI monetization, and he thinks that shift is a little early for Alphabet. He calls Alphabet the only company that has financed its AI build-out from a legacy business effectively, and the only one combining compute, internal chips, AI models and users. He says Google Cloud was a bright spot, up 103%. He argues the best companies build a second engine to disrupt the first, and Alphabet has had time to figure out AI monetization. The bet on Alphabet failing to monetize AI was a bad one. He also says investors should be ready to stick out the ebbs and flows and would trim on multiple expansion. He notes the desk had reduced to neutral earlier in the year.
“I think we're in a place where the entire market is moving from where you're getting rewarded for spending on AI to where you're having to prove that you're monetizing AI. I actually think it's a little earlier than it should be personally, and I think it's gonna pay to be patient with Google.”at 4:18
CNBC Halftime Report: Tech Earnings Weigh on the AI Trade 10/29/26 ·
Liz Thomas · SoFiBullish
Incumbents that own the customer, like Alphabet, will adapt to AI; don't abandon them yet.
Thomas argues that companies that own the customer still have the opportunity, so she would not jettison them yet. She compares the AI cycle to the internet, when it took ten to fifteen years for brick-and-mortar companies to monetize online sales, but they were not killed off. She expects Alphabet to morph its business model, which is lumpy and will not happen in one quarter, but she would not bet that large cash-rich incumbents disappear. Scott Wapner pushes back that disappear is too strong a word.
“It's those companies that own the customer that still have the opportunity, and I wouldn't jettison them yet. Not at all. Because they do own the customer.”at 9:22
CNBC Halftime Report: Tech Earnings Weigh on the AI Trade 10/29/26 ·
Jim Lebenthal · Cerity PartnersBearish
Alphabet is underweight: search narrative and negative free cash flow will keep the stock stuck for quarters.
Lebenthal cut Alphabet to about 3.5% versus a 5.5% S&P 500 weight. He expects the negative search narrative to persist for several months with no visible catalyst to change it. He also points to negative free cash flow from heavy AI spending as a drag. He sees real positives, including TPUs and Google Cloud growing over 100%, and says search can be fixed, for example by truncating AI Mode so users must click through to sources. As a portfolio manager, though, he wants to redeploy into names that can move within a few months, so he expects Alphabet to sit stuck for the next couple of quarters. He adds that a 14% search growth print next quarter would forgive the stock, but a further underperformance would extend the penalty box.
“Taking it further down underweight to the market. So about three and a half percent is my weighting. S and P five hundred is about five and a half percent. Here's why. I just don't think the negative narrative is gonna change anytime soon.”at 11:22
CNBC Halftime Report: Tech Earnings Weigh on the AI Trade 10/29/26 ·
Josh Brown · Ritholtz Wealth ManagementBearish
Alphabet is going free-cash-flow negative and selling stock instead of buying back, with no clear playbook.
Brown says a raised buyback would be the obvious move in a normal environment, but that is not the environment now. He argues these companies are deliberately going free-cash-flow negative to fund AI spending. After spending a decade buying back stock, they are now issuing stock and going to the market for a reason. He says the at-the-market offerings act like a shelf that caps any rally. He says he does not know what the executive playbook is, and notes this was the second or third consecutive quarter with no buyback announcement.
“We're not in a normal environment. These companies are deliberately going free cash flow negative. They spent ten years buying back stock. Now they're selling stock.”at 16:20
CNBC Halftime Report: Tech Earnings Weigh on the AI Trade 10/29/26 ·
Bryant VanCronkhite · Allspring Global InvestmentsBullish
Alphabet's search news is overblown in the long run, an opportunity for a stock picker.
VanCronkhite says the Google news was shocking to many people and may be a big opportunity. He thinks the reaction is a bit overblown in the long run. Volatility gives stock pickers inefficiencies to exploit, and he sees Alphabet as a case where differentiation is possible. He argues the market has been trading thematically, and now is a chance to pick stocks. He is also finding opportunities in hyperscalers.
“We think the Google news is a bit overblown in the long run. We need to rush back into it today, but in the long run, it's overblown.”at 36:24
CNBC Halftime Report: Tech Earnings Weigh on the AI Trade 10/29/26 ·
Tim Seymour · Seymour Asset ManagementBearish
Alphabet's free cash flow drop and rising spending justify the selloff; core search is under pressure.
The quarter is about search and free cash flow, not the intrinsic value of YouTube. Free cash flow came in down about $9.1B against the Street's expectation of down about $2.7B, so spending is rising. The CFO flagged near-term margin headwinds as Google shifts to third-party cloud compute, and the 2026 capex guide was unchanged. Alphabet had already underperformed its mega-cap peers going into the print. He said the stock is far from expensive at around $290, down from over $400, but that a core business under this pressure is exactly why it should be selling off. He sees the chart retesting the March lows and says that level has to hold.
“this is about search, this is about free cash flow. It comes in down $9,100,000,000... The Street was down 2,700,000,000 so they're spending, they're spending.”at 5:20
CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 ·
Guy Adami · CNBCBearish
Alphabet's clean search miss and weak free cash flow are a problem; the core business is decelerating.
Search had been beating Street estimates since about March of last year, so this quarter is a clean miss. The free cash flow shortfall is a problem. Google Cloud beating expectations is a positive. The Street will focus most on whether the core business is decelerating, and Alphabet will now have to answer questions about how it will combat AI. He had expected the stock to trade well above where it did after the report. Later he said some of the concerns about Google's business being threatened by AI (he compared it to the Kodak example) are showing up in these results.
“Search had been beating Street estimates since I think March of last year. So this is obviously a miss. Tim mentioned free cash flow, not good.”at 6:08
CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 ·
Dan Nathan · RiskReversal MediaUncertain
Alphabet's vertical integration is a real strength, but search profits funding the AI build face doubts.
Many investors, including him, like Alphabet's vertical integration. Search defended the business until last quarter. Chrome has about 70% global browser share, and Android is a major distribution channel. Search has been funding much of the AI build. Google is also buying compute from outside its ecosystem through deals with xAI and Anthropic. Still, investors are disappointed in enterprise and consumer AI, and Alphabet's margins have declined relative to peers while it raises cash for capex. He thinks the stock trades at about 20 times forward earnings.
“this is one where a lot of folks, including myself, they like the vertical integration here.”at 6:46
CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 ·
Karen Finerman · Metropolitan Capital AdvisorsBearish
Alphabet's search and YouTube misses are concerning; the core business matters more than capex.
Search missed for a second straight quarter, and YouTube also worried her. The Google Cloud beat was roughly the size of the search miss, but margins were not wildly different, so the miss counts for more. She sees the narrative shifting toward capex and whether the spending expected is actually delivered. She is less worried about capex and the balance sheet than she is about Oracle. Her real concern is the underlying ad business, the 'golden goose' that generates the cash. She thinks the stock is inexpensive but calls the miss significant.
“I think that I'm not as worried so much about the CapEx and the balance sheet in this one versus when we talk about something like Oracle. But I am worried about the underlying business that is the driver, that is the golden goose that creates all the cash.”at 10:35
CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 ·
Gene Munster · Deepwater Asset ManagementBearish
Alphabet's search deceleration will likely worsen before it improves, with AI chatbots a growing threat.
Search grew 12% against the Street's 15%, and guidance implies further deceleration to roughly 11%. That would be three consecutive quarters of slowing. He had been negative on Google search in early 2025 because generative AI could end the ten blue links, then changed course after the March quarter when search improved. He does not think personalized bots are hurting search yet. He does see their potential as significant, since Sundar said a unified interface is coming and Zuckerberg and Musk have talked up bots as a force. The downside is that these bots could become the starting point for commerce. He calls the stock reaction warranted because the issue is anxiety that won't resolve quickly, which he thinks is negative for the stock.
“I think it is likely gonna get worse before it gets better.”at 17:49
CNBC Fast Money: Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26 ·
Jim Cramer · CNBCBearish
Alphabet may be overvalued after a weak quarter, despite its enormous size and market cap.
Alphabet posted a double miss on revenue and earnings and shares fell sharply after hours. Search, about half of sales, came in roughly a billion dollars below expectations, reigniting debate about whether AI is eating Google's core business. Free cash flow was negative about $9.1 billion, unusual for a company that used to spew cash with a pristine balance sheet. Cloud revenue roughly doubled and Gemini passed a billion monthly users, but that did not offset the core weakness. Capex came in below expectations, though the company signaled a significant increase next year. Cramer still owns the stock for the Charitable Trust for its body of work, but he is concerned that a company can be the size of an aircraft carrier and still be overvalued, and he thinks that could be the case after this report.
“I am concerned that that could be the case with Alphabet after Google's poor showing tonight.”at 7:52
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/28/26 ·
Gil Luria · D.A. DavidsonBullish
Google Cloud's doubling growth, driven by TPU sales and Anthropic, is strong; the problem is elsewhere.
Google Cloud revenue roughly doubled, to a run rate Luria calls very large. Part of that comes from TPU sales and a lot from momentum at Anthropic, which is decelerating but still adding substantial revenue. Much of that flows to Google Cloud as referral and compute fees. Luria says that if Google had only reported cloud results, the stock would be up. The stock drop was caused by the core advertising business instead.
“It's not the cloud business. Cloud business is doing great... Part of it is TPU sales now. A lot of it is the momentum in Anthropic... So that part of the business was great.”at 7:43
Prof G Markets: Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech ·
Gil Luria · D.A. DavidsonUncertain
Google's abrupt search ad slowdown may reflect chatbot substitution; one quarter, so no need to panic.
Google's core search ad business, the largest source of its profit, slowed abruptly and unexpectedly this quarter, despite management pointing to tough comparisons. Investors are now asking whether shifting user behavior toward ChatGPT, Claude and Gemini is hurting search, which was the original fear when ChatGPT launched. Luria says it is too early to tell from one quarter and that investors don't need to panic. But the concern is top of mind because search ads drive most of Google's profit, and Google's AI-era ad products may not be enough to offset lost search share in the long run.
“If people stop Googling and start GPTing, that means less ad sales. And they've been able to assuage those concerns for the last couple of years... But this quarter, it appeared to abruptly slow down.”at 8:32
Prof G Markets: Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech ·
Gil Luria · D.A. DavidsonBearish
Google's rising AI capex and negative free cash flow will force more capital raises, pressuring its yields and share price.
Google's free cash flow is negative again at about -$9.1B this quarter, with capex above $51B. Luria reads Google's guidance that capex will rise next year as implying a move from about $200B to $300B, which is a lot of capital to raise. Google will therefore need to return to capital markets if it keeps this pace. Investors can still fund it, but borrowing and share issuance add pressure on the yield Google must pay and on the share price. Google's move to offload capacity because it can't meet demand also means lower margins, which feeds concerns about the core business.
“Yes. Because it means that they'll have to go back to the capital markets if they keep it this way.”at 12:04
Prof G Markets: Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech ·
Mark Mahaney · Evercore ISIBearish
Google's advertising growth decelerated across the board, the second straight quarter, which he calls the overwhelming bad news.
Search, YouTube and ads as a whole decelerated, even on a two-year stack basis, which he calls a surprise. Meta's two-year stack accelerated over the same period, so he sees possible share shift toward Meta. He thinks fear of AI agents and agentic search taking search share will rise, but he is not sure it is warranted. Cloud growth beat and cloud margins held at 36%, but he says the advertising deceleration is the overwhelming bad news.
“Advertising kind of for Google across the board decelerated. Now it's the second quarter in a row that it's decelerated. Search, YouTube, ads as a whole decelerated even on a two year stack basis.”at 24:06
CNBC Closing Bell: Big Tech Earnings Put the Rally to the Test; Warsh’s Latest Fed Decision 10/28/26 ·
Brent Thill · JefferiesUncertain
Alphabet missed on nearly every metric except cloud; search slowdown is the problem, though the stock looks cheap.
Thill says everything went wrong for Alphabet this quarter: search growth slowed to 12% from the 19% and 17% of prior quarters, when investors had wanted something in the mid-teens. Cloud was the only business that beat, at 103% growth, though only by a little, and it missed some high-end targets. YouTube and operating margin also missed. He says Google doesn't guide, so its prints tend to produce bigger moves. He still calls it a great company and cheap, so the view is mixed: weak results on the numbers, but valuation support.
“Search, you know, was 12%. It went nineteen seventeen twelve. That... is a slide that no one wanted to see.”at 45:31
CNBC Closing Bell: Big Tech Earnings Put the Rally to the Test; Warsh’s Latest Fed Decision 10/28/26 ·
Paul Hickey · Bespoke Investment GroupBearish
Search weakness will overhang Alphabet unless management addresses it, and this could be its worst earnings reaction.
Hickey says the search business will stay an overhang unless the company addresses investors' questions. Management did not fully answer them on the last quarterly call, and if it doesn't answer them on this call either, the stock will keep weakening. He notes the worst one-day earnings reaction in the company's history was a 9.7% decline, and says this could be its worst reaction as a public company, which is a negative.
“The search is gonna just be an overhang unless... Last quarterly report, they didn't quite address those needs... Those questions. And if they don't address them on this call, it's just gonna be more weakness.”at 47:25
CNBC Closing Bell: Big Tech Earnings Put the Rally to the Test; Warsh’s Latest Fed Decision 10/28/26 ·
Bryn Talkington · Requisite Capital ManagementBearish
Alphabet trades about $20 below its 200-day; the market dislikes its $80B convertible financing.
Talkington notes Google is well below its 200-day moving average, about $20 under. She sees this as the big divergence from Microsoft and reads it as the market signaling that it does not necessarily like Alphabet's $80 billion convertible issuance used to fund its AI build-out. She therefore thinks Microsoft is better positioned on both the company and the stock chart.
“Meanwhile, Google is way below, like, $20 below the two hundred day. And to me, that's the big divergence there is the market is saying, we don't [necessarily] like your $80,000,000,000 convert that you did...”at 49:08
Dan IvesBullish
Alphabet has significant upside over six to twelve months as search advertising rebounds strongly.
Ives argues the bearish concerns about AI disrupting search are overdone. He cites search advertising being on pace for its best year since 2021, and says he expects search to show an uptick. He describes the current run as a renaissance of growth for Alphabet and says it has significant upside over the next six to twelve months. He also notes Alphabet has had no buybacks for the prior two quarters because capex is too big, which he sees as a first since 2017.
“Go back to the last year. I mean, this has been a renaissance of growth that we're seeing for alpha... I believe this is one that has significant upside as we go into the next six to twelve months.”at 50:32
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