GOOG Stock Research, Signals & Filings

Drillr aggregates AI research, SEC filings, earnings signals, alt-data and financial tables for GOOG. 3 published articles.

Latest Research

  1. GOOGL: $17B Quarterly FCF Holds as AI Capex Hits $13B

    Alphabet's Q1 2026 free cash flow fell 27% YoY to $17.1B as AI capex surged to $13.2B, now consuming 44% of operating cash flow. Management raised full-year capex guidance to $55-60B, putting the free cash flow trajectory on pace to test the low-teens billions by year-end if the ramp continues.

    GOOGL

  2. TSLA Gets EU Robotaxi Green Light — Ranking 5 Fleet Winners Including UBER at 14% Upside

    Tesla's April 10, 2026, Dutch FSD approval catalyzes EU robotaxi fleets, boosting OEM-ride hailing winners like TSLA, UBER, RIVN, GM, and GOOG. Analysis ranks TSLA top for scale, UBER for value, amid high-margin fleet potential. Key metrics show UBER's 18% growth at 14x P/E leading near-term.

    TSLAUBERRIVN

  3. MSFT Drops 22% as Claude Enters Word — AMZN and GOOG Named Top AI Winners

    Anthropic's Claude Word integration sparked a 22% MSFT drop, highlighting OpenAI's fading edge. AMZN and GOOG emerge as winners via Anthropic ties, while MSFT faces headwinds. Ranks AMZN top for AWS AI upside.

    MSFTAMZNMETA

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