Alphabet Class A ( (GOOGL) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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Alphabet Class A is seeing investors place growing value on its once-speculative “Other Bets,” led by autonomous driving unit Waymo. Recent reports suggest Waymo is in talks to raise $15–$20 billion at a valuation north of $100 billion, more than double its last reported figure in 2024. Operationally, Waymo has scaled to hundreds of thousands of robotaxi rides per week across five U.S. cities, with fully autonomous services now in Miami and plans to expand into several major Texas and Florida markets, plus exploratory moves into Tokyo, London and, longer term, New York. This rapid commercialization means a business that was long treated as a cost center could soon represent a meaningful, separately valued asset inside Alphabet.
Other moonshots are also maturing. Wing has moved from pilot projects to real-world drone delivery with Walmart in Atlanta and via DoorDash in Charlotte, while health-tech unit Verily is reportedly being structurally separated from Google to enable a potential sale or spin-off that could unlock hidden value. Calico, Alphabet’s biotech-style bet on longevity, secured FDA Fast Track status for an experimental kidney disease drug, underscoring tangible progress despite AbbVie’s decision to end a major collaboration. At the same time, Alphabet’s core engines—Search, YouTube and Cloud—continue to drive strong earnings growth, with EPS expected to jump 31% this year and the stock trading around 29 times forward earnings. Wall Street currently rates Alphabet Class A a Strong Buy, and analysts largely treat these moonshots as loss-making extras, suggesting any future monetization of Waymo or other bets could provide upside beyond what is already priced into the core business. Alphabet’s AI-heavy partnership with Palo Alto Networks, which reportedly involves nearly $10 billion of Google Cloud spending, further cements its role as a key infrastructure and security player in the AI era, adding another growth pillar for long-term investors to watch.