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Google I/O primer: Alphabet's AI showcase is its chance to wow Wall Street

Google I/O took place on May 19th, followed closely by Google Marketing Live on May 21st. The market focus has shifted from "Will Gemini 4.0 be released?" to "Can AI make money?"—Can AI search expand commercial queries? Can AI Max replace Dynamic Search Ads as the new default for advertising? Can agency-based shopping complete the transaction loop? Can Google Cloud's backlog of orders, which nearly doubled to $462 billion month-over-month, continue to grow? Everything hinges on these two events. Are you betting that Alphabet will take another leap forward with AI, or has its valuation already exhausted expectations?

Google I/O took place on May 19th, followed closely by Google Marketing Live on May 21st. The market focus has shifted from "Will Gemini 4.0 be released?" to "Can AI make money?"—Can AI search expand commercial queries? Can AI Max replace Dynamic Search Ads as the new default for advertising? Can agency-based shopping complete the transaction loop? Can Google Cloud's backlog of orders, which nearly doubled to $462 billion month-over-month, continue to grow? Everything hinges on these two events. Are you betting that Alphabet will take another leap forward with AI, or has its valuation already exhausted expectations?

With two AI conferences being held in quick succession, can Google AI truly make money?

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Google's upcoming I/O conference is crucial for Alphabet as it seeks to validate its AI advancements following a 140% stock surge. Investors are eager to see a solid product roadmap, particularly regarding the anticipated Gemini 4 model and its broader ecosystem. Analysts highlight Google's unique position to monetize AI at scale due to its vertical integration, which enhances innovation speed. Key areas of focus include AI agents and commerce integration, aiming to establish Gemini as a comprehensive operating layer across Google's services.

- Alphabet's stock has surged 140% in the past year, attributed to its rapidly growing cloud business and advancements in artificial intelligence.  
- Key developments anticipated at the upcoming Google I/O include potential announcements about the next-generation Gemini model and further innovations in agentic commerce, enhancing Google's AI capabilities across various products.  
- Investors are particularly focused on how Google plans to monetize AI technologies and the impact of its partnerships, such as with Anthropic, on future cloud revenue.

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Persistent Systems has been recognized as the 2026 Google Cloud Partner of the Year in the Services & Industry Solutions – Supply Chain & Logistics category. This accolade highlights Persistent's expertise in modernizing supply chain operations on Google Cloud, enhancing visibility and decision-making through AI-driven capabilities. The partnership aims to transform supply chains into resilient, intelligent systems, leveraging cloud-native architectures and automation to optimize operations across various industries.

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Persistent Recognized by Google Cloud for Advancing AI-Led Supply Chain Transformation

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Blackstone Inc. (NYSE:BX) stock rose 0.82% in premarket trading following the announcement of a $5 billion joint venture with Google focused on AI infrastructure. The new company will utilize Google Cloud's TPUs to provide cloud computing services. Despite a bearish trend, Blackstone aims to meet rising demand for accelerated computing. The stock has declined 19.53% over the past year, with key resistance at $117.66 and support at $101.73. Analysts maintain a Buy rating with an average price target of $146.92.

- Blackstone Inc. announced a joint venture with Google to create an AI-focused cloud infrastructure company, committing $5 billion to the effort.  
- The new entity will leverage Google Cloud’s TPUs to meet increasing demand for AI computing, with plans to launch in 2027.  
- Despite this positive development, Blackstone’s stock has declined 19.53% over the past year, indicating broader market challenges.

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What's Going On With Blackstone Stock Tuesday?

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Billionaire Stanley Druckenmiller has sold his entire stake in Alphabet and invested heavily in memory and storage stocks, including Sandisk, Micron Technology, and Seagate Technology. His decision follows a significant profit from Alphabet, which appreciated over 50% during his holding period. Druckenmiller's shift reflects skepticism about AI stocks while capitalizing on the growing demand for memory and storage solutions amid AI infrastructure expansion.

- On May 15, institutional investors were required to file Form 13F, marking a significant date in the financial calendar.  
- Stanley Druckenmiller sold his entire stake in Alphabet and invested heavily in memory and storage stocks like Sandisk, Micron Technology, and Seagate Technology, indicating a shift in focus from AI-related investments.  
- This move aligns with his strategy of capitalizing on short-term opportunities, driven by strong demand for data storage solutions amidst AI infrastructure expansion.

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Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks

Alphabet's stock increased by 1.1% in pre-market trading. According to Odaily, this rise follows the company's agreement with Blackstone Group to jointly launch an artificial intelligence cloud business.

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Alphabet's Stock Rises After AI Cloud Deal with Blackstone

Midwest Trust Co increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 2.7%, acquiring an additional 9,774 shares, bringing its total to 367,573 shares valued at $115.34 million. This makes Alphabet 10th in its portfolio. Other hedge funds also adjusted their positions in GOOG, reflecting mixed investor sentiment amid recent positive developments in AI and earnings performance.

- Midwest Trust Co increased its stake in Alphabet Inc. by 2.7%, owning 367,573 shares worth $115.34 million.  
- Several hedge funds, including Tradewinds LLC and Atlantic Union Bankshares Corp, also raised their positions in Alphabet during the third and fourth quarters.  
- Alphabet's recent earnings report surpassed expectations, with a quarterly revenue increase of 21.8%, further reinforcing investor confidence amid mixed sentiments from various hedge funds.

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Midwest Trust Co Buys 9,774 Shares of Alphabet Inc. $GOOG

New research from Ahrefs reveals that Google's AI Overviews have led to a 58% decrease in clickthrough rates for top-ranking pages, worsening from 34.5% in just eight months. This shift indicates that Google retains the majority of clicks, with businesses feeling significant traffic loss. The study analyzed 300,000 keywords and found that even lower-ranking pages are affected. As search results become increasingly 'zero-click', companies must adapt by monitoring brand visibility across various platforms.

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New Research: Google's AI Overviews Now Cost Websites 58% of Their Clicks

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Berkshire Hathaway, under new CEO Greg Abel, purchased seven stocks in Q1 2026, including a significant 204% increase in its stake in Alphabet and a new position in Delta Air Lines valued at $2.6 billion. The company also expanded its holdings in The New York Times and Lennar. Despite Buffett's reduced role, he remains influential in investment decisions. Alphabet is highlighted as the standout investment due to its leadership in AI and cloud services.

- Berkshire Hathaway's recent 13F filing revealed seven stock purchases made under new CEO Greg Abel in Q1 2026, including significant increases in stakes in Alphabet and The New York Times Company.  
- Delta Air Lines emerged as the largest new holding with a $2.6 billion investment, while Berkshire's investment strategy seems influenced by Buffett, focusing on attractive valuations and long-term prospects.  
- Among the purchases, Alphabet is highlighted as the most promising, benefiting from trends in AI and technology, despite not being the cheapest option.

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Berkshire Hathaway Bought 7 Stocks in Its First Quarter Without Warren Buffett as CEO: Here's the Best of the Bunch.

2019 Gp L.L.C. Gv sold 87,475 shares of Alphabet Inc. (NASDAQ:GOOG) at an average price of $23.75, totaling $2,077,531.25. This transaction was disclosed to the SEC. The firm also sold 60,077 shares at $23.01 prior to this sale. Alphabet's stock opened at $393.11, with a market cap of $4.76 trillion and a recent quarterly EPS of $5.11, exceeding estimates.

- Major shareholder 2019 Gp L.L.C. Gv sold 87,475 shares of Alphabet Inc. at an average price of $23.75 on May 15, totaling over $2 million.  
- Alphabet reported earnings of $5.11 per share for the latest quarter, exceeding estimates, with revenue of $109.90 billion and a year-over-year increase of 21.8%.  
- Additionally, the company declared a quarterly dividend increase to $0.22 per share, payable on June 15, reflecting its ongoing strong financial performance.

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2019 Gp L.L.C. Gv Sells 87,475 Shares of Alphabet (NASDAQ:GOOG) Stock

5th Street Advisors LLC acquired 3,200 shares of Alphabet Inc. (NASDAQ: GOOGL) valued at approximately $1,002,000 during the fourth quarter, making it the firm's 25th largest position. Other institutional investors also increased their stakes in Alphabet. The stock opened at $396.94, with a market cap of $4.81 trillion and a recent quarterly EPS of $5.11, exceeding expectations. Alphabet announced a dividend increase to $0.22 per share, with a payout ratio of 6.41%. Analysts maintain a consensus rating of 'Moderate Buy' for the stock.

- 5th Street Advisors LLC acquired 3,200 shares of Alphabet Inc. for about $1,002,000, representing 0.5% of its holdings.  
- Alphabet reported a Q1 EPS of $5.11, exceeding expectations, with revenue of $109.90 billion and a net margin of 37.92%.  
- The company recently increased its quarterly dividend from $0.21 to $0.22 per share, with a market capitalization of $4.81 trillion.

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5th Street Advisors LLC Acquires Shares of 3,200 Alphabet Inc. $GOOGL

Alphabet's stock is nearing a $5 trillion market cap after a 50% surge since early April, adding $2.5 trillion in value. Shares closed near $396.94 for Class A and $393.11 for Class C. Berkshire Hathaway increased its stake to nearly 58 million shares, signaling strong institutional confidence in Alphabet's dominance in AI and digital sectors.

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iShares Expanded Tech Software Sector ETF

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GOOGL: Alphabet Stock Nears $5 Trillion After Whopping 50% April-to-Date Gains

SandboxAQ has partnered with Anthropic to integrate its scientific AI models into Claude, enabling drug discovery tools accessible via a conversational interface without specialized computing. Founded as an Alphabet spinout, SandboxAQ has raised over $950 million and focuses on large quantitative models (LQMs) that simulate molecular behavior. This innovation aims to simplify drug discovery for computational scientists in the biopharma and materials sectors, addressing the complexities faced with existing software solutions.

- Drug discovery remains a costly and time-consuming process, often hindered by complex interfaces rather than the AI models themselves.  
- SandboxAQ, leveraging funding and expertise from its founding connections, has developed a conversational interface to make AI-driven drug discovery tools more accessible to researchers without specialized infrastructure.  
- By focusing on natural language interaction, SandboxAQ aims to transform the way computational scientists and researchers engage with models, potentially increasing the effectiveness of molecular research and innovation in various industries.

TechCrunch

SandboxAQ brings its drug discovery models to Claude — no PhD in computing required

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