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Healthcare & Wellness · 3 min read

Alphabet Spins Out Isomorphic Labs Into $5B Raise at $50B Valuation for AI Drug Discovery

Isomorphic Labs, Alphabet's AlphaFold-based drug discovery spinout, is in advanced talks to raise $5 billion at a ~$50 billion valuation — giving it independent capital to scale beyond its parent company.

6d ago

Business & Enterprise · 3 min read

Alphabet Stock Plunges 10% After Hours as AI Search Cannibalizes Its Own Ad Revenue

Alphabet's Q3 2026 earnings confirmed the structural risk: AI Mode search generates less ad revenue per query, and the miss is already showing up in EPS.

Oct 30

Science & Research · 3 min read

Alphabet's Intrinsic Releases Full Robotics Stack as Open Source at ROSCon 2026

Alphabet's robotics subsidiary Intrinsic released its entire Intrinsic Core platform under Apache 2.0 at ROSCon 2026 — making enterprise-grade robotics software freely available to any developer or manufacturer.

Sep 24

AI News · 3 min read

Alphabet Briefly Surpasses Nvidia in Market Cap as Full-Stack AI Bet Pays Off

Alphabet briefly overtook Nvidia in market capitalization this week, capping a 160% stock rally as investors concluded that owning the entire AI stack is worth more than dominating any single layer.

May 12

Business & Enterprise · 3 min read

Big Tech's $600B AI Bet Goes on Trial as Microsoft, Meta, Alphabet, and Amazon Report Q1 2026 Earnings

Microsoft, Meta, Alphabet, and Amazon report Q1 2026 earnings today with a combined $600B AI infrastructure commitment under scrutiny — the biggest AI ROI test of the year.

Apr 30