| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-5-26 |
Google was the host's 'stock of the year' pick two years ago, cited while discussing his track record of annual picks. [audio] | — | — | — |
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Nasdaq Hits Fresh High |
Google previewed its new 'Argonne' large language model. [audio] | — | — | — |
| 2026-10-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-2-26 |
Alphabet cited as a major tech earnings contributor and as a channel for Anthropic's revenue via Google Cloud. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-1-26 |
Named as Alphabet with ~3% of the S&P 500 and, with GOOG, ~6% of the Nasdaq 100 in the index-weight rundown, and again as one of the Mag7. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Beginning The Month Of October 2026 |
Google released its new flagship AI model Gemini 4 ("Argonne"), reinforcing its frontier-AI position and Google Cloud monetization, but the stock could not hold its opening gain. [audio] | — | — | — |
| 2026-09-30 | BUY | MEDIUM | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
Google rose $11 (3.3%) on the session and is one of six megacaps the host adds to on 10-30% pullbacks. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-29-26 |
Google was mentioned in the recap as falling about 1.80 dollars. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Google had the fastest projected hyperscaler spending growth, with backlog suggesting a less speculative return on AI investment. [audio] | — | — | — |
| 2026-09-28 | MENTIONED | MEDIUM | Rob Black Show Markets Drop Weighed Down By Rising Oil Prices |
Black says Sonos-style one-hit-wonder hardware lacks the Apple or Google ecosystem, expects Google to follow with a smart ring, and covers Waymo robotaxis scaling to about 4,000 vehicles and 500,000 rides a week. [audio] | — | — | — |
| 2026-09-25 | BUY | MEDIUM | Rob Black Show The Bond Market In September |
Black names Alphabet among the strong businesses he accumulates after major pullbacks and expects it to compete in AI devices. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 9-24-26 |
Goldman flagged Alphabet as positively skewed to the agentic-shopping secular growth theme. [audio] | — | — | — |
| 2026-09-23 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-23-26 |
Rob compared Gemini with Meta's Muse and included Alphabet among large AI businesses whose growing operating cash flow reassures him. [audio] | +3.3% | — | — |
| 2026-09-23 | MENTIONED | LOW | Rob Black Show Stocks Fall As Yields Shoot Higher |
Google fell about 2.7%, while its YouTube business was cited as a competitive threat to Netflix in streaming. [audio] | +3.3% | — | — |
| 2026-09-22 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-22-26 |
Rob reviewed Google's gains and equity-raise impact and discussed a troubling Waymo driving incident. [audio] | -2.9% | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Google was an AI policy beneficiary and a comparison for monetizing search intent as AI advertising evolves. [audio] | -2.9% | — | — |
| 2026-09-21 | BUY | MEDIUM | Rob Black Show Afternoon podcast 9-21-26 |
Rob favored Google among AI companies with strong models, distribution, valuable training data, and a cash-generating underlying business. [audio] | -3.4% | — | — |
| 2026-09-21 | MENTIONED | LOW | Rob Black Show Stocks Rise As Oil Prices Ease |
Google's Gemini agent was compared with rival assistants and Alphabet was cited among the obvious large AI beneficiaries. [audio] | -3.4% | — | — |
| 2026-09-16 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-16-26 |
Alphabet was discussed as slightly lower and as a company with strong ecosystem reach. [audio] | -1.5% | — | — |
| 2026-09-16 | MENTIONED | LOW | Rob Black Show Stocks Higher Ahead Of Fed Rate Decision |
Alphabet was cited among large technology companies and as the home of Gemini. [audio] | -1.5% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-15-26 |
Google and Alphabet were listed among quality technology companies. [audio] | +1.8% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Markets Fall As Losses Accelerate |
Google and Alphabet were discussed as a major technology company and Mag 7 member. [audio] | +1.8% | — | — |
| 2026-09-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-14-26 |
Alphabet was cited as a communication-services leader and an AI company with deep cash flows. [audio] | +1.6% | — | — |
| 2026-09-14 | BUY | MEDIUM | Rob Black Show Major Shakeup In Artificial Intelligence Amid Safety Concerns |
Alphabet was described as a quality company whose AI and cloud progress changed a previously negative narrative. [audio] | +1.6% | — | — |
| 2026-09-11 | WATCH | MEDIUM | Rob Black Show Big Story Rate Hike Odds Surged |
Alphabet is called the best example of a great company that could become an opportunity when market fears ease, supported by AI, cloud, and advertising. [audio] | +3.3% | — | — |
| 2026-09-10 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-10-26 |
Rob reports Alphabet finishing slightly higher and later cites Google search trends as evidence of surging interest in Apple's foldable iPhone. [audio] | +4.4% | — | — |
| 2026-09-10 | BUY | MEDIUM | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob favors Alphabet's combined search, cloud, YouTube and AI exposure and includes it among the more conservative companies investors could own for future quantum-computing upside. [audio] | +4.4% | — | — |
| 2026-09-09 | MENTIONED | LOW | Rob Black Show Rising Oil Prices Continue To Rattle Investors |
Rob reports Alphabet's roughly $15 billion AI infrastructure investment in Finland and includes Google among the largest AI capital spenders. [audio] | +3.7% | — | — |
| 2026-09-08 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-8-26 |
Rob wants to pound the table on Apple, Alphabet and any other company pursuing healthcare data, calling it an important emerging trend. [audio] | +2.0% | — | — |
| 2026-09-08 | MENTIONED | LOW | Rob Black Show Stocks Drop As Oil Prices Climb |
Alphabet is cited as an investment held by Amazon driving mark-to-market gains, and listed among the debated expensive mega caps. [audio] | +2.0% | — | — |
| 2026-09-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-4-26 |
Cited as a frontier model competitor with OpenAI, Anthropic and Meta, as a layer-four cloud play, and as a wearables threat to Aura through its ownership of Fitbit. [audio] | +0.0% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-3-26 |
Alphabet's Waymo was named alongside Amazon's Zoox as robotaxi competition facing Tesla's CyberCab. [audio] | -2.8% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Mega Cap Names Doing Well Today |
Google was up $5 to $339 as mega caps led the tape, and Google Cloud was cited as a comparison for Azure. [audio] | -2.8% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-2-26 |
Waymo made expansion announcements to get ahead of Tesla's cybercab event, and Google Trends data shows AI bottleneck searches collapsing since late June. [audio] | -2.8% | — | — |
| 2026-09-02 | MENTIONED | LOW | Rob Black Show Stocks Rise For First Time In Four Sessions |
Waymo already operates thousands of robo-taxis across more than a dozen U.S. cities and announced new city rollouts ahead of Tesla's event; Alphabet also named among the expensive-but-debated large caps. [audio] | -1.9% | — | — |
| 2026-09-01 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-1-26 |
Google dipped after the CFO said cloud margins should fall in the back half as it leans on third parties, though Morgan Stanley sharply raised TPU sales estimates to $84 billion in 2027 and $108 billion in 2028. [audio] | +1.1% | — | — |
| 2026-09-01 | MENTIONED | LOW | Rob Black Show Rough Start To September |
Waymo is opening to public riders in Denver, San Diego and Tampa for 14 cities total, though Alphabet closes the summer with AI researcher brain-drain concerns. [audio] | +1.1% | — | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-31-26 |
Fell 2.8% in weak megacap trade, generates $1.3 billion a day in revenue, and Rob noted people predicted Google would fail because of AI search ads but so far they're A-OK. [audio] | -0.2% | +2.9% | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Alphabet brings in $1.3 billion a day and got an even bigger investment-gain boost than Amazon, which Rob said is real money but not the same as selling more ads or cloud. [audio] | -0.2% | +2.9% | — |
| 2026-08-28 | MENTIONED | MEDIUM | Rob Black Show A Very Big Week On Wall Street |
Google was cited as the AI ecosystem benchmark with Gemini at 950 million monthly users and AI Mode past 1 billion, plus 24% quarterly revenue growth. [audio] | -2.3% | -0.7% | — |
| 2026-08-26 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-26-26 |
Investors want evidence that Marvell's Google relationship can become a massive growth engine. [audio] | -1.4% | +0.6% | — |
| 2026-08-26 | MENTIONED | LOW | Rob Black Show Inflation Remains Elevated |
Google's YouTube would also have to implement teen time limits and age assurance under the settlement framework, and Google's custom chips are a share-loss worry for Broadcom. [audio] | -1.4% | +0.6% | — |
| 2026-08-25 | MENTIONED | LOW | Rob Black Show Yields Fall |
Waymo is cited as running 3,000 autonomous vehicles across 11 cities with over 500,000 paid rides a week, and Alphabet's Wing is an early NVIDIA Jetson customer. [audio] | -3.4% | -1.3% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-24-26 |
Up $2.84 to $344, an 80 basis point gain. [audio] | -2.5% | -2.9% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Attention Turning To Debt |
Also benefiting from one-time paper investment gains that flatter its earnings contribution. [audio] | -2.5% | -2.9% | — |
| 2026-08-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-21-26 |
Named as a hyperscaler buying AI chips and as a Google Pay wallet Walmart will now accept. [audio] | +0.5% | +1.4% | — |
| 2026-08-20 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-20-26 |
Alphabet's Waymo built a custom ASIC for its robo-taxis, diversifying its chip supply and cementing its U.S. robo-taxi lead; Alphabet is also a hyperscaler funding AI in the bond market. [audio] | -0.0% | +2.7% | — |
| 2026-08-20 | WATCH | MEDIUM | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Alphabet's Waymo built a custom ASIC on TSMC 5-nanometer for its robo-taxis, part of Google's broader effort to control soaring AI compute costs, and Waymo remains the clear U.S. robo-taxi leader. [audio] | -0.0% | +2.7% | — |
| 2026-08-19 | BUY | HIGH | Rob Black Show Afternoon podcast 8-19-26 |
Rob said Alphabet has an enormous AI bill but perhaps the world's most valuable AI distribution system across Search, YouTube, Cloud and Android, and noted Wing crossed 1 million drone deliveries. [audio] | -0.8% | +1.5% | — |
| 2026-08-19 | BUY | HIGH | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
Rob called Alphabet the eye-opener with total future AI commitments jumping from $332 billion to $811 billion in three months, and noted it and Amazon are NVIDIA's ultimate competitors as they sell TPUs externally. [audio] | -0.8% | +1.5% | — |
| 2026-08-18 | BUY | HIGH | Rob Black Show Afternoon podcast 8-18-26 |
Rob reiterated he liked Alphabet enough to call it his favorite stock of the year during its government case, and named it among hyperscalers borrowing heavily for data centers. [audio] | +0.8% | +1.0% | — |
| 2026-08-18 | MENTIONED | HIGH | Rob Black Show Trouble In Tech Land |
Google is massively ramping its own high bandwidth memory procurement and leading custom silicon share gains against NVIDIA GPUs, while collecting roughly $1 billion a year from Apple for Gemini. [audio] | +0.8% | +1.0% | — |
| 2026-08-17 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-17-26 |
Alphabet was grouped with Microsoft and Amazon as the cloud players with strong fallback businesses, and Google phone buyers were cited in the memory chip cost discussion. [audio] | +1.2% | -0.3% | — |
| 2026-08-17 | BUY | MEDIUM | Rob Black Show Investors Weigh AI Optimism |
Alphabet was named among the cloud names where value accrues in the AI infrastructure layer, though Rob noted stripping out Alphabet and Amazon cuts second-quarter earnings growth from 50% to 30%. [audio] | +1.2% | -0.3% | — |
| 2026-08-13 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-13-26 |
Rob argued the Pixel 11 at $899 isn't really about phones but about making Gemini the operating system of the AI era, with the Gemini app already past a billion users and Apple set to license the technology for Siri. [audio] | -1.6% | -2.2% | — |
| 2026-08-13 | MENTIONED | LOW | Rob Black Show More Encouraging Inflation Data |
Google is expected to remain free-cash-flow negative at $18.4 billion in 2027 as AI capital spending continues. [audio] | -1.6% | -2.2% | — |
| 2026-08-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-12-26 |
Alphabet was named alongside Amazon as a company whose reported investment gains inflate headline S&P 500 earnings growth. [audio] | +0.3% | -1.4% | — |
| 2026-08-12 | HOLD | MEDIUM | Rob Black Show Tame Inflation Data |
Alphabet reported a massive beat at $9.11 per share versus $2.88 expected, largely on its SpaceX holding, but the stock still trails the broader index despite those outsized earnings. [audio] | +0.3% | -1.4% | — |
| 2026-08-11 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-11-26 |
Alphabet fell 3.6% on the day, but Rob highlighted CEO Sundar Pichai saying over a million people now use the Gemini app monthly, an advantage of scale that big platforms hold. [audio] | +0.1% | -3.2% | — |
| 2026-08-11 | BUY | MEDIUM | Rob Black Show Oil Prices Stabilize |
Alphabet is lifting second half CapEx to $119 billion from $80 billion, and Berkshire Hathaway's $10 billion private placement in June has grown to a $31 billion position, notable given Buffett's past criticism of the company. [audio] | +0.1% | -3.2% | — |
| 2026-08-10 | MENTIONED | MEDIUM | Rob Black Show Iran Makes Demands |
Alphabet was listed among hyperscalers committing extraordinary AI capital, accelerated Gemini in response to ChatGPT, and holds vast proprietary data. [audio] | -3.8% | -7.5% | — |
| 2026-08-06 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-6-26 |
Alphabet fell 1% on high-profile AI leadership departures and a reported plan to raise roughly $25 billion in bonds, but Rob highlighted its AI token processing growing seven-fold year over year to 3.2 quadrillion. [audio] | -3.2% | -5.3% | — |
| 2026-08-06 | MENTIONED | LOW | Rob Black Show Traders Keep An Eye On The Middle East |
Host sees no clear direction; notes significant scientist turnover at Google, and DeepMind's Gemini Robotics 2 model gaining whole-body control. [audio] | -3.2% | -5.3% | — |
| 2026-08-05 | WATCH | HIGH | Rob Black Show Afternoon podcast 8-5-26 |
Alphabet's CapEx-to-revenue is expected to hit 41% from 23%, and Rob said the AI ROI debate could create a buying opportunity in Google. [audio] | -5.2% | -6.6% | — |
| 2026-08-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-4-26 |
Alphabet was cited alongside Amazon as a company whose accounting markups inflate the S&P's 27% second-quarter earnings growth figure. [audio] | -5.2% | -6.6% | — |
| 2026-08-04 | BUY | MEDIUM | Rob Black Show Oil Prices Dropped Amid Optimism |
Google is among the CapEx spenders investors are rewarding, and its TPU deployments are driving strong growth in custom AI silicon. [audio] | -9.0% | -9.3% | — |
| 2026-08-03 | BUY | HIGH | Rob Black Show Afternoon podcast 8-3-26 |
Alphabet rose 4.4% extending its recovery from the post-earnings selloff, and Rob said he can still make a case for it at these levels. [audio] | -4.3% | -9.7% | — |
| 2026-08-03 | BUY | HIGH | Rob Black Show Market Surges As Oil Prices Slide |
Rob said he still likes Google longer term and would buy it on dips, arguing YouTube's Peacock bundle and platform dominance should change how investors value Alphabet. [audio] | -4.3% | -9.7% | — |
| 2026-07-31 | BUY | MEDIUM | Rob Black Show An Earnings Season Summer |
Quarter was messy because AI is embedded across all products, but cloud demand is stronger; host argues the YouTube platform plus the Peacock bundle deepens a diversified monetization engine across advertising, subscriptions and AI recommendations. [audio] | -0.5% | -2.7% | — |
| 2026-07-30 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 7-30-26 |
Down about 12% in the current drawdown; host is dedicating a segment to it after listening to the conference call, and notes it can monetize AI through web services. [audio] | +7.2% | +3.9% | — |
| 2026-07-30 | MENTIONED | MEDIUM | Rob Black Show Semiconductors Help Drive Gains |
Alphabet/Google discussed in context of AI, web services, and comparisons to Microsoft. [audio] | +7.2% | +3.9% | — |
| 2026-07-29 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-29-26 |
Google's parent company is mentioned for reporting negative cash flow for the first time since its IPO. [audio] | +7.6% | +2.9% | — |
| 2026-07-29 | MENTIONED | MEDIUM | Rob Black Show Stocks Stumble As Oil Surges |
Alphabet offered a preview last week; Google has Gemini and tools for businesses and individuals. [audio] | +7.6% | +2.9% | — |
| 2026-07-28 | MENTIONED | MEDIUM | Rob Black Show Dow Rises But Semiconductors Slide |
Google's Gemini is referenced as working on Apple's devices; Alphabet raised CapEx forecast and reported its first negative free cash flow quarter. [audio] | +13.2% | +2.1% | — |
| 2026-07-28 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-27-26 |
Host likes buying Alphabet on dips, discusses earnings, capex, and AI spending; notes Alphabet's rebound and potential turning point. [audio] | +13.2% | +2.1% | — |
| 2026-07-27 | MENTIONED | MEDIUM | Rob Black Show Markets Meander As Oil Falls |
Google Cloud showed tremendous demand; Wall Street wants profitability; Azure and AWS demand healthy; Oracle and Google cited as AI infrastructure providers with higher CapEx spend. [audio] | +14.4% | +4.7% | — |
| 2026-07-24 | BUY | HIGH | Rob Black Show Broader Market Rebounded |
Alphabet's latest earnings outperformed expectations; JP Morgan's Doug Anmuth calls post-earnings weakness a buying opportunity and maintains overweight rating. [audio] | +11.4% | +7.8% | — |
| 2026-07-23 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-23-26 |
Alphabet's earnings were discussed, highlighting increased debt, share issuance, and concerns about free cash flow due to AI spending. [audio] | +5.0% | +8.5% | — |
| 2026-07-23 | MENTIONED | HIGH | Rob Black Show Markets Lower As Tech Disappoints |
Alphabet (Google) discussed extensively regarding earnings, CapEx, AI growth, and cloud performance; shares down after earnings. [audio] | +5.0% | +8.5% | — |
| 2026-07-22 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-22-26 |
Alphabet reported earnings after the bell, with results rocketing beyond expectations and significant discussion of its AI and cloud business. [audio] | -1.6% | +0.8% | — |
| 2026-07-22 | WATCH | MEDIUM | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Google reports numbers today after the market closes; discussed as benefiting from AI/cloud spending. [audio] | -1.6% | +0.8% | — |
| 2026-07-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-21-26 |
Alphabet (Google) down 1.4 percent; discussed as a major market mover and in context of upcoming earnings. [audio] | -3.9% | -1.9% | — |
| 2026-07-21 | MENTIONED | LOW | Rob Black Show Stocks Boosted By Chipmakers |
Alphabet is mentioned as a big name set to report earnings this week. [audio] | -3.9% | -1.9% | — |
| 2026-07-20 | BUY | HIGH | Rob Black Show Afternoon podcast 7-20-26 |
Alphabet up 1.5 percent; developing new AI chip (Frozen V2); bullish sentiment on AI innovation and Gemini models. [audio] | -7.2% | -2.1% | — |
| 2026-07-20 | WATCH | MEDIUM | Rob Black Show Oil Prices Fluctuated |
Google is planning a new frozen ship to run its AI model more efficiently; partnerships with OpenAI and Anthropic mentioned. [audio] | -7.2% | -2.1% | — |
| 2026-07-17 | MENTIONED | HIGH | Rob Black Show Financial Planning That You Never Knew |
Alphabet referenced as a hyperscaler hosting AI models and for its Gemini model powering Apple's Siri. [audio] | -7.8% | -0.3% | — |
| 2026-07-16 | SELL | HIGH | Rob Black Show Afternoon podcast 7-16-26 |
Host discusses Alphabet's sharp decline due to delayed Gemini 3.5 Pro model and missed performance targets. [audio] | -10.4% | -2.4% | — |
| 2026-07-16 | WATCH | MEDIUM | Rob Black Show Chip Stocks Weighing On The Market |
Alphabet is assumed as an outperform at Wedbush with a $445 price target and discussed in context of Google Assistant and Gemini. [audio] | -10.4% | -2.4% | — |
| 2026-07-15 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-15-26 |
Alphabet gained 3% as major tech stocks advanced; discussed as a beneficiary of AI and as a Berkshire Hathaway purchase. [audio] | -7.8% | -6.7% | — |
| 2026-07-15 | MENTIONED | MEDIUM | Rob Black Show Stocks Rise On Big Tech Gains |
Google is up to $369, up 3.3%; also mentioned regarding new share issuance and capital raising. [audio] | -7.8% | -6.7% | — |
| 2026-07-14 | BUY | HIGH | Rob Black Show Afternoon podcast 7-14-26 |
Alphabet is mentioned for a 2% gain after breaking ground on a major solar and battery storage project; host bullish on the stock. [audio] | -3.4% | -3.7% | — |
| 2026-07-14 | BUY | HIGH | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Google breaking ground on largest solar and battery storage project for data centers; mentioned as a hyperscaler investing in AI infrastructure. [audio] | -3.4% | -3.7% | — |
| 2026-07-13 | BUY | HIGH | Rob Black Show Afternoon podcast 7-13-26 |
Alphabet/Google discussed as likely to strengthen AI ties with Apple, leader in search, and Bank of America reiterates buy rating. [audio] | -0.1% | -2.5% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Alphabet is referenced as a major AI spender and as a key tech earnings report. [audio] | -0.1% | -2.5% | — |
| 2026-07-10 | BUY | HIGH | Rob Black Show Rules For Financial Freedom |
Alphabet is listed as a main event in earnings season, indicating it is a key company to watch and own. [audio] | -2.9% | -0.8% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-9-26 |
Alphabet expected to spend heavily on AI; part of Magnificent Seven and earnings season focus. [audio] | -1.2% | -1.3% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Google is down 2.2 percent, discussed as a Magnificent 7 stock and as a cloud partner for Anthropic. [audio] | -1.2% | -1.3% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-8-26 |
Google referenced in context of YouTube competition and short-form video. [audio] | +2.5% | -2.1% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
YouTube mentioned as interested in FIFA World Cup media rights and as a model for Netflix's short form video. [audio] | +2.5% | -2.1% | — |
| 2026-07-08 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-7-26 |
Alphabet discussed for YouTube, hyperscaler spending, and AI infrastructure build-out. [audio] | +2.5% | -2.1% | — |
| 2026-07-07 | BUY | HIGH | Rob Black Show The Rules of Wall Street |
Host mentions owning Google (Alphabet), discusses YouTube's user base and digital advertising, and lists Alphabet among companies with large total addressable markets. [audio] | -2.0% | -2.5% | — |
| 2026-07-02 | MENTIONED | LOW | Rob Black Show Stocks Meander After Disappointing Hiring Number |
Meta is unable to purchase capacity from Google, impacting its AI cloud plans. [audio] | -0.3% | -1.1% | -2.9% |
| 2026-07-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-1-26 |
Google referenced in context of AI, smartphone ecosystem, and Vincent Cerf's retirement; discussed as competitor in AI and mobile. [audio] | -0.3% | -1.1% | -2.9% |
| 2026-07-01 | BUY | HIGH | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Google is up 1.2% today and is referenced as a major player in cloud and AI hosting services. [audio] | +0.2% | -1.4% | -5.6% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Afternoon podcast 6-30-26 |
Google up 1.5%; described as a winner among AI stocks, consolidating after strong earnings. [audio] | +2.7% | -6.6% | -4.0% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Morgan Stanley bullish on Google's cloud growth; price target raised to $415; up $3 today; shares fell on AI talent loss. [audio] | +2.7% | -6.6% | -4.0% |
| 2026-06-29 | BUY | HIGH | Rob Black Show Afternoon podcast 6-29-26 |
Alphabet was up 5% after being added to the Dow, and led the communication sector's advance; positive sentiment expressed. [audio] | +3.6% | -4.8% | -2.7% |
| 2026-06-29 | MENTIONED | MEDIUM | Rob Black Show Investors Weighed Pause In Iran Hostilities |
Alphabet is discussed for being added to the Dow Jones Industrial Average and its performance. [audio] | +3.6% | -4.8% | -2.7% |
| 2026-06-26 | MENTIONED | MEDIUM | Rob Black Show Big Picture Digging On This Week |
Discusses Alphabet's network effects and its role in AI CapEx spending. [audio] | +6.7% | -5.2% | +1.5% |
| 2026-06-26 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-25-26 |
Google down 1 percent; discussed as a hyperscaler and in context of memory costs for phones. [audio] | +6.7% | -5.2% | +1.5% |
| 2026-06-25 | MENTIONED | LOW | Rob Black Show DJIA Notches Record As Market Divides |
Alphabet is discussed as a big AI spender, with news of researchers leaving for Anthropic and as part of the Magnificent 7. [audio] | +4.7% | -7.0% | -1.6% |
| 2026-06-24 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-24-26 |
Alphabet finished down one-third of a percent; Bloomberg reported AI researchers leaving for Anthropics. [audio] | +4.6% | -7.4% | +1.8% |
| 2026-06-24 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Fall Four Percent |
Google is being added to the Dow Jones Industrial Average; discussed as a tech leader and in context of AI and executive departures. [audio] | +4.6% | -7.4% | +1.8% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-23-26 |
Alphabet continued its losing ways, down 5% yesterday and 1% today; not considered expensive. [audio] | +3.2% | -8.2% | +2.6% |
| 2026-06-23 | MENTIONED | HIGH | Rob Black Show Global Chip Rout |
Alphabet (Google) is discussed for hyperscaler status, valuation, AI build-out, talent departures, and competition. [audio] | +3.2% | -8.2% | +2.6% |
| 2026-06-22 | SELL | HIGH | Rob Black Show Afternoon podcast 6-22-26 |
Host warns about Alphabet falling below its 50-day moving average and losing $248 billion in market cap after John Jumper left for Anthropic. [audio] | +1.1% | -2.2% | +0.0% |
| 2026-06-22 | MENTIONED | LOW | Rob Black Show Declines In Technology Stocks |
Google is mentioned for investing $75 million in film studio A24 and as a hyperscaler in AI spending. [audio] | +1.1% | -2.2% | +0.0% |
| 2026-06-19 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-19-26 |
Alphabet (Google) is referenced as a hyperscaler investing in AI infrastructure. [audio] | -8.3% | -5.8% | -5.6% |
| 2026-06-18 | BUY | HIGH | Rob Black Show Thinking About AI Stocks |
Alphabet discussed in context of AGI, Google I/O, and as a shopping list staple; host says 'when Alphabet falls 20 to 30%, I buy more of it.' [audio] | -6.6% | -5.8% | -6.8% |
| 2026-06-17 | MENTIONED | MEDIUM | Rob Black Show Thinking About Income In Retirement |
Host mentions Google's ecosystem, default search deal with Apple, and competition with Android. [audio] | -5.1% | -4.7% | -5.1% |
| 2026-06-16 | MENTIONED | MEDIUM | Rob Black Show Strategies For June So Far |
Alphabet is cited as an example of a platform business model, owning YouTube and benefiting from user-generated content. [audio] | -7.3% | -5.0% | -6.3% |
| 2026-06-15 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-15-26 |
Google's stock performance, AI chip opportunities, and expansion of home listings impacting Zillow, Rocket, CoStar. [audio] | -5.3% | +0.4% | -8.3% |
| 2026-06-15 | MENTIONED | MEDIUM | Rob Black Show Iran Peace Deal Lifting The Markets |
Alphabet (Google) is up 3% and discussed in context of social media bans and drone delivery expansion. [audio] | -5.3% | +0.4% | -8.3% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-11-26 |
Alphabet was up 92 basis points, discussed for price movement, Waymo ad campaign, and AI competition. [audio] | +2.9% | -0.2% | -7.5% |
| 2026-06-11 | MENTIONED | HIGH | Rob Black Show Stocks Rebound But Gains Limited |
Alphabet/Google discussed as AI leader, rolling out home listings, spooking competitors; driverless subsidiary Waymo launching subscription. [audio] | +2.9% | -0.2% | -7.5% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-10-26 |
Alphabet discussed regarding stock issuance and shareholder dilution. [audio] | +2.9% | -0.2% | -7.5% |
| 2026-06-10 | MENTIONED | LOW | Rob Black Show Stocks Slide Amidst Surging Inflation |
Alphabet mentioned in context of share issuance and as a conglomerate with potential for breakup/spin-offs. [audio] | +2.1% | +0.2% | -5.0% |
| 2026-06-09 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-9-26 |
Google mentioned in context of breaking up company and spinning off YouTube, search, and other services. [audio] | +2.5% | -1.5% | -7.0% |
| 2026-06-09 | MENTIONED | MEDIUM | Rob Black Show Chip Stocks Lost Momentum |
Alphabet (Google) is discussed for AI, YouTube, cloud margins, price target upgrades, and partnerships with Apple and Intel; sentiment is generally positive but not explicit. [audio] | +2.5% | -1.5% | -7.0% |
| 2026-06-08 | BUY | MEDIUM | Rob Black Show Afternoon podcast 6-8-26 |
Alphabet down 1.25%; issuing $85 billion in equity to invest in AI and higher component costs. [audio] | +1.7% | -0.4% | -6.8% |
| 2026-06-08 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound From Friday Rout |
Google placed an order with Intel to manufacture more than 3 million Tensor processing unit chips in 2028. [audio] | +1.7% | -0.4% | -6.8% |
| 2026-06-05 | BUY | HIGH | Rob Black Show Job Growth Surged |
Host says 'it's one of the reasons why I own Alphabet' and discusses YouTube as a compelling long-term competitor and asset. [audio] | -2.3% | -2.3% | -7.0% |
| 2026-06-04 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-4-26 |
Alphabet was a winner, up 3.8%; host says he'll explain why in the third segment. [audio] | -3.8% | -3.2% | -9.4% |
| 2026-06-04 | MENTIONED | MEDIUM | Rob Black Show Broadcom Problems |
Alphabet's going up 3.3%; discussed as Broadcom's big customer and in context of capital expenditure and equity raise. [audio] | -3.8% | -3.2% | -9.4% |
| 2026-06-03 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-3-26 |
The host mentions that Alphabet announced it is going to raise $80 billion in cash by exchanging for stocks. [audio] | -0.7% | +0.3% | -6.6% |
| 2026-06-03 | MENTIONED | HIGH | Rob Black Show Markets Fall As Oil Prices Creep Higher |
Alphabet selling $80 billion of stock to feed its AI ambition. [audio] | -0.7% | +0.3% | -6.6% |
| 2026-06-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-2-26 |
Discussed Alphabet's $80 billion share raise for AI, noting it scares some people due to dilution concerns. [audio] | +0.7% | -0.5% | -6.2% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Markets Start The Day With Highs |
Berkshire Hathaway bought $10 million of Alphabet stock, bringing total holdings above $26 billion; the host notes this is a significant shift for Berkshire. [audio] | +0.7% | -0.5% | -6.2% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Oil Jumps |
Speaker mentions buying more of Alphabet when it falls 20 to 30 percent. [audio] | -3.4% | -4.0% | -7.9% |
| 2026-05-29 | BUY | HIGH | Rob Black Show Thinking About A Shopping List |
Speaker lists Alphabet on their daily shopping list and states, 'same thing with Alphabet,' implying they buy it when it falls. [audio] | -3.1% | -11.2% | -10.4% |
| 2026-05-28 | BUY | HIGH | Rob Black Show Afternoon podcast 5-28-26 |
Host states he is buying Google because it is a 'great company' and mentions he has been buying it for years. [audio] | -4.6% | -13.5% | -12.3% |
| 2026-05-28 | MENTIONED | MEDIUM | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
Waymo launching free robo-taxi rides in Ojai vans, Alphabet stock up slightly. [audio] | -4.6% | -13.5% | -12.3% |
| 2026-05-27 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-27-26 |
Google is mentioned in the context of renting out web services in the AI space. [audio] | -7.7% | -13.2% | -10.7% |
| 2026-05-27 | BUY | HIGH | Rob Black Show Hopes Of Easing Iran Tensions |
Speaker previously named Alphabet as their top pick and sees value if the company is broken up by the DOJ. [audio] | -7.7% | -13.2% | -10.7% |
| 2026-05-26 | MENTIONED | LOW | Rob Black Show Hope Over A Potential Deal With Iran |
Host mentions Google's Gemini integration with Siri being showcased. [audio] | -7.0% | -11.6% | -10.4% |
| 2026-05-22 | MENTIONED | MEDIUM | Rob Black Show Strategy Show For Memorial Day Weekend |
Host mentions Alphabet as one of the hyperscalers investing in AI, with a 63% jump in revenue. [audio] | -0.7% | -3.8% | -11.0% |
| 2026-05-21 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-21-26 |
Discussed in the context of hyperscaler capital expenditures and quarterly revenue jumping 63%. [audio] | +0.6% | -5.0% | -11.0% |
| 2026-05-21 | MENTIONED | MEDIUM | Rob Black Show Crude Prices Jumped |
Google's chips are cost-effective for Anthropic. [audio] | +0.6% | -5.0% | -11.0% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Speaker mentions Google's AI services as an option for companies to sign up for to create productivity. [audio] | -0.0% | -5.3% | -11.4% |
| 2026-05-20 | BUY | HIGH | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Analysts like Alphabet's ability to bring continued product innovations in AI. [audio] | -0.0% | -5.3% | -11.4% |
| 2026-05-19 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-19-26 |
Named as one of the top 10 stocks in the current S&P 500. [audio] | +0.3% | -5.0% | -11.2% |
| 2026-05-19 | WATCH | MEDIUM | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Discussed teaming up with Blackstone for an AI cloud company using TPUs to reduce reliance on NVIDIA; viewed as a strategic evolution in AI infrastructure. [audio] | +0.3% | -5.0% | -11.2% |
| 2026-05-18 | BUY | HIGH | Rob Black Show Afternoon podcast 5-18-26 |
Host explicitly states they own shares of Alphabet/Google, noting it is growing into one of their favorite holdings. [audio] | -3.5% | -8.3% | -12.8% |
| 2026-05-18 | BUY | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
Host notes Berkshire Hathaway boosted their stake in Alphabet and implies a positive view on the stock. [audio] | -3.5% | -8.3% | -12.8% |
| 2026-05-15 | SELL | HIGH | Rob Black Show What Is Lifecording |
Bill Ackman sold out of his Google position after holding it for 15 months. [audio] | -3.5% | -9.3% | -12.7% |
| 2026-05-14 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-14-26 |
Google's TPUs are mentioned in the context of semiconductor GPU plays for inference. [audio] | -3.3% | -10.3% | -14.3% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host notes Google is down $3 today and mentions Alphabet issuing bonds. [audio] | -3.3% | -10.3% | -14.3% |
| 2026-05-13 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-13-26 |
Alphabet was up 3.9% as part of the strong performance in AI and tech plays. [audio] | -3.4% | -10.6% | -14.6% |
| 2026-05-13 | WATCH | MEDIUM | Rob Black Show Mixed Markets As Inflation Jumps |
Discussed via its subsidiary Isomorphic Labs and DeepMind; host notes a potential spinoff is possible and highlights the AI drug discovery progress. [audio] | -3.4% | -10.6% | -14.6% |
| 2026-05-12 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-12-26 |
Discussed in the context of racing to integrate Gemini into Android before Apple's AI reboot, and mentioned regarding a blog post that caused memory stocks to dip. [audio] | +0.1% | -7.6% | -7.6% |
| 2026-05-12 | BUY | HIGH | Rob Black Show Stocks Move After High Inflation Reading |
Host states 'One of the reasons I like Alphabet' due to the potential future IPO windfall from Waymo. [audio] | +0.1% | -7.6% | -7.6% |
| 2026-05-12 | BUY | HIGH | Rob Black Show Afternoon podcast 5-11-26 |
Host lists Alphabet as a top position following Apple, Microsoft, and NVIDIA. [audio] | +0.1% | -7.6% | -7.6% |
| 2026-05-11 | MENTIONED | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host lists Alphabet (Google) as a dominant U.S. company in AI and software ecosystems. [audio] | +2.1% | -8.2% | -8.8% |
| 2026-05-08 | MENTIONED | HIGH | Rob Black Show Good Year In The Stock Market So Far |
Listed as a dominant U.S. company in AI models, cloud computing, and software ecosystems. [audio] | -1.0% | -8.1% | -10.7% |
| 2026-05-07 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-7-26 |
Alphabet is emerging as a viable candidate in the AI space with its Gemini chatbot and other initiatives. [audio] | +0.8% | -7.4% | -8.9% |
| 2026-05-07 | BUY | HIGH | Rob Black Show Oil Continues Pullback |
Described as on the brink of dethroning NVIDIA; host expresses pleasure with Gemini and views it as a dominant player in AI alongside Amazon. [audio] | +0.8% | -7.4% | -8.9% |
| 2026-05-06 | BUY | HIGH | Rob Black Show Afternoon podcast 5-6-26 |
Host highlights strong CapEx, 22% revenue growth to $109.9B, and Google Cloud accelerating to 63% growth, viewing fundamentals as outstanding. [audio] | +1.1% | -7.4% | -5.1% |
| 2026-05-06 | MENTIONED | MEDIUM | Rob Black Show Earnings Jump |
Anthropic committed to spend $200 billion on Alphabet's Google Cloud over the next five years. [audio] | +1.1% | -7.4% | -5.1% |
| 2026-05-05 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-5-26 |
Google is mentioned as one of the AI models that Apple will allow users to choose from. [audio] | -0.3% | -4.2% | -3.8% |
| 2026-05-05 | MENTIONED | MEDIUM | Rob Black Show Stocks Get Boost From Oil Pullback |
Alphabet is mentioned as closing in on NVIDIA as the world's biggest company. [audio] | -0.3% | -4.2% | -3.8% |
| 2026-05-04 | BUY | HIGH | Rob Black Show Traders Eye Oil Again |
JP Morgan reiterated a strong buy on Alphabet, with a price target of $395 and later $460, and it's their top overall pick. [audio] | +1.4% | -6.3% | -7.0% |
| 2026-05-01 | BUY | HIGH | Rob Black Show Kicking Off May With Record Levels |
Alphabet is on the verge of topping $5 trillion and may overtake NVIDIA as the most valuable company. [audio] | +3.9% | -1.4% | -13.4% |
| 2026-04-30 | BUY | HIGH | Rob Black Show Afternoon podcast 4-30-26 |
Alphabet is noted as a winner in AI with cloud revenue jumping 63% and a $240 billion cloud backlog. [audio] | +3.4% | -1.2% | -12.4% |
| 2026-04-30 | BUY | HIGH | Rob Black Show Markets Working Higher For Now |
I bought the shankies out of that last year, and through the years, I've added more to my positions... [audio] | +3.4% | -1.2% | -12.4% |
| 2026-04-29 | BUY | HIGH | Rob Black Show Afternoon podcast 4-29-26 |
Alphabet reported earnings that sharply beat analyst expectations with big revenue gains in its cloud division. [audio] | +13.7% | +8.7% | -4.6% |
| 2026-04-29 | WATCH | MEDIUM | Rob Black Show Oil Prices Continue Their Rally |
Alphabet is mentioned as one of the important companies coming out with results, indicating it's something to watch for market-moving potential. [audio] | +13.7% | +8.7% | -4.6% |
| 2026-04-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-28-26 |
Host mentions Alphabet's upcoming earnings report as part of a big day for tech earnings. [audio] | +11.0% | +11.5% | -6.6% |
| 2026-04-28 | SELL | MEDIUM | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Meta is expected to surpass Google in net ad revenue this year, indicating potential challenges for Alphabet's advertising business. [audio] | +11.0% | +11.5% | -6.6% |
| 2026-04-27 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-27-26 |
Alphabet was up 1.8 percent and released earnings on Wednesday. [audio] | +9.4% | +11.0% | -8.7% |
| 2026-04-27 | MENTIONED | MEDIUM | Rob Black Show The Performance Of Semiconductor Stocks |
Alphabet, also known as Google, is mentioned as one of the five companies releasing earnings this week. [audio] | +9.4% | +11.0% | -8.7% |
| 2026-04-24 | WATCH | MEDIUM | Rob Black Show Focusing On Wealth Accumulation |
Alphabet is integrating AI into search, cloud, and productivity. [audio] | +12.0% | +11.2% | -7.7% |
| 2026-04-24 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-23-26 |
Alphabet is mentioned as a technology peer doing similar layoffs. [audio] | +12.0% | +11.2% | -7.7% |
| 2026-04-23 | MENTIONED | MEDIUM | Rob Black Show Stocks Mixed After New All Time Highs |
Guggenheim has a similar outlook for Alphabet expecting increased investments to weigh on free cash flow in the near term. [audio] | +13.5% | +13.0% | +1.0% |
| 2026-04-22 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-22-26 |
Alphabet CEO Sundar Pichai reaffirmed 2026 CapEx will be between $175 billion and $185 billion. [audio] | +3.1% | +12.9% | +2.4% |
| 2026-04-22 | BUY | MEDIUM | Rob Black Show Nasdaq Hits New High |
BMO Capital says Alphabet is one of the best ways to own AI. [audio] | +3.1% | +12.9% | +2.4% |
| 2026-04-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-21-26 |
Alphabet is mentioned in comparison to Apple's stock performance. [audio] | +5.3% | +16.7% | +6.0% |
| 2026-04-20 | MENTIONED | LOW | Rob Black Show Stocks Sag After Iran Ceasefire Setback |
Google is mentioned in discussions about AI chip development and partnerships. [audio] | +3.8% | +15.3% | +2.8% |