Google ($GOOG) podcast mentions
Per Ticker.id: 331 Google ($GOOG) mentions across 39 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-11-02.
Well, the question is why. And one of the answers is because Google searches are down because of AI. And a big chunk of the revenue Apple gets from services is a revenue share from Google Search done in Safari. And as people move to the Gemini app, as people move towards the ChatGPT app or the Claude app or the Muse app or even Siri AI to get things done that they normally would do in a search engine, that service's revenue is going to come down. What Apple needs to do is figure out a way to make up for that revenue loss by monetizing search on its platforms, or shall I say, AI search on its platforms, because they're not doing that. Mm-hmm.
Mark Gurman · Bloomberg Intelligence · Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates · 2026-11-02Well, the question is why. And one of the answers is because Google searches are down because of AI. And a big chunk of the revenue Apple gets from services is a revenue share from Google Search done in Safari. And as people move to the Gemini app, as people move towards the ChatGPT app or the Claude app or the Muse app or even Siri AI to get things done that they normally would do in a search engine, that services revenue is going to come down. What Apple needs to do is figure out a way to make up for that revenue loss by monetizing search on its platforms, or shall I say, AI search on its platforms, because they're not doing that. Mm-hmm.
Mark Gurman · Bloomberg Surveillance · Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates · 2026-11-02Well, we've had some reports that have been disappointing, other reports that have been better than expected. All in all, we, we looked at the weekly analyst consensus expectations for last week and they were kind of flat. They didn't to really lower their, their, their numbers. And as a matter of fact, they're still very bullish about 2027 and 2028. The 2028 number they're using is $500 a share, which is what we've been projecting for 2029 as the expectations. So they're, they're very bullish on earnings and they haven't really pared back their expectations as a result of some of the haircuts in Google and Intel, for example.
Ed Yardeni · Bloomberg Surveillance · Bloomberg Surveillance TV: November 2, 2026 · 2026-11-02And are the bond vigilantes throwing a kink in some of those earnings plans? You said that bond vigilantes are monitoring the credit story. And I just wonder if they are doing that and they're jacking up the borrowing costs and we'll see just how much they are later today or tomorrow when we get the results of the Alphabet sale. How much does that crimp some of their forward-looking ambitions?
Lisa Abramowicz · Bloomberg Surveillance · Bloomberg Surveillance TV: November 2, 2026 · 2026-11-02When you look over your shoulder, do you see so many double-digit percentage declines in industries and individual stocks? How can you not say a bit of a bubble has burst? That doesn't mean the fundamentals are over. It just means we've got to pause here. And technically, we're struggling. We have to figure out Are earnings estimates too high? Look at Google, Amazon last week. Number 2, how are we going to finance the CapEx? That's all over the place. And most importantly, long term, number 3, how are we going to convert all this spending into free cash flow? I think that's what the market's wrestling with.
Ed Yardeni · Bloomberg Surveillance · Bloomberg Surveillance TV: November 2, 2026 · 2026-11-02Of course, there has been a question that we've been asking a lot of people, which is, does the recent kind of reset in earnings and earnings expectations mean that bonds are starting to look better than stocks, not only on a sovereign level, but also from the credit perspective? Perspective. If you want to own, for example, Alphabet, would you rather own credit with spreads that are a little bit wider rather than the equity? Where do you weigh in on this debate?
Lisa Abramowicz · Bloomberg Surveillance · Bloomberg Surveillance TV: November 2, 2026 · 2026-11-02This episode is brought to you by Google Chrome. You think you know a browser, but Gemini in Chrome, that's new. It can help you with practically anything on the web, like restoring a vintage motorcycle from a 50-page restoration blog, or finally break down that long article you've had open for weeks. Gemini in Chrome is here for it. Ready to make anything online make sense? There's no place like Chrome. Check responses, setup required, compatibility and availability varies, 18+.
Speaker B · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02So let's connect. Can we connect this back to the Fed? Because I feel like this is part of what the Fed's watching. They're saying the consumer not giving it up yet. That's some of the confidence in the last rate hike. And if we get more rate hikes against the 2s, as we're thinking about that logic, The other part that's weighing heavily on me, you have other slides where you talked about this in your last presentation that make me want to ask you this question. The AI CapEx spend we just saw, I mean, Google shaved what, a half trillion dollars off market cap in the last, whatever it's been. Um, we've seen the Amazon numbers, we've seen the Google numbers, the Microsoft numbers. This AI CapEx spend is still insane, still bananas, still a huge part of like GDP. If the consumer and that are still going, does one of those need to break before any— go ahead, Dave.
Matt Ziegler · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02And the fascinating thing about all of this is that you look at, you know, just this week alone, you know, Meta equity deal oversubscribed, Google or Microsoft bond issuance oversubscribed. And so the argument we've been making is that Capital is not scarce. It's growing more discerning and more expensive. And the question is, is that just the first step towards scarcity, right? Of if, if we find ourselves in a moment where everybody keeps trying to float these deals and one day you'll wake up and be, and the, the, the, the liquidity won't be there, the capital won't be there, then all of a sudden it sparks this, you know, big, huge kind of rethinking about how much you can fund this growth because the, the reality about the forecast into '27 is that the Street now has free cash flow getting even worse in '27 than it was in '26.
Cameron Dawson · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02This episode is brought to you by Google Chrome. You think you know a browser, but Gemini in Chrome, that's new. It can help you with practically anything on the web, like restoring a vintage motorcycle from a 50-page restoration blog. Or finally break down that long article you've had open for weeks. Gemini in Chrome is here for it. Ready to make anything online make sense? There's no place like Chrome. Check responses, setup required, compatibility and availability varies. 18+. Well,
Speaker B · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02Broad City. Thank you. I was gonna say that the TV show, where's the great reference? Great, great, great show. The earnings recession that we had, was it like 2012, 2015? Does anybody have the non-Google data in the top of their brain?
Matt Ziegler · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02This episode is brought to you by Google Chrome. You think you know a browser, but Gemini in Chrome, that's new. It can help you with practically anything on the web, like restoring a vintage motorcycle from a 50-page restoration block, or finally break down that long article you've had open for weeks. Gemini in Chrome is here for it. Ready to make anything online make sense? There's no place like Chrome. Check responses, setup required, compatibility and availability varies, 18+.
Speaker B · Excess Returns · Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings? · 2026-11-02We got that twice this week and the stocks have just been getting smoked as well for a variety of other reasons as well. But Microsoft, yeah, they're saying $38 billion versus estimates of $45 billion. Google CapEx estimates saying $51 billion versus $55 billion. So you're like, All right, here we go. Starting on the shot, we have significant miss on CapEx estimates. That obviously hit the stocks pretty, pretty badly. Google was also because their, their search revenue is just plummeting right now, largely due to AI and just how consumer habits have been changing. But for me, it's okay. So we had that part, which is the estimate side of things on CapEx. And then you look at what we've been talking about, which is where the strength in the economy has been. and why we haven't seen any sort of true recession over the last couple of years, even though so many other sectors are just down in the dumps and brutal.
Cameron Crise · Forward Guidance · The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup · 2026-10-31That's because it's got some terrific new products and it gets the benefits of Google's Gemini AI models for Siri, but with none of that ridiculously expensive data center buildout stuff. The iPhone Duo has launched, but good luck getting your hands on one. I can tell you that this one is revolutionary. It's a phone that unfolds into a real TV. Now look, I'm a sports addict. I love watching when I'm working and I will, I'm gonna get 5 of them once I'm able to and give them away for the holidays. I hope I can get a good deal from T-Mobile at Costco. Interesting that T-Mobile stock was up today. What was that all about? A prelude to something good? Am I concerned that Apple stock has risen so much? It sells at nearly 40 times earnings. So the highest— that is, by the way, the highest price earnings multiple I can remember. But I've ridden through every vulnerable moment for Apple since it's been at $5. You can trade it, all right? I'm not going to say that's wrong, but I'm an owner.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31Venlabs.io/mad. The AI infrastructure stocks are decidedly out of favor after a very tough October. And at this point, the big question investors should be asking is whether this is just a temporary setback on the road to higher levels, a storm that will pass, or if this is the beginning of the end for this theme, the data mall, after we've seen such huge gains over the past 4 years or so? One way we can begin to answer this question is to look at what some of the largest tech companies are saying in their conference calls, chiefly about their capital expenditures or CapEx plans so far this earnings season. See, just a small handful of companies are responsible for the lion's share of the hundreds of billions of dollars that are being invested in new data centers. Really? It's just 5 that matter: Alphabet, Amazon, Microsoft, Meta, and SpaceX. These companies' CapEx spending becomes the revenue for all the various companies that sell into the data center. And, you know, we talk about these all the time.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31