Google is about to roll out a new AI model. Employees say they're testing another that's way better.

Impact · against what's priced in

The news of the 'Carbon' model and a new workplace agent is a modest positive for GOOGL as it provides evidence for the AI-driven Cloud acceleration the market is currently refusing to price in. While the 'Argon' rollout is largely expected, the internal performance gains in coding capabilities challenge the current bearish assumption that Cloud growth will merely flatline at current rates.

GOOGL+0.30: Challenges what's priced in
The price assumes

Google is about to roll out a new AI model. Employees say they're testing another that's way better.

What matters in this story

Stock bull market nears 4-year anniversary driven by AI spending — but there are looming risks

Google is about to roll out a new AI model. Employees say they're testing another that's way better.

What matters in this story

Stock bull market nears 4-year anniversary driven by AI spending — but there are looming risks

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Google is about to roll out a new AI model. Employees say they're testing another that's way better.

What matters in this story

Next reads from the same story arc

Stock bull market nears 4-year anniversary driven by AI spending — but there are looming risks

Google is about to roll out a new AI model. Employees say they're testing another that's way better.

What matters in this story

Next reads from the same story arc

Stock bull market nears 4-year anniversary driven by AI spending — but there are looming risks

How each ticker is affected

Connected tickers

Track these names every morning.

ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages Baidu, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - BIDU

DUOL Investors Have Opportunity to Lead Duolingo, Inc. Securities Fraud Lawsuit

An Anthropic AI model sent a false homicide tip to Philadelphia police

Meta Muse Downloads Are Slowing — And Hunterbrook is Short