US Treasury yields headed to 10%Revived after 45 quiet weeks.
Then“The guest argued the life sciences and biotech sector is in the early innings of a recovery, with valuations still cheap and fundamentals improving, but lacking the frothy AI-driven momentum seen in other sectors.”Now“The guest argued that corporate bond issuance from hyperscalers for AI build-out is not a meaningful driver of Treasury yields.”What finance podcasts are saying aboutAlphabet Inc. Class AGOOGLNASDAQ
According to Zortix's podcast index, Alphabet Inc. Class A (GOOGL) was discussed on 28 finance podcasts across 77 episodes in the 30 days to 27 Aug 2026, generating 113 attributed ideas — most coverage from Prof G Markets, Thoughtful Money and WSJ What's News.
- Mentions · 7d
- 11
- Mentions · 30d
- 113
- Mentions · 90d
- 371
- Episodes · 30d
- 77
- Shows · 30d
- 28
- Vs prior week
- -13
- Discussion depth
- In-depth coverage
As of 27 Aug 2026
Ask Zortix about GOOGLKey facts
- Exchange
- NASDAQ
- Sector
- Technology · Internet & media
- Industry
- Services-Computer Programming, Data Processing, Etc.
- Headquarters
- Mountain View, CA
- Incorporated in
- Delaware
- Fiscal year ends
- 31 December
Listing and registration facts from public registries · SEC EDGAR filings for GOOGL. Not a rating, forecast or recommendation.
Stance mix · podcast discussion
42 BULLISH · 29 BALANCED · 45 BEARISH
25 MAYWEEKLY · 90D24 AUG
Counts of attributed podcast discussion · not a rating, forecast, or recommendation
Top shows by coverage · 30 days
| Show | Ideas | Episodes |
|---|---|---|
| Prof G Markets | 19 | 7 |
| Thoughtful Money | 11 | 4 |
| WSJ What's News | 8 | 8 |
| Motley Fool Money | 8 | 6 |
| The Options Insider Radio Network | 7 | 5 |
Latest ideas · headlines, attributed
27 AUGTODAYTHE TWENTY MINUTE VC
26 AUGYESTERDAYBLOOMBERG SURVEILLANCE · RAMI SARAFRA
26 AUGYESTERDAYMONETARY MATTERS WITH JACK FARLEY · FOLLOW WARREN PIES
Then & now on GOOGL
What they said then, and what they are saying now.
Integrated risk: correlation, single-stock vol, and cheap insuranceRevived after 53 quiet weeks.
Then“The speaker advocated for buying 2-3 month 95/80 put spreads on the S&P 500 as a reasonably priced, liquid form of portfolio insurance given the current risk backdrop.”Now“The speaker argued that extremely low sector and stock correlations within the S&P 500 reflect a market-wide implicit assumption of a recession-proof U.S. economy for the next five years, allowing investors to pick specific sectors.”AI CapEx buildout precedes massive cash flowRevived after 27 quiet weeks.
Then“The case argued: capital expenditure by major tech hyperscalers (Amazon, Microsoft, Alphabet, Meta, Oracle) on AI infrastructure is accelerating in 2026, with estimates already exceeding prior consensus forecasts.”Now“The discussion highlighted that Alphabet is undergoing a profound financial transformation from an asset-light software company to a capital-intensive business building physical data centers, which pressures free cash flow and changes its investment profile.”Definitions
- Mention
- One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
- Attributed idea
- A specific argument a named speaker made on a named show — never an aggregate opinion, never Zortix’s view. What qualifies →
- Discussion depth
- How thoroughly an idea was argued on the episode, from a brief mention to a core thesis — a description of the conversation, not a rating of the stock. The bands →
- Stance mix
- Counts of attributed ideas by the side each argued on this name — bullish, balanced, or bearish as the speaker put it. A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.