GOOG

Everything Filings Intel has said about GOOG across all issues.

• 8-K · 2026-06-11 Issue 12 · neutral
  A 200m-share reserve increase for the 2021 Stock Plan (incremental dilution against ~12.4bn votes), and a say-on-pay vote that drew only 81% support (9.99bn for vs 2.33bn against) — a notably low margin for a mega-cap, signalling holder unease on comp.
• 10-Q · 2026-04-30 Issue 3 · neutral
  Q1 2026 — Search DOJ remedy in appeal; AI-driven security acquisition closed within Google Cloud segment
• 8-K · 2026-04-29 Issue 3
  Q1 2026 earnings furnishing

• Broadcom's 10-Q is the tell, not the 8-K — $164.6bn RPO and a $2.1bn inventory build for custom accelerators Issue 12
  Alongside: AVGOAPO
• The Broadcom verdict — +143% AI revenue, −13% stock, and why both are true Issue 11
  Alongside: AVGOMRVLNVDA
• Follow the debt — the AI buildout went on credit, and that's the backdrop to the selloff Issue 11
  Alongside: GOOGLORCLMETA
• The positioning hasn't moved — and an honest read on what this is worth to a trader Issue 10
  Alongside: NVDADLREQIXCRWV
• The convergence moved into the buildings — DLR, EQIX, CRWV Issue 9
  Alongside: DLREQIXCRWVNVDA
• Record highs on a ceasefire rumour — the overcrowding tell Issue 9
  Alongside: NVDAMETASQ
• The AVGO convergence fires — Issue 03 thesis confirmed Issue 5
  Alongside: AVGO
• Berkshire tripled GOOG to $15.6B (+204% Q-over-Q) Issue 6
  Alongside: GOOGL
• What changes in the Issue 05 reading Issue 6
  Alongside: MSFT
• Three Tiger Cubs are de-risking AI mega-cap exposure in unison Issue 7
  Alongside: NVDAMSFTQQQ
• Amazon's $50B OpenAI commitment breaks the MSFT lock Issue 3
  Alongside: AMZNMSFTNVDA
• Q1 hyperscaler capex annualises above $250B Issue 3
  Alongside: AMZNMETAMSFTVRTEQIXANET