Becker Business Podcast – Episode Summary

Episode: "Alphabet Google Remains on Fire 1-26-26"

Host: Scott Becker
Date: January 26, 2026

Episode Overview

In this episode, Scott Becker provides a concise, data-focused update on Alphabet (Google) as a public company, examining its recent financial performance, comparative position in the tech sector, and whether it continues to be a great investment opportunity. Becker shares market stats, contrasts Alphabet with other tech giants, highlights growth areas, and hints at his own investing approach—all with his typical analytical and enthusiastic style.

Key Discussion Points & Insights

1. Alphabet’s Remarkable Stock Performance

• Alphabet's Stock Growth:
  • Alphabet is "up about 70% in the last six months" [00:18].
  • Comparison benchmarks:
    • Apple: "up about 15% in the last six months"
    • Nasdaq: "up about 20% in the last six months" [00:23]
• Analysis:
  Alphabet’s performance far outpaces both Apple and the Nasdaq, underlining it as a growth leader in big tech.

2. Revenue Growth Outpacing Big Tech Rivals

• Third Quarter Data:

  • "In the third quarter, its revenues were up 16% plus, so continues great growth in revenues" [00:30].
  • Contrasted with Apple:
    • "That's a lot quicker than the revenue growth you're seeing at Apple, which is also being priced like a growth stock at 33 times earnings, but not growing at the pace that Alphabet Google's going at" [00:36].

• Market Context:

  • Apple is priced as a growth stock but isn’t matching Alphabet’s pace in actual revenue expansion.

3. Google Cloud’s Impact

• Cloud as a Growth Engine:

  • "Google's cloud business is also growing tremendously well, so that's another real positive in terms of Google Alphabet and investing in Alphabet Google" [00:44].

• Implication:

  • The diversification beyond advertising into cloud services strengthens Alphabet's future prospects.

4. Upcoming Catalysts: Q4 Results

• Watch for Fourth Quarter Revenues:

  • "We're waiting for the fourth quarter revenues to be reported and those are coming out around the early February, supposed to be February 4th, so we'll see how that goes" [00:49].

• Investor Consideration:

  • Upcoming financials could drive further momentum or spark reassessment.

5. Personal Investment Perspective

• Becker’s Holdings:
  • "We've put some money in the last six months to a year into Alphabet directly. Mostly my holdings in Alphabet are through the index funds" [00:56].
  • Signals conviction in Alphabet’s prospects, but practices diversification.

Notable Quotes & Memorable Moments

• On Alphabet’s Momentum:

  • "Alphabet's up about 70% in the last six months and this compares to Apple, which is up about 15% in the last six months. The Nasdaq up about 20% in the last six months." – Scott Becker [00:18]

• On Revenue Growth vs. Valuation:

  • "That's a lot quicker than the revenue growth you're seeing at Apple, which is also being priced like a growth stock at 33 times earnings, but not growing at the pace that Alphabet Google's going at." – Scott Becker [00:36]

• On Cloud’s Importance:

  • "Google's cloud business is also growing tremendously well, so that's another real positive in terms of Google Alphabet and investing in Alphabet Google." – Scott Becker [00:44]

• On Upcoming Earnings:

  • "We're waiting for the fourth quarter revenues to be reported and those are coming out around the early February, supposed to be February 4th, so we'll see how that goes." – Scott Becker [00:49]

• Personal Stake:

  • "We've put some money in the last six months to a year into Alphabet directly. Mostly my holdings in Alphabet are through the index funds." – Scott Becker [00:56]

Timestamps for Key Segments

• [00:18] – Alphabet’s stock growth versus Apple and Nasdaq
• [00:30] – Q3 revenue growth
• [00:36] – Comparison with Apple’s growth and valuation
• [00:44] – Google Cloud’s performance
• [00:49] – Anticipation of Q4 revenue release
• [00:56] – Becker’s investment stance

Tone & Takeaway

Scott Becker delivers this update in his trademark crisp, data-driven style—focusing on facts, clear comparisons, and practical investing considerations. The episode offers a compact but sharp perspective for investors pondering Alphabet’s future and stands as a quick yet insightful business segment for followers of tech stock trends.