Summary3 min read

Becker Business Podcast – "Google on Fire 5-7-26"

Host: Scott Becker
Date: May 7, 2026

Episode Overview

In this succinct solo episode, Scott Becker dives into Google’s (Alphabet’s) outstanding performance in 2026, especially in comparison to its “Magnificent Seven” tech peers. He highlights Google’s recent market surge, significant business deals (notably with Anthropic AI), and what these moves mean for the company’s future. The focus is on current trends, critical business news, and the implications of Google’s trajectory in tech and cloud services.

Key Discussion Points & Insights

Google's Outstanding Market Performance

Stock Surge: Google is up roughly 26% year to date, outpacing other members of tech’s elite group.
- “They are rocking it compared to the rest of the Magnificent Seven that are leading the package… Google really setting the pace.” [00:38]
Comparison to Peers:
- Microsoft, Meta, and Tesla are reportedly “struggling.”
- Nvidia, Amazon, and Apple are “doing just fine,” but not matching Google’s pace.
The host notes Google had another significant “great day” in markets, expressing optimism about continued performance.
- “Great day on Wednesday in the markets at least. As we record this, let's hope that lasts because you're going to hear this on Thursday.” [01:05]

Major New Deal: Anthropic AI & Google Cloud

$200 Billion Contract: It’s reported that Google (Alphabet) signed a massive $200 billion, 5-year contract with Anthropic AI for Google Cloud services.
- “Google just signed a $200… or it’s reportedly rumored that Google Alphabet has signed a $200 billion contract with Anthropic AI… That’ll go over the next five years.” [01:17]
Business Impact: This is described as a “huge boost to Google on the top line,” further diversifying the company beyond its core advertising business.
- Collaboration with “huge companies” like Anthropic highlights Google’s strategic push into cloud, AI, and services.
- “…continues to sort of diversify Google and the revenue streams. They are just literally knocking it out of the park.” [01:32]

Strategic Observations & Closing Thoughts

The episode briefly touches on the broader strategy:
- Google is not just dominating in advertising and search, but also creating new revenue streams via cloud and AI partnerships.
- The host expresses genuine fascination and admiration for Google’s current trajectory.
- “I find it fascinating what they’re doing… I'll let it be at this point.” [01:43]

Notable Quotes

On Google's Lead:
“They are rocking it compared to the rest of the Magnificent Seven that are leading the package. Microsoft struggling, Meta Platforms struggling, Tesla struggling, Nvidia doing just fine, Amazon doing well and Apple doing fine. But Google really setting the pace.”
— Scott Becker [00:38]
On the Anthropic AI Deal:
“Google just signed a $200… or it’s reportedly rumored that Google Alphabet has signed a $200 billion contract with Anthropic AI… That’ll go over the next five years. That’s just a huge boost to Google on the top line as well as working with huge companies…”
— Scott Becker [01:17]
On Market Optimism:
“Great day on Wednesday in the markets at least. As we record this, let's hope that that lasts because you're going to hear this on Thursday.”
— Scott Becker [01:05]

Timestamps for Important Segments

00:30: Scott Becker’s introduction to “Google on Fire”
00:38: Google’s 26% year-to-date surge and competitive standing
01:05: Reflections on recent market momentum for Google
01:17: Discussion of the rumored $200B Anthropic AI and Google Cloud deal
01:32: Comments on business diversification and revenue streams
01:43: Closing remarks on Google’s performance

Summary

In “Google on Fire 5-7-26,” Scott Becker delivers a focused roundup of Alphabet’s impressive year-to-date surge, its industry-defining deal with Anthropic AI, and the tech giant’s market dominance in 2026. The commentary is brisk yet insightful, emphasizing Google’s strategic expansion beyond advertising and celebrating a signature moment in tech business news. Anyone watching the markets or following technology strategy will find this episode a concise but valuable snapshot of a pivotal moment for Google and the sector at large.

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Transcript3 lines

[00:00]
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[00:30]
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This is Scott Becker with the Becker Business and the Becker Private Equity Podcast. Today's discussion is Google on Fire. So here's the deal with Google and I find this absolutely fascinating to watch. They're up currently about 26% year to date. Now they are rocking it compared to the rest of the magnificent seven that are leading the package. Microsoft struggling, Meta Platforms struggling, Tesla struggling, Nvidia doing just fine, Amazon doing well and Apple doing fine. But Google really setting the pace. They're up about 26% year to date on top of being up 26% year to date. Great day on Wednesday in the markets at least. As we record this, let's hope that that lasts because you're going to hear this on Thursday. Then the next thing I'll point out is Google just signed a $200 200 billion or it's reportedly rumored that Google Alphabet has signed a $200 billion contract with Anthropic AI that that for Google Cloud. That'll go over the next five years. That's just a huge boost to Google on the top line as well as working with huge companies, not just all the search advertising that you see and continues to sort of diversify Google and the revenue streams. They are just literally knocking it out of the park. I'll see if I've got anything else here that's interesting about Google. I find it fascinating what they're doing and again, I'll let it be at this point. But thank you so much for listening to the Becker Business and the Becker Private Equity Podcast. Again, today's discussion is Google on Fire. Thank you for listening.
[02:12]
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