Analysing Alphabet (GOOGL) using the Helix Quantamental Model
27th Jan 2026 6pm GMT - Link inside
Next week, we will be analysing Alphabet (GOOGL) using the Helix Quantamental Model, in a live session, on 27th Jan 2026, at 6pm GMT.
Recent news regarding Google in January 2026 focuses on major AI expansions, hardware announcements, and ongoing regulatory scrutiny.
Product and AI Innovations
TranslateGemma Launch: On January 15, 2026, Google introduced TranslateGemma, a new suite of open translation models built on the Gemma 3 architecture.
2026 Smart Glasses: Google has officially unveiled plans to return to the smart glasses market in 2026, over a decade after the original Google Glass project.
NotebookLM Expansion: The AI-powered research assistant NotebookLM is now being utilized as a “blueprint” tool for entrepreneurs to build digital stores.
Apple Integration: Recent reports indicate Apple is turning to Google to help power specific AI upgrades for Siri.
Regulatory and Legal Challenges
EU Antitrust Investigation: As of late 2025 and early 2026, the European Union is investigating Google over its “AI Overviews.” Regulators are concerned the company may be using publisher content without adequate compensation.
Search Traffic Decline: Data from late 2025 shows a significant drop in Google Search traffic directed to news publishers, falling from over 50% in 2023 to roughly 27% by the end of 2025.
Play Store Mandates: Following a Supreme Court refusal to delay, Google is now required to implement changes to the Google Play Store to allow for fairer competition and app access on Android.
Corporate and Infrastructure News
Belgium Investment: Google has committed €5 billion to expand its AI and cloud network in Belgium, a project expected to create 300 jobs.
AI Investment Warnings: Alphabet CEO Sundar Pichai recently addressed the “extraordinary moment” of AI investment, cautioning about the long-term management of the “AI bubble”.
Employment Dispute: A UK court recently heard a case involving a Google employee who was allegedly made redundant after reporting a manager for misconduct.
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