{"id":640,"date":"2026-04-19T13:03:00","date_gmt":"2026-04-19T13:03:00","guid":{"rendered":"https:\/\/hyokal.com\/?p=640"},"modified":"2026-04-19T13:03:00","modified_gmt":"2026-04-19T13:03:00","slug":"investments-from-alphabets-anthropic-and-spacex-add-new-perspective-to-evaluation","status":"publish","type":"post","link":"https:\/\/hyokal.com\/?p=640","title":{"rendered":"Investments from Alphabet&#8217;s Anthropic and SpaceX add new perspective to evaluation"},"content":{"rendered":"<p><\/p>\n<div>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Find your next quality investment using Simply Wall St&#8217;s easy and powerful screener, trusted by over 7 million individual investors worldwide.<!-- HTML_TAG_END --><\/p>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The value of Alphabet&#8217;s stake in AI startup Anthropic Inc. has risen in value as Anthropic Inc. reports its business has tripled.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The company&#8217;s AI chips and Google Cloud services are closely tied to Anthropic&#8217;s growth, strengthening Alphabet&#8217;s role in enterprise AI.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->New regulatory filings show Alphabet owns more than 6% of SpaceX stock, revealing a sizable holding that was previously undervalued.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->For investors looking at NasdaqGS:GOOGL, these moves equate to a stock price of $341.68 and a one-year return of 126.8%. The stock is also up 7.7% over the past week and 13.5% over the past month, reflecting recent momentum around AI and broader corporate interest in Alphabet.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Anthropic&#8217;s expansion is tied to Alphabet&#8217;s AI chip roadmap and use of Google Cloud, but SpaceX&#8217;s position gives the company an even more prominent non-core asset. Combining these elements provides one more way to think about the scope of Alphabet&#8217;s ecosystem and potential sources of value beyond core search and advertising.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Stay up to date with the most important news stories about Alphabet by adding Alphabet to your Watchlist or Portfolio. Or explore our community and discover new perspectives on Alphabet.<!-- HTML_TAG_END --><\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-750ceo\">\n<div class=\"image-container yf-lglytj\" style=\"--max-height: 613px;\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 960 \/ 613; --img-max-width: 960px;\"><\/div>\n<\/div><figcaption class=\"yf-750ceo\"><!-- HTML_TAG_START -->NasdaqGS:GOOGL revenue and revenue growth (as of April 2026)<!-- HTML_TAG_END -->  <\/figcaption><\/figure>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Two things that are working well for Alphabet that aren&#8217;t covered in this headline.<!-- HTML_TAG_END --><\/p>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><strong>\u2696\ufe0f Price and analyst targets<\/strong>At $341.68, Alphabet is about 9% below analyst targets of $376.50 and within a wide range of $185 to $443.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><strong>\u2696\ufe0f Simply Wall Street Ratings<\/strong>: Simply Wall Street flags Alphabet as trading near its estimated fair value, so this news sits on a significant price base.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><strong>\u2705 Recent momentum<\/strong>: A 30-day return of 13.5% shows short-term momentum that already reflects enthusiasm for AI and related assets.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The timing of when to buy, sell, or hold Alphabet will depend on each investor&#8217;s own objectives and analysis. For more information, see Simply Wall St&#8217;s company report on Alphabet&#8217;s latest fair value assessment.<!-- HTML_TAG_END --><\/p>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->\ud83d\udcca Anthropic and SpaceX&#8217;s investment adds exposure to AI and space outside of core search and advertising, which some investors may treat as an optional upside.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->\ud83d\udcca It may be useful to monitor how Anthropic&#8217;s workloads relate to Google Cloud and AI chip revenues, as well as any new disclosures regarding the size and valuation of SpaceX&#8217;s holdings.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->\u26a0\ufe0f Simply Wall Street highlights one major risk associated with non-cash returns, so investors may want to consider the quality of the returns when weighing these asset returns.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<\/ul><\/div>\n<div style=\"display: none\" data-testid=\"read-more\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Check out our complete Alphabet analysis for the complete picture, including additional risks and potential rewards. You can also visit Alphabet&#8217;s community page to see different opinions on how this news impacts the company&#8217;s story.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><em>    This article by Simply Wall St is general in nature. <strong>We provide commentary using only unbiased methodologies, based on historical data and analyst forecasts, and articles are not intended to be financial advice.<\/strong> This is not a recommendation to buy or sell any stock, and does not take into account your objectives or financial situation. We aim to provide long-term, focused analysis based on fundamental data. Note that our analysis may not factor in the latest announcements or qualitative material from price-sensitive companies. Simply Wall St has no position in any stocks mentioned.<\/em><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><em>Companies discussed in this article include GOOGL.<\/em><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><strong>Do you have feedback on this article? Interested in its content? Please contact us directly.<\/strong><em>    Alternatively, email editorial-team@simplywallst.com.<\/em><!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p>#Investments #Alphabets #Anthropic #SpaceX #add #perspective #evaluation<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Find your next quality investment using Simply Wall St&#8217;s easy and powerful screener, trusted by over 7 million individual investors worldwide. The value of Alphabet&#8217;s stake in AI startup Anthropic Inc. has risen in value as Anthropic Inc. reports its business has tripled. The company&#8217;s AI chips and Google Cloud services are closely tied to &#8230; <a title=\"Investments from Alphabet&#8217;s Anthropic and SpaceX add new perspective to evaluation\" class=\"read-more\" href=\"https:\/\/hyokal.com\/?p=640\" aria-label=\"Read more about Investments from Alphabet&#8217;s Anthropic and SpaceX add new perspective to evaluation\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":641,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[1297,1290,1295,1296,1299,1293,1289,1294,1298,1292,1291,566],"class_list":["post-640","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-add","tag-alphabet","tag-alphabets","tag-anthropic","tag-evaluation","tag-google-cloud","tag-human","tag-investments","tag-perspective","tag-simply-wall-street","tag-space-x","tag-spacex"],"_links":{"self":[{"href":"https:\/\/hyokal.com\/index.php?rest_route=\/wp\/v2\/posts\/640","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hyokal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hyokal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hyokal.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hyokal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=640"}],"version-history":[{"count":0,"href":"https:\/\/hyokal.com\/index.php?rest_route=\/wp\/v2\/posts\/640\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hyokal.com\/index.php?rest_route=\/wp\/v2\/media\/641"}],"wp:attachment":[{"href":"https:\/\/hyokal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hyokal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hyokal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}