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Google Shares Slide

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Top News
Overview
Impacts
 · 15h
Google justifies its massive AI spending with a booming cloud business
Alphabet investors have very publicly worried that the company’s massive AI spending isn’t worth the money.

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 · 15h
Google Shares Slide as AI Spending Overshadows Cloud Growth
 · 21h
Google earnings live updates: Alphabet's AI outlook, cloud growth in focus
 · 3h
Google increases capex forecast again after cloud-driven quarterly beat
Alphabet (GOOGL.O) on Wednesday reported its best-ever quarter of growth for its cloud ​computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model w...

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 · 21h
Google's profits are outrunning its AI spending boom: AlphaCheck
 · 2h
Why is Google spending up to $205 billion on AI? Inside Alphabet's biggest investment yet
 · 14h
Even Google couldn't out-earn its AI spending this quarter
It marks the first time the company has reported negative free cash flow in decades, per AlphaSense, a signal of how much money Google is spending on AI data centers and hardware.

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 · 16h
Google Cloud tops expectations on high AI demand
 · 16h
Google nearly doubles AI infrastructure spending as Q2 tops estimates

Google, Q2 and Earnings Call

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Top News
Overview
Highlights
 · 12h · on MSN
The 3 biggest takeaways from Google's Q2 earnings, from AI spending to a milestone for Gemini
Google's latest earnings call offered a familiar message: AI is driving growth, and it's also getting more expensive.

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 · 10h
Alphabet Inc. (GOOGL) Q2 2026 Earnings Call Transcript
Zacks.com on MSN · 13h
Big afternoon for Q2 earnings: GOOGL, TSLA & more
 · 16h
Alphabet's AI investments drive a revenue beat
Alphabet reported revenue of $119.8 billion for the second quarter, up 24% from a year ago, and ahead of the FactSet consensus for $117.1 billion.

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 · 18h
Economist analyzes Alphabet’s Q2 results and AI infrastructure spending
 · 16h
950 Million People Now Use Gemini Each Month As Alphabet Posts Earnings Beat
EconoTimes · 12h
Alphabet Q2 Earnings Beat Estimates as AI Spending, Google Cloud Growth Fuel Outlook
Google Cloud emerged as the standout performer, with revenue surging 82% to $24.8 billion as businesses increased spending on AI infrastructure, generative AI tools, and cloud services.

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 · 13h
Alphabet Q2: Cloud Wins, CapEx Scares The Market
techbooky.com · 17h
Alphabet Revenue Beats As Google Cloud And AI Spending Surge
24/7 Wall St.
20h

Evercore: Alphabet Needs 17%+ Search Growth and 70%+ Cloud Growth to Beat Q2 Expectations Tonight

Evercore's top internet analyst just set a bar for Alphabet's Q2 earnings that would require the company to outpace nearly every rival in both search and cloud at the same time, and falling even slightly short could punish a stock already trading near historic highs.
4hon MSN

Google Cloud is becoming Alphabet's new profit engine: Chart of the Day

Google Cloud delivered one of the rarest combinations in big tech — faster growth and wider profitability at the same time.
The Information
13h

Google Cloud’s Revenue Is Rocketing—but Costs of AI Expansion Are as Well

Wow. Google Cloud’s business exploded in the second quarter, with revenue soaring 82%, nearly 20 percentage points faster than for the previous quarter. Rapid demand for AI services—and in this quarter,
24/7 Wall St.
1d

Why Google’s New AI Chip Is the Key to Unlocking Its Massive $462 Billion Backlog

Google Cloud is sitting on a backlog so enormous it had to turn away some of the biggest names in tech, and the company's answer to breaking that logjam starts not with more data centers but with a radical rethinking of silicon itself.
2hon MSN

Google Q2 earnings top expectations, cloud revenue grows 82%, but stock falls on capex growth

Google reported its Q2 earnings after the bell on Wednesday.
InfoQ
1d

GKE Security Blueprint Joins Growing List of Cloud AI Frameworks

Google Cloud has published a new blueprint setting out how organisations should secure artificial intelligence workloads running on Google Kubernetes Engine, arguing that the shift from prototype to production has outpaced traditional security models.
1don MSN

Google expands Gemini lineup ahead of key cloud growth test

CNBC's MacKenzie Sigalos reports on Google’s rollout of three new Gemini models aimed at competing more aggressively on price, coding and cybersecurity — and how Alphabet is betting that capable, lower-cost AI products can drive more enterprise demand into Google Cloud ahead of earnings.
1monon MSN

Google is quietly laying off staff in its cloud division

Google has laid off employees across parts of its Cloud business, including at an elite cybersecurity intelligence unit.
9h

Invertis University becomes India’s fifth Google Agentic AI University

Invertis University has become India's fifth Google Agentic AI University, bringing AI-powered learning, research and cloud education to over 10,000 users.
2d

Michaels® Unveils 'Ask Mike' AI Assistant, Built With Google Cloud's Gemini Enterprise for Customer Experience

Michaels, North America's leading destination for creativity and celebration, today announced the launch of Ask Mike, a new AI-powered shopping assistant built with Google Cloud's Gemini Enterprise for Customer Experience.
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