GOOGL call timeline

Google $GOOGL owned Waymo vehicles have reportedly received $9,325 in parking tickets in the Austin, Texas area following its launch in 2024 - Bloomberg https://t.co/V7cLBTLb50

$GOOGL: Implied CY26 ROIC worse given capex raised 8% but EPS slightly higher at best given higher rev & expense. Positives: $2.7B rev beat; GCP rev +63% y/y in Q1 & +82% in Q2; Cloud backlog +11% q/q. Negatives: “only” $380M OpInc beat, $150M miss in search rev, $6B FCF burn. These Google earnings are about to put to the test my thoughts that I ended my post with this past Sunday. “I believe it is prudent to start adding back some exposure in the AI related infrastructure names. But I believe this needs to be balanced with prudence at the public cloud layer…” Will the semis (the tip of the s

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Alphabet $GOOGL delivered a massive Q2 2026, with revenue up 24% YoY to $119.8B and operating income rising 30% YoY to $40.8B. Search revenue grew 17% YoY to $63.3B, while Google Cloud had its fastest growth quarter ever, surging 82% YoY to $24.8B and producing $8.8B of operating income. Net income jumped 298% YoY to $112.1B. On the AI side, the Gemini app reached 950M monthly active users, and Gemini models are now processing 22B API tokens per minute. The one major drag was free cash flow, which turned negative at

$GOOGL ALPHABET Q2 2026 EARNINGS: - Revenue $119.8B +24% YoY - Google Search Revenue $63.3B +17% YoY - Google Cloud Revenue $24.8B +82% YoY - Google Cloud Operating Income $8.8B - Operating Income $40.8B +30% YoY - Net Income $112.1B +298% YoY - Gemini App 950M Monthly Active Users - Gemini Models Processing 22B API Tokens Per Minute This is the first quarter in years that Google had negative FCF of -$5.8B, but this is also their fastest growing cloud quarter ever and strongest revenue acceleration in 3 years. The capex spend is leading to them becoming one of the most important companies

$GOOGL Google is in a weird position today. Let’s say they raise CapEx from $190B, the expected amount right now, to $200-$220B. It would be super bullish for all the Semis, but would the market think that’s bearish for hyperscalers? Would $META $MSFT $AMZN go down on that news because they will be expected to raise? Google just diluted by $85B so the assumption is they will either increase capex or at the very least keep it flat per their previous guidance. Now, let’s say Google increases their cloud business revenue growth rate again from last Q’s 63% to something like 70%. Amazing g

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Google $GOOGL is developing a new AI chip that could run Gemini models 6x to 10x more efficiently than its latest TPUs, per The Information. The chip, internally called “Frozen v2,” would bake parts of Gemini’s architecture directly into silicon, reducing data movement and simplifying inference decisions. Google is targeting deployment as early as 2028 to help ease its AI compute shortage, though the design would trade flexibility for major gains in speed and power efficiency. 2. Microsoft $MSFT is expanding its par