Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ: AMZN) both reported Q2 FY2026 results shaped by the same force: the enormous check every hyperscaler now writes to NVIDIA (NASDAQ: NVDA).
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Alphabet Inc.'s Google Cloud revenue surged 82% year-over-year to $24.8 billion, while operating margin expanded to 35.6% from 20.7%. Cloud backlog reached a record $514 billion, with management expecting more than half to convert into revenue within 24 months. Alphabet's AI platform continues gaining traction, with nearly 90% of Fortune 100 companies using Gemini Enterprise and token usage accelerating sharply.
Paris Saint Germain (PSG) - the reigning French soccer champions and winner of last season's European Champions League - has struck a partnership deal with Google , it said on Monday.
A new Google Earth tool allowed the creation of A.I. deepfake maps.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Alphabet (NASDAQ:GOOG) both reported quarters that reshape how investors should think about AI leadership.
Jim Cramer's favourite dip-buying rule starts with a margin decline, but it does not end there. Investors must decide whether profits are temporarily compressed by investment or permanently damaged by weak demand and competition.
Nvidia currently shows stronger revenue momentum than Alphabet, displaying a steeper and more consistent upward trajectory. While Alphabet maintains a higher overall baseline, both companies have generally reported positive quarter-over-quarter revenue growth over the past eight quarters.
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Microsoft (NASDAQ:MSFT) closed out two of the most watched earnings reports of the summer.
Google rolled back a new feature Friday allowing Google Earth users to generate AI visualizations on top of the service's satellite imagery, following a furious backlash from researchers and open-source intelligence experts about the potential for disinformation.
Google rolled out a new feature on Thursday that allowed users to deploy Nano Banana 2, its AI image generator, to create fabricated images inside its satellite imagery mapping app Google Earth. The whole point of this feature, Google said, was to get creative with geography.
Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ: AMZN) posted Q2 FY2026 results built around the same idea: their custom chips are now real Nvidia alternatives.