Alphabet Inc (GOOG)
Alphabet Q2: We Are All Being Fooled (Rating Downgrade)
Alphabet Inc. reported a massive EPS beat driven by mark-to-market gains, not core business growth. Q2 net income surged 298%, primarily from $99B in "other income" tied to SpaceX and Anthropic valuation gains. Core operations grew 30% YoY, but true cloud growth is obscured by related-party deals and artificial valuation uplifts.
Google Users Can Unlock Accounts With Selfie Video Instead Of Password
The feature arrives amid a broader account-security push from Google that has so far included fake-call detection against AI scams in June and the suing of a Chinese cybercrime operation that used AI to defraud hundreds of thousands of victims, according to TechCrunch. It's also a major expansion of biometric account recovery, which has been a contested space: Apple has offered Face ID-based authentication since 2017, while Microsoft expanded Windows Hello facial recognition to account recovery workflows years ago.
Alphabet: Don't Be Fooled By The CapEx Panic
Alphabet delivered highly impressive Q2 results, surpassing consensus with $9.11 EPS and $119.8B in revenue, driven by surging Cloud and AI demand. GOOG's Cloud segment posted 82% year-over-year revenue growth, now representing 20.7% of total revenues and delivering a 35%+ operating margin. Despite negative Q2 free cash flow from aggressive CapEx, I view this as temporary given the record $514 billion Cloud/AI backlog and strong operating momentum.
Alphabet Shares in Correction Territory as Investors Question Returns on AI Build-Out
CNBC's MacKenzie Sigalos framed the tension bluntly, noting that “Alphabet shares are now in correction territory down 13% from their May all-time highs.
Alphabet's massive profit growth is just an illusion, as SpaceX and Anthropic help mask a historic cash drain
Earnings quadrupled on paper, but an analyst calls that an “illusory” performance propped up by unrealized gains from equity investments.
Alphabet Q2 Earnings Call Highlights AI Growth & Cloud Momentum
GOOG's Q2 results highlight AI growth, Gemini adoption, cloud momentum and increased investments to expand AI capabilities.
Alphabet Stock Eyes Worst Day in 14 Months on CapEx Spending
Alphabet Inc (NASDAQ:GOOGL) stock is sinking 5.4% to trade at $323.32 after the tech behemoth increased its capital expenditures outlook to boost AI backing.
Alphabet Drops 6% on Soaring AI Capex Despite 82% Cloud Surge; Meta Platforms, Snap Follow
Alphabet Class A (NASDAQ:GOOGL | GOOGL Price Prediction) and Class C (NASDAQ:GOOG) shares are down 6% in Thursday morning trading, with GOOGL stock at $321.65 and GOOG stock at $320.76.
Alphabet: The $200+ Billion AI Capex Misunderstanding
Alphabet raised 2026 AI capex guidance to $195–205 billion as management cited capacity shortages driven by stronger-than-expected customer demand. Google Cloud revenue surged 82% to $24.8 billion, while Cloud backlog reached $514 billion, supporting stronger long-term infrastructure utilization and ROI. Vertical integration across Gemini, TPUs, Cloud and networking enables Alphabet to monetize AI investments across multiple businesses rather than Cloud alone.
Warren Buffett's Primary Reason for Buying Alphabet is Mine and Should Be Yours
I keep hitting the buy button on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) because the business behaves like a tollbooth on the entire internet, and every quarter the toll gets higher while the road gets wider.
Alphabet's Selloff Misses The Bigger Picture
Alphabet Inc. is aggressively investing in AI infrastructure, with rising CapEx and negative free cash flow, yet demand continues to outpace capacity. Google Cloud revenue surged 82% to $24.8B, with backlog climbing to $514B; most TPU system sales revenue will materialize in 2027. Gemini usage is scaling rapidly, with 950M monthly active users and 22B tokens processed per minute, supporting robust AI adoption across platforms.
Google Lets Users Sign In With Video Selfies
Google is letting users sign into their accounts by taking videos of themselves. “Selfie video is a new way to get into your account, giving you more options if you're ever locked out or don't have access to your usual phone or computer,” the tech giant wrote in a Thursday (July 23) blog post.
