Alphabet will report Q2 earnings after market close Wednesday. The firm is expected to report $117.1 billion in revenue and $2.90 earnings per share, according to FactSet, marking 21% and 25% surges over the same period last year, respectively.
Wall Street heads into a pivotal week with investors preparing for a flood of corporate earnings, major artificial intelligence announcements and lingering geopolitical tensions that have pushed oil prices above $90 a barrel. The spotlight will be on Wednesday's earnings from Alphabet Inc (NASDAQ:GOOG) and Tesla Inc (NASDAQ:TSLA), which many see as a crucial test for the AI-driven rally after last week's sharp selloff in technology stocks.
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.
Evaluate the expected performance of Alphabet (GOOGL) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
As Google incorporates more artificial intelligence into search, people are spending more time on Google. Some website operators are crying foul.
Alphabet shares climbed following a report by The Information that the company is developing a new server chip designed to run Gemini models more efficiently. The chip, called "Frozen v2," would permanently embed parts of Gemini's architecture directly into the silicon, according to the report.
Google is developing a new server chip that would incorporate elements of its Gemini model directly into the hardware, in a bid to serve its AI models more efficiently to users, the Information reported on Monday, citing people familiar with the matter.
Google is escalating its campaign to break Nvidia Corp's (NASDAQ:NVDA, XETRA:NVD) grip on artificial intelligence chips, deploying creative dealmaking to push its Tensor Processing Units (TPUs) into the wider market. The strategy, detailed in exclusive reporting by The Information's Amir Efrati, targets the "neo-clouds": specialised GPU cloud providers, many of which began life as cryptocurrency miners.
Google said in May that Gemini 3.5 Pro would arrive in June, and the model still hasn't shipped. Alphabet's Google Cloud revenue grew 63% year over year in its most recent quarter.
I keep hitting the buy button on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) because the loudest bearish story attached to it, the idea that Google is bleeding AI talent to Anthropic and OpenAI, does not match anything I see in the numbers or the org chart.
I keep hitting the buy button on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction), and the reason is uncomplicated: the loudest bear case against this stock has already collapsed under its own weight, and I do not think the tape has fully absorbed that yet.
Earnings season heats up this week, with Big Tech taking center stage.