• GOOG set to report after US close; traders watching Google Cloud growth, AI-related revenue, AI infrastructure spending and capital-expenditure guidance, plus timing update for Gemini 3.5 Pro.
  • Alphabet delays Gemini 3.5 Pro launch; rolls out lower-cost Gemini Flash models. Gemini 3.6 Flash shows better coding, multimodal and finance performance with lower output token use and set pricing.
  • Alphabet Inc. Class C (GOOG): USA Today Co. may block Google crawler, reducing access to its content for search indexing and AI summaries; this could cut Google’s referral traffic and indexing.
  • Lawmakers warned President Trump the EU Digital Markets Act targets U.S. Big Tech, naming Alphabet Inc. Class C (GOOG), and urged trade probes under Section 301 over alleged market harm.
  • GOOG finished the Nuvem transatlantic cable, boosting latency and capacity for U.S.-Europe traffic. Cable links support planned European AI infrastructure and may aid future data and cloud demand.
  • Alphabet (GOOG): From July 21, Google Ads will remove appeals for policy decisions on accounts older than six months, blocking appeals for certain policy rulings on accounts past the six‑month mark.