• GOOG Q2 revenue $119.8B; net income $112.1B. Google Cloud $24.8B, +82% YoY. Q2 free cash flow -$5.9B after heavy AI capex; firm plans up to $190B capex. Shares down ~2.3% AH.
  • GOOG raised 2026 capex guidance to $195–$205B (from $180–$190B) citing stronger capacity and demand; quarterly free cash flow was -$5.9B and shares fell in after-hours trading.
  • EU to fine Alphabet Inc. Class C (GOOG) under Digital Markets Act over Search self‑preferencing and Play Store anti‑steering; fines noted and possible impact on Alphabet’s financials and valuation
  • GOOG: CEO Pichai said Gemini 3.5 Pro is in partner tests; launched Gemini 3.6 Flash (improves coding scores >10 pts), 3.5 Flash‑Lite, Flash Cyber; monthly model releases planned.
  • GOOG expands European robotics push: Microagi to run on Google Cloud for faster AI model build for embodied robots, using Nvidia Blackwell to scale training for commercial and industrial robotics.
  • GOOG raised capex, spurring rallies in photonics and optical-network suppliers as traders link higher Alphabet spending to increased demand for data-center and AI-scale infrastructure.
  • GOOG: YouTube saw 1.7B unique viewers for World Cup content, 200B+ lifetime World Cup views, 2.5B creator-driven views during the tournament, and 10M+ live viewers for the Creator Cup