• GOOG drove 92% of the S&P 500 five-day net dollar earnings rise. Excluding revaluations, GOOG’s core operating income fell from $25.5B to $14B year‑over‑year.
  • GOOG won a $1B dark-fiber deal with Verizon for AI data-center links; reported a large backlog convertible to future revenue; shares near $320 around the 200-day MA; capex and FCF issues noted
  • GOOG: SBI Card and Google Pay launched a co-branded credit card linking SBI Card issuance with Google Pay’s wallet, creating a new payment product for Google Pay users.