• Morgan Stanley raised Alphabet (GOOG) capex to $350B (2027) and $375B (2028), expects ~9 GW added compute by 2028, and forecasts Google Cloud revenue growth of 106% (2027) and 44% (2028).
  • Alphabet (GOOG) rolled out Nano Banana 2 Lite, a cheaper Gemini Image model for ~4s text-to-image generation, priced at $0.034 per 1,000 images, being integrated across Google products.
  • UK regulator proposes Google Play changes: developers could link to external payments and bypass Google billing; rules may require low, reasonable link fees. CMA decision expected later this year.
  • GOOG: Google launched Nano Banana 2 Lite (Gemini 3.1 Flash‑Lite), now generally available — product release may affect Google parent Alphabet trading on product-driven volume/news.
  • GOOG joins consortium launching dollar-pegged stablecoin Open USD later this year; rollout planned on Base (Coinbase-backed) and Solana, relevant for traders tracking blockchain exposure.
  • GOOG: Waymo runs ~4,000 self‑driving vehicles in the US and recalled nearly 3,900 robotaxis over a software bug affecting navigation near closed freeway construction zones.
  • Analyst said Alphabet Class C (GOOG) is among AI-driven top tech names and that about 5% of its customers have adopted AI, linking customer AI uptake to GOOG’s market position.