• GOOG raised 2026 capex by $15B to $200B. Revenue and earnings rose; cloud grew. Free cash flow turned negative. Shares fell ~7% intraday as wider credit spreads and bond yields rose.
  • Trump said the U.S. will direct the Trade Representative to open a Section 301 tariff probe into the EU’s €890M fine against Alphabet Inc. Class C (GOOG), initiating a U.S. inquiry.
  • Traders eye Alphabet Class C (GOOG) as AI spending and expected returns drive sentiment ahead of peers' earnings; focus on AI costs, guidance and impact on margins.
  • Verizon says more AI infrastructure connectivity deals with Alphabet Inc. Class C (GOOG) are expected by year-end, with executives forecasting substantial multi‑year revenue from those deals.
  • A U.S. court denied Google LLC’s bid to dismiss a defamation suit tied to an AI chatbot, forcing Google to defend Alphabet Inc. Class C (GOOG) and exposing potential legal risk.
  • Alphabet (GOOG): SpaceXAI’s Grok will be added free to Google Workspace, integrating Grok AI into Google productivity apps — note availability for Workspace users, no timing or trading advice.
  • Alphabet Class C (GOOG) holds large unrealized gains on equity securities; including those gains in GAAP earnings would boost reported quarterly S&P 500 sector growth, per LSEG.
  • Alphabet Class C (GOOG) declared a $0.22 quarterly dividend per share, unchanged. Record and ex-dividend date: Sept 7; payout date: Sept 14.