- GOOG raised 2026 capex to $195–$205B from $180–$190B, citing faster capacity build to meet demand. Guidance lies about $20B below Amazon’s plan; stock dipped on the news.
- Alphabet Inc. Class C (GOOG) guaranteed data-center lease payments supporting Anthropic’s U.S. expansion, backing substantial private-credit financing for Anthropic’s AI infrastructure.
- Alphabet Class C (GOOG) will attend a White House meeting with AI firms to review a voluntary cybersecurity and frontier-AI oversight framework and discuss voluntary government safety testing.
- Alphabet Class C (GOOG) posted sizable unrealized gains from its SpaceX stake this quarter, which lifted reported profits and helped boost S&P 500 earnings for the period.
- Alphabet Inc. Class C (GOOG) named in an August 3 US lawsuit over alleged anticompetitive ad-tech conduct; lawsuit seeks damages and other relief after a federal ruling found unlawful conduct.
- Alphabet Inc. Class C (GOOG) faces a raised Australian News Bargaining Incentive levy of 2.5% on ad revenue, applying to platforms with over A$250 million in local revenue.
- GOOG signed a 15-year PPA with RWE for 155 MW Crooked Creek Solar in Oklahoma. Construction starts later this year, operations expected 2028; power will supply Google in the SPP market.
This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources.