• Alphabet Class C (GOOG) reports Q2 2026 on July 22 for quarter ended June 30. Analysts expect revenue ~$117B (up ~21% YoY) and diluted EPS ~$2.91.
  • GOOG rose ~2.9% after reports Google is building a Gemini-integrated server chip to boost AI efficiency and ease computing-capacity constraints, aimed at running Gemini models on company servers.
  • GOOG leased part of a record 9.6 GW of power in Q2 to support AI data centers, tied to hyperscale computing capacity — a key infrastructure move for traders tracking tech power demand
  • Alphabet Inc. Class C (GOOG): Morningstar keeps $433 fair value. Notes Kimi K3 selloff seen as misplaced and ongoing AI progress supports Alphabet and AI infrastructure demand.