• GOOG added to the Dow replacing Verizon. On debut GOOG jumped about 4.8–5% and later rallied over 3%. Inclusion raises Dow exposure to digital ads, cloud and AI and ups GOOG's index impact.
  • GOOG Q1: Cloud revenue rose 63% YoY, fastest since 2019 reporting. Analysts forecast ~37% CAGR and project the cloud could reach about $480B by 2031 — key growth metric for traders.
  • GOOG limited Meta’s access to Gemini AI models amid compute constraints, prompting Meta to boost use of Muse Spark and seek other cloud GPU providers; Google is expanding capacity.
  • Alphabet (GOOG) capped usage for some AI customers amid strong demand; Meta cited as a limited user. Signals rising enterprise interest in Alphabet’s AI services, affecting capacity and access.
  • Alphabet (GOOG) unveiled two AI models: AQCat for identifying catalysts and materials for semiconductors and batteries, and AQPotency to find molecules that bind disease targets for drug discovery.
  • Alphabet Inc. Class C (GOOG) saw two senior AI departures: VP of engineering Noam Shazeer left for OpenAI and DeepMind VP John Jumper left for Anthropic, drawing investor focus to AI talent shifts.
  • Alphabet Inc.'s Waymo ended its robotaxi collaboration with Uber Technologies in Phoenix, with Uber winding down the joint robotaxi service in that market.
  • GOOG sold bonds in yen, Canadian dollar, Swiss franc and pound, hitting record borrowing in those markets per LSEG; part of Alphabet’s multi‑currency funding program.
  • GOOG: Google’s Gemini app now offers free personalized image generation to U.S. mobile users, expanding AI image-creation features; no immediate pricing announced.