Google’s AI Spending Is Finally Showing Up in Revenue
Alphabet’s second quarter paired 24 percent revenue growth with an 82 percent cloud surge, offering its clearest evidence that the AI bill has customers.
Jul 23, 2026

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42 stories for“Google”
Alphabet’s second quarter paired 24 percent revenue growth with an 82 percent cloud surge, offering its clearest evidence that the AI bill has customers.
Jul 23, 2026

Marvell granted Google a warrant over nearly 59 million shares, most of which only vests if Google hits purchasing targets running to fiscal 2033. It is a customer being paid in equity to remain a customer, and that structure is spreading.
Aug 22, 2026
The Dow and S&P 500 slipped 0.7 and 0.8 per cent and the Nasdaq fell 1.1 on Wednesday as the ten-year yield climbed to about 5.11 per cent. Nvidia dropped 1.5, Broadcom 2.6 and Micron 2.2 as investors took profit after the prior week's chip rally.
Sep 24, 2026

A report that OpenAI's run-rate sales are about $20 billion below the figure investors had been quoting pulled chip and cloud stocks down, while bond yields and oil stayed high.
Oct 9, 2026
