Vivi(@vivilinsv):Google’s Q2 earnings (beating Wall Street expectations) are a perfect snapshot of the AI trade right now: Revenue: $119.8B, +24% YoY Google Cloud: ~$24.8B, +82% YoY It shows AI demand is real, but so are investors' concerns - $GOOG stock pulled back a little after the earnings. The issue isn’t whether Google is “winning or losing AI" anymore, but how expensive winning has become. Alphabet raised 2026 capex guidance to ~$195B–$205B, and free cash flow reportedly turned negative in Q2. That’s why the stock reaction was weak despite strong headline numbers. My takeaway: AI is boosting growth, but the market now wants proof that AI capex converts into durable margins — not just bigger data centers. For AI investors, this is the new scoreboard: Cloud growth, Capex intensity, Free cash flow, Margin durability, Model/product adoption. AI demand is no longer the debate. AI return on investment is. Not financial advice - just discussion. 😃 What's your take on @Google ?

2026.07.23 00:59

Google’s Q2 earnings (beating Wall Street expectations) are a perfect snapshot of the AI trade right now: Revenue: $119.8B, +24% YoY Google Cloud: ~$24.8B, +82% YoY It shows AI demand is real, but so are investors' concerns - $GOOG stock pulled back a little after the earnings. The issue isn’t whether Google is “winning or losing AI" anymore, but how expensive winning has become. Alphabet raised 2026 capex guidance to ~$195B–$205B, and free cash flow reportedly turned negative in Q2. That’s why the stock reaction was weak despite strong headline numbers. My takeaway: AI is boosting growth, but the market now wants proof that AI capex converts into durable margins — not just bigger data centers. For AI investors, this is the new scoreboard: Cloud growth, Capex intensity, Free cash flow, Margin durability, Model/product adoption. AI demand is no longer the debate. AI return on investment is. Not financial advice - just discussion. 😃 What's your take on @Google ?

Sundar Pichai@sundarpichai

2026.07.22 20:05

Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business. Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which reached 950M monthly active users). Our model APIs are processing 22B tokens/min (up from 16B+ last quarter) driven by our workhorse Flash models. We’re also seeing great adoption of Gemini Enterprise, used by 90% of the Fortune 100, as well as strong demand for our security solutions. Outstanding results and momentum, and such an exciting moment—thanks to all of our partners and employees around the world! 🙌 About to hop on the call!