July 22, 2026-Q2 earnings release: 🚨 $GOOG / $GOOGL Q2 Earnings Results 🚨 Alphabet crushed top-line numbers, but massive CapEx plans triggered an after-hours selloff. By The Numbers: • Revenue: $119.8B (+24% YoY) • Google Cloud: $24.8B (+82% YoY surge) • Search Revenue: $63.3B (+17% YoY) • CapEx: $44.9B in Q2 (+100% YoY) The Takeaway: Cloud & Search AI adoption are firing on all cylinders, but Wall Street is digesting the massive spending ramp to build out AI infrastructure. Regardless of short-term pullbacks, Alphabet’s aggressive capital expenditures guarantee heavy orders for key hardware & infrastructure suppliers. Primary Beneficiaries: • $NVDA (AI compute GPUs) • $AVGO (Custom TPU partner) • $SMCI (Server infrastructure) • $ANET (Data center networking)
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