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[BUSINESS] · United States · 100 sources

Part of situation: AI Giants Facing Investor Scrutiny (2 clusters)

Alphabet posts 24% revenue growth, cloud up 82% as AI spending jumps

Alphabet earnings Google Cloud revenue AI spending capex forecast Gemini AI

Alphabet reported second‑quarter 2026 revenue of $119.8 billion, a 24% year‑over‑year increase, and earnings per share of $9.11, well above analysts’ forecasts. Net income rose to $112.1 billion, driven largely by $98 billion in unrealized gains on equity investments.

Google Cloud generated $24.8 billion in revenue, up 82% from a year earlier, with operating income climbing to $8.8 billion and a backlog of $514 billion. The company raised its full‑year capital‑expenditure outlook to $195‑$205 billion to fund AI infrastructure, leading to a negative free‑cash‑flow of $5.9 billion for the quarter.

Despite beating expectations, Alphabet’s shares slipped about 3% in after‑hours trading amid investor worries over the massive AI spend. CEO Sundar Pichai highlighted broad AI adoption – nearly 90% of the Fortune 100 use Gemini Enterprise and the Gemini app has 950 million monthly active users – and said the AI investments are “redefining what’s possible across every part of our business.”

Sources

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Alphabet, dona do Google, lucra US$ 112 bilhões no segundo trimestre [valor.globo.com]
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Alphabet, la société mère de Google, enregistre une forte hausse de ses bénéfices grâce à l'essor de l'IA [fr.businessam.be]
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Google ułatwia ucieczkę z iOS. Przeprowadzka na Androida prostsza niż kiedykolwiek [www.instalki.pl]
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about 14 hours ago
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Google-Mutter pumpt noch mehr Milliarden in KI-Rechenzentren | cash [www.cash.ch]
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about 2 hours ago
Anthropic and SpaceX just handed Google the biggest profit quarter in company history—on paper [dnyuz.com]
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Alphabet Falls 5% as $205B AI Capex Tops Cloud Beat [easternherald.com]
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Alphabet beats Q2 estimates as cloud revenue surges and Gemini usage grows [investinglive.com]
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Haufe Group steigert Umsatz in anspruchsvollem Marktumfeld um sieben Prozent - Mittelstand Cafe [www.mittelstandcafe.de]
about 2 hours ago
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about 3 hours ago
Tesla verfehlt Börsenerwartungen: Gewinneinbußen und hohe Kosten [www.zdfheute.de]
about 1 hour ago
Alphabet steigert Umsatz kräftig [www.inside-it.ch]
about 2 hours ago
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about 5 hours ago
Alphabet steigert Umsatz um 24 Prozent [www.itreseller.ch]
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Alphabet překonal odhady. Poptávka po AI je enormní, cloud vykázal více než 80procentní růst [www.patria.cz]
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YouTube-Umsatz steigt auf 11,055 Milliarden [www.quotenmeter.de]
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Google's Q2 earnings of $112. 11B beat Wall Street's expectations on AI boom [www.kob.com]
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Google’s Q2 earnings of $112. 11B beat Wall Street’s expectations on AI boom [www.newindianexpress.com]
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Alphabet Google Ad Revenue Up 14. 5% [www.seroundtable.com]
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