Alphabet posted a $99.03B gain on equity securities in the second quarter of 2026.

Google stock faces a Q2 earnings test as investors watch cloud growth, AI progress, advertising trends, capital spending, and Gemini updates.

Alphabet may cut AI capex guidance due to falling free cash flow and tighter financing, raising debt, dilution, and credit risk.

Tesla, Google, Meta, Amazon, and Microsoft are losing billions in valuation.

Brent crude topped $100 as Middle East tensions escalated, while Alphabet and Tesla sold off on surging AI spending.

The Magnificent Seven technology stocks fell $767 billion in a single day, their largest one-day decline since April 2025, as earnings from Alphabet and Tesla raised doubts about the artificial intelligence trade.

Google, Amazon, Meta, and Microsoft will spend approximately $1 trillion on AI capital expenditures in 2027.

WTI crude oil surged 7% intraday, breaking above $93/barrel; Brent crude rose over 5% to $95.31/barrel.

Brent crude rises above $100/bbl while 10-year U.S. Treasury yield reaches an 18-month high; Nasdaq 100 declines as Alphabet and Tesla earnings raise concerns about AI spending sustainability.

Houthi attacks open a new front amid market selling; Google faces AI spending concerns; Tesla increases humanoid robot development spending.

Piper Sandler lowered its price target on Alphabet to $395 from $445.

Alphabet Q2 revenue ex-TAC was $103.62B vs estimate $101.07B; Google Cloud revenue $24.77B vs $22.46B; Google Ad revenue $81.63B vs $81.12B; Google Search & Other revenue $63.27B vs $63.28B; CapEx $44.92B vs $44.15B.

Alphabet Inc. appears undervalued at 24x forward P/E with AI capex expected to peak, potentially boosting free cash flow for buybacks or dividends.

Berkshire Hathaway's new leader added $10 billion in Alphabet shares, citing Warren Buffett's earlier preference for the tech company.

The Nasdaq Composite led US stocks to daily gains on Tuesday as chip stocks recovered from last week's sell-off, with investors focused on Big Tech earnings expected this week.

President Trump said he would handle a possible Red Sea blockade if it occurs.

Google plans to produce a new chip, as reported by The Information.

Google plans to deploy its Frozen V2 chips as early as 2028, according to The Information.

The Nasdaq is forming a descending triangle near a familiar support area that held in June and last week, with limited support until ~26k ahead of TSLA and GOOG earnings.