2026-07-24 13:04 UTC · QUOTES VIA STOOQ
NVDA -0.36% · C +0.09% · SNOW +1.08% · ADBE +1.38% · GOOG -0.02% · MSFT +1.19% · AMD +1.17% · PLTR +0.88%
Alphabet Q2 revenue hit $119.8B with Cloud at $24.8B; Intel posted its fastest growth in 15 years as Data Center & AI surged 59% to $6.3B.
Lisa Su unveiled the first x86 CPU on TSMC's 2nm node and a $5.25M Helios rack the same afternoon Intel reported Q2 results, framing a 12-month competitive gap.
Google Cloud accelerated to 82% growth on TPU and AI infrastructure demand — then Alphabet raised full-year capex guidance for the second time this year.
Alphabet's Q2 2026 report is the season's first hyperscaler read. Options imply a 5.3% swing on cloud growth, capex trajectory, and whether free cash flow keeps compressing.
Q2 revenue beat consensus by $2.9B and Google Cloud printed $24.8B against a $22.4B Street bar; shares slipped on the analyst call as capex guidance jumped.