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For more, let's bring in Yorkville Ives partner Dan Ives and CBC contributor requisites Bin Talkington. Thank you both so much for being here. Um Dan, you think Alphabet is actually the best positioned of the hyperscalers and today is about proving it. Why do you think it's the best position and and what do you think it needs to do to actually prove it.>> I think it sets the tone for this tech earning season because when you think about what's happened on cloud, call it mid60% growth. This has really been a ...

Mike, we're seeing shares fractionally higher. It is a beat on revenue at 119.8% billion versus 116.93% billion that was expected for Q2 revenue. Now with EPS, this is a gap number of $911.We are not comparing that to the estimate here because in the quarter uh Alph saw $99 billion equity securities gain. Uh cloud revenue, this was the big question going into the print. We are seeing an 82% jump year-over-year to 24.8% billion versus a 22.24% 24 billion that is that was expected for cloud revenue.And I've a ...

Earnings szn starts again this week 👀Here are the top longs on Phantom right now:GOOGLE - 89.8% of traders are longTESLA - 88.3% of traders are longNVIDIA - 84.7.6% of traders are long https://t.co/jglcxSRmSN ...

JUST IN: Google $GOOGL reports $119.8 billion in revenue for Q2 2026, beating expectations. https://t.co/vLDgwphhVe ...

I think one of the most important things that we do is that we have the factory router which allows you to dynamically route to different models based on the task that you're doing. So if you're asking what the weather is, you probably don't need the very frontier of human intelligence to answer that for you. But also more importantly for every enterprise, something that no one's dealing with yet, but 12 months from now is going to be the case is not everyone needs the same tokens.Having a blanket token cap ...

>> LIVE FROM WASHINGTON, D. C. , THIS IS BALANCE OF JOE MATHIEU AND KAILEY LEINZ.JOE: THE HOUSE VOTES ON MORE MONEY FOR THE PENTAGON, AS THE PRESIDENT THREATENS ESCALATION. WELCOME, AS PRESIDENT TRUMP ATTENDS THE DIGNIFIED TRANSFER OF SOLDIERS KILLED LAST WEEKEND, AND SERVICE TO THEIR COUNTRY. CONGRESS CONSIDERS A SUPPLEMENTAL BUDGET REQUEST FOR BILLIONS MORE TODAY.I AM JOE MATHIEU ALONGSIDE KAILEY LEINZ IN WASHINGTON. THE PRESIDENT ON TRUTH SOCIAL THREATENING TO BOMB A BRIDGE OR A POWER PLANT FOR EVERY BOA ...

A dairy farm is a very complex biological system. You're dealing with many different elements like live animals, the weather, soil conditions. You have fluctuations in feed price, you have fluctuations in the milk price.I see a real big possibility for the agentic AI revolution. Welcome to The Farm Brain built by Gemini. The biggest challenges for a dairy farmer today are the big market forces.We always have to be at the top of our game in order to stay in business. We're using Gemini's latest flash model t ...

So that Alphabet print really setting the bar for the next wave of AI spending with nearly every major analyst sharply raising hyperscaler CapEx estimates in recent weeks. Now Alphabet already more than doubled CapEx last quarter and Bank of America now sees spending reaching a hundred ninety-five billion this year and nearly three hundred billion next year. But with hyperscaler CapEx collectively consuming ninety-eight percent of operating cash flow, the street needs proof the demand is catching up.Alphabe ...

But let's begin with Alphabet's results due out after the bell today. The entire AI trade, not to make too much of it, but the entire AI trade is poised to rise or fall depending on what they say about their future capital spending plans. Mackenzie Sagalos has more for us in today's tech check.McKenzie Kelly, there is a lot writing on Alphabet tonight for the stock itself and for the rest of the MAG 7 companies being punished for aggressive AI spending. Last month's record hyperscaler sell-off only intensif ...