Alphabet Inc Class A (GOOGL) — the earnings record

Long reads

• The Agentic Winners 25Dossier · $49 · 31 Mar 2026
• AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026The capital stock that the extreme scenario needs — 56% above its no-AI path by 2030, 14% in the substantial case — is being ordered now, and the ordering is itself a demand shock the model does not carry: Alphabet’s…
• Google and RSI — The Loop Nobody Has ClosedReport · 13 Sept 2026A DeepMind executive had already described Alphabet’s 2026 capital spending of $195–205 billion as a precursor to recursive self-improvement, because the loop needs compute to run experiments.
• Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026Three rhythmic series run alongside the dated events: Hyperscaler earnings (MSFT / GOOGL / META / AMZN, quarterly) — capex disclosures set NVIDIA's tape.
• AI Bull Market — The 2026 Verification PhaseReport · 20 Mar 2026Jan 29 Google (GOOGL) Gemini / GCP ROI Metric: Must show Google Cloud growth >35% to justify its massive AI CapEx.

Dailies

• Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026Software sits the relief out: the software ETF flat at $105.41, Microsoft −0.5% to $494.39, ServiceNow −0.8%, Amazon flat, Alphabet +0.3%, Apple +0.4%; the security names hold — Palo Alto +1.2%, Cloudflare +0.8%, CrowdStrike +0.5%…
• AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in TokyoMorning 10 · 15 Sept 2026Microsoft, Alphabet and Meta — the three that buy the most compute — closed up 2% to 3%.
• Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026The security group keeps its bid — CrowdStrike +2.9%, SentinelOne +2.3%, Zscaler +1.8% — and the buyers of compute give some back: Alphabet −1.6%, Amazon −1.5%, Apple −1.0%, Microsoft −0.8%.
• Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave backMorning 10 · 10 Sept 2026Among the largest names, Alphabet −2.3%, Amazon −1.8%, Microsoft −0.5%, Tesla flat; Apple −0.3% to $315.34 after unveiling the iPhone 18 Pro, the foldable iPhone Duo and the 2-nanometre A20 Pro chip.
• Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%Midday 10 · 10 Sept 2026Booking +1.4% and SpaceX +1.5% are bouncing after Wednesday’s 4% falls; Amazon and Alphabet are flat.
• Decision Time for the Semi ComplexDaily Pulse · 25 Aug 2026How the complex got to the line NVDA Mon −2.91% — the only red mega-cap MSFT +0.84% · GOOGL +0.94% · AMZN +1.33% · META +1.66% · AAPL +0.32% DRAM (memory) 54.28 −5.89% COHR 275.49 −4.85% · LITE 830.17 −4.22% · FN 421.14 −3.56% · AMAT…
• The buyback rally fades and the 30-year pushes back to 5.25%, but crypto answers louder — Bitcoin above 75,000 toward its best week since March 2024, BITW breaks a year-long wedge, and the yen's first falsifier line goes live at 158.83Morning 10 · 21 Aug 2026Hyperscalers Thursday: MSFT −0.65, GOOGL −1.17, AMZN −2.16, META −0.04, NVDA −0.33, AAPL −1.75.
• The advance fizzles into the stamp — Amazon +13, Apple −9, and a paradox in the breadthMidday 10 · 31 Jul 2026Alphabet +5% — the cohort re-rates without printing