$Alphabet(GOOG)$ Q2 earnings are out, and it's clear the AI momentum is accelerating. Alphabet had a strong quarter, with AI investments driving growth across multiple areas. Key numbers: - Revenue grew 24% YoY. - Google Cloud accelerated to 82% growth. - The Gemini app reached 950M monthly active users. - Model APIs are now processing 22B tokens/min, up from over 16B last quarter. - Gemini Enterprise adoption continues to expand and is now used by 90% of the Fortune 100. The takeaway is that AI demand is shifting from experimentation into real enterprise adoption. Strong Cloud growth, expanding AI usage, and rising demand for security solutions all support the long-term thesis for AI infrastructure. Looking ah
$Alphabet(GOOG)$ Google is scheduled to report earnings after the market closes. The options market is pricing in a move of about 5.4% in either direction, which suggests a potential post-earnings range around $329.75 to $367.45. Looking at recent reactions: Q1 2026 saw a +10.0% move, Q4 2025 was -0.5%, Q3 2025 was +2.5%, and Q2 2025 was +1.0%. It looks like today could bring higher-than-usual volatility for the stock.
$Meta Platforms, Inc.(META)$ I picked up some $700 calls for a pretty low price heading into Google's earnings. Whoever sold those to me gave a nice discount.
$Alphabet(GOOG)$ The fact that this isn't being pumped up ahead of earnings means they could have a really strong report. Usually you see a run-up into the numbers and then a sell-off just before. But when it's quiet like this, it often leads to a big move up after earnings, maybe to the $370-$390 range. That's how I see it.
$Amazon.com(AMZN)$ This seems pretty straightforward. The early dip doesn't change the outlook. I think it'll turn positive. Following the $Alphabet(GOOG)$ announcement, we could see a significant move up after Wednesday. AI revenue streams are expected to start coming in.
$Meta Platforms, Inc.(META)$ There are multiple catalysts at play here. The FIFA World Cup has definitely boosted engagement and ad spend on the platform. There's also the data center play and the newer models from Meta's AI labs. All these factors could lead to great earnings for this quarter.
$Alphabet(GOOGL)$ Google continues to demonstrate why its long-term story remains compelling. The company's operating income is on a path to nearly double over a four-year period, from $74B in 2022 to a projected $138B in 2026. That's roughly an 86% increase, highlighting the scale of what's been built. While the market has been heavily focused on AI spending, the key question is whether that investment can keep translating into stronger margins and cash flow. The numbers so far seem to be pointing in that direction. It's worth watching how investors respond as expectations keep climbing. Even great companies need to execute well. The situation is certainly getting more interesting.
Alibaba ($Alibaba(BABA)$ ) just launched its flagship Qwen3.8 Max model over the weekend. According to Bloomberg reports, it matches frontier models globally, ranking second only to Anthropic's Fable 5. From where I stand, this looks like a significant catalyst. There could be a lot of institutional interest and volume moving into the tech sector, which might put some pressure on short positions.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ This Bloomberg article doesn't seem to offer anything new. We already knew the Gemini 3.5 Pro launch was delayed by about two months, as that was mentioned back in mid-May. It's now mid-July. The report's frustrated tone is attributed to "10 current and former employees." That feels like it could just be a few comments from the Blind app, where you can't really tell who's current and who's former. To me, this looks like a pretty obvious attempt to push the stock lower before earnings, especially with options expiring today.