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Baron Capital's Q2 2026 letter highlights increased GOOGL stake, citing explosive AI/cloud growth, record token processing, Gemini adoption, and unmatched vertical integration across TPUs, models, an…
Alphabet beat Q2 estimates with 24% YoY revenue growth and accelerating Cloud growth (82% YoY), but raised capex guidance to $195-205B, sparking near-term margin concerns despite strong AI-driven fun…
Wedgewood Partners praised Alphabet as a top Q2 2026 contributor, citing 19% Search growth, 63% Cloud growth, 30% operating income growth, and strong returns on capital plus valuable stakes in SpaceX…