This Google earnings release makes all the fear in semis from the past month look hilariously stupid.
They will all print crazy earnings, from $Lumentum(LITE.US) to $Coherent Corp.(COHR.US) to $Sandisk(SNDK.US) to $Nebius(NBIS.US).- Cloud revenue growth is accelerating- Gemini 950M MAUs vs. 750M in Q1- Raise 2026 capex guidance to ~$200B from ~$185BDon't forget who held your hand through choppy waters, anon.The copyright of this article belongs to the original author/organization.
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