---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42873121.md"
description: "Here it comes, the first day of the earnings explosionThe financial calendar analysis agent mentioned last time that it could provide post-earnings interpretation, so I quickly asked it about the latest earnings report for $Alphabet - C(GOOG.US)Three key highlights:1. Google Cloud accelerating its boom (YoY +82%) 👉 Strong demand for enterprise AI infrastructure2. AI tools landing — Antigravity users surging vs. Gemini 3.5 Pro delayed [Risks cannot be ignored]3. Capital expenditures hit a new high again (full-year guidance $195-205 billion) 👉 Backing the upstream supply chain"
datetime: "2026-07-23T03:39:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42873121.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42873121.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42873121.md)
author: "[正在暴富](https://longbridge.com/en/profiles/2077350904665735168.md)"
---

# Here it comes, the first day of the earnings explo…


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- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
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- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)

## Comments (3)

- **Wanner's gold coin · 2026-07-23T08:03:01.000Z**: Feels like a mixed bag, but in the current environment, staying stable is considered a good outcome.
- **正在暴富 · 2026-07-23T06:59:39.000Z**: TPU Self-developed Chips: Not Just "Substitution," But a "Profit Defense War"• Directly targeting NVIDIA's GPUs (such as H200/B200)• Only by pairing with Google's self-developed Jupiter high-speed network and liquid-cooled data centers can the cluster's power be fully unleashed The k
- **正在暴富 · 2026-07-23T03:42:32.000Z**: Continue to explore Google Cloud, the fastest-growing segment this time, focusing on the parts directly related to AI.