criadaFL @criafarialima - Twitter Profile

Google RAISED its FY26 CapEx guide to $195B-$205B, up from $180B-$190B, citing accelerated capacity deliveries to meet stronger demand. $GOOGL expects only a small portion of revenue from existing TPU system sales agreements to be recognized in 2026, with the vast majority coming in 2027. Due to supply constraints, it will expand the use of third-party capacity in Q3 as a temporary bridge, which is expected to create modest near-term margin pressure.

wallstengine's tweet photo. Google RAISED its FY26 CapEx guide to $195B-$205B, up from $180B-$190B, citing accelerated capacity deliveries to meet stronger demand.

$GOOGL expects only a small portion of revenue from existing TPU system sales agreements to be recognized in 2026, with the vast majority coming in 2027.

Due to supply constraints, it will expand the use of third-party capacity in Q3 as a temporary bridge, which is expected to create modest near-term margin pressure.

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criaFariaLima retweeted

WOLF @WOLF_Financial

10 days ago

JUST IN: GOOGLE $GOOGL JUST REPORTED Q2 EARNINGS: CLOUD GREW 82% AND NET INCOME TRIPLED, WITH A $98B ASTERISK The quarter: - Revenue: $119.8B, +24%, vs roughly $120.4B expected 🔴 - EPS: $9.11, up 294%, but a $98B unrealized gain on equity investments added $6.26 of that, per the release's own footnote. Strip it out and EPS lands near $2.85 - Operating income: $40.8B, +30%, margin up 2 points to 34% The AI monetization case: - Google Cloud: $24.8B, +82%, a sharp acceleration - Cloud operating income: $8.8B vs $2.8B a year ago, margin up from about 21% to about 36% - Search & other: $63.3B, +17%. YouTube ads: $11.1B, +13% - Gemini: 22B API tokens per minute, 950M monthly app users, nearly 90% of the Fortune 100 on Gemini Enterprise The bill for it: - Capex: $44.9B this quarter, double a year ago - Free cash flow: negative $5.9B for the quarter - Buybacks: zero. Google instead raised $49.6B in a June stock sale, citing AI infrastructure and global compute among the uses, set up a $40B at-the-market program, and issued $20.3B of senior notes Cloud margins say the AI spend is monetizing. The financing says the spend is only getting bigger.

WOLF_Financial's tweet photo. JUST IN: GOOGLE $GOOGL JUST REPORTED Q2 EARNINGS: CLOUD GREW 82% AND NET INCOME TRIPLED, WITH A $98B ASTERISK

The quarter:
- Revenue: $119.8B, +24%, vs roughly $120.4B expected 🔴
- EPS: $9.11, up 294%, but a $98B unrealized gain on equity investments added $6.26 of that, per the release's own footnote. Strip it out and EPS lands near $2.85
- Operating income: $40.8B, +30%, margin up 2 points to 34%

The AI monetization case:
- Google Cloud: $24.8B, +82%, a sharp acceleration
- Cloud operating income: $8.8B vs $2.8B a year ago, margin up from about 21% to about 36%
- Search & other: $63.3B, +17%. YouTube ads: $11.1B, +13%
- Gemini: 22B API tokens per minute, 950M monthly app users, nearly 90% of the Fortune 100 on Gemini Enterprise

The bill for it:
- Capex: $44.9B this quarter, double a year ago
- Free cash flow: negative $5.9B for the quarter
- Buybacks: zero. Google instead raised $49.6B in a June stock sale, citing AI infrastructure and global compute among the uses, set up a $40B at-the-market program, and issued $20.3B of senior notes

Cloud margins say the AI spend is monetizing. The financing says the spend is only getting bigger.

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criadaFL

@criaFariaLima

10 days ago

5% yield em dolares para 30 anos ... Bond yields are looking mighty tempting. https://t.co/mk8CF1OThg via @brewmarkets

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criadaFL

@criaFariaLima

10 days ago

Alphabet (GOOGL) com bom resultado! https://t.co/bndJNmE6A4

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criadaFL

@criaFariaLima

10 days ago

Reddit stock sinks on report it may not renew Google AI content deal https://t.co/4wGawaEAuu

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criadaFL

@criaFariaLima

10 days ago

@lockjoshua @zerohedge Probably before

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criadaFL

@criaFariaLima

10 days ago

From housing to restaurants, costs have skyrocketed as wealthier transplants moved into the area. https://t.co/uVjza5W1sF via @MorningBrew

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criaFariaLima retweeted

TrendSpider @TrendSpider

11 days ago

BREAKING: Supermicro $SMCI just released a preliminary update for their Q4 earnings and is RIPPING +20% in after-hours 🔥 The company stated they expect gross margins to be 15-17%, roughly DOUBLE the expected 8.2-8.4% They also received over $60B in new orders in Q4, more than all of their revenue in the past 2 years.