GOOGL News

R40 coverage and dated third-party headlines for Alphabet Inc. (GOOGL).

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R40 Coverage

News Aug 2, 2026

Alphabet's Rule of 40 Moved Six Hundredths of a Point in a Year. Both Halves Moved More Than Ten.

Alphabet scored 19.29 on the Rule of 40 for the June quarter of 2025 and 19.35 for the June quarter of 2026. Underneath that stillness revenue growth gained 10.44 points and free-cash-flow margin lost 10.38, almost exactly cancelling. The company traded cash for growth close to one for one and the composite recorded nothing — which is a blind spot our own explainer does not list, because a sum cannot show you a trade.

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News Jul 30, 2026

The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)

Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.

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News Jul 22, 2026

Alphabet Q2 2026: Cloud Grew 82% and Margins Expanded — Stock Fell 7% Anyway

Alphabet beat every headline number — revenue, Cloud growth, margins — and still fell from $374 to $320 in two days on a record capex bill, a $1B EU fine, and an EPS number inflated by one-time gains. We separate the real signal from the noise.

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News Feb 6, 2026

The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race

The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.

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Markets