Alphyn Capital Report: Google's Q1 revenue growth exceeded 20%, Google Cloud grew over 60%, and the 2026 capital expenditure guidance was raised to $180-190 billion.
Investment management firm Alphyn Capital Management noted in its Q2 2026 letter to investors that Google (Alphabet Inc.) reported over 20% revenue growth in Q1, with Google Cloud growing over 60% and its backlog nearly doubling. Additionally, Google raised approximately $85 billion through equity financing in June and increased its 2026 capital expenditure guidance to $180 billion-$190 billion. The firm believes that Google's vertically integrated AI technology stack continues to be a tailwind for its core business.
No AI analysis yet. Tap the "AI Analysis" button above to generate one now.
Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
24H Trending
-
1
U.S. embassies tighten security as DNI director Jay Clayton warns Iran is in "advanced stages" of planning attacks against Americans; oil prices soar
-
2
Former Hedge Fund Manager: Retail Investors Not More Sophisticated Than 30 Years Ago, Should Favor Index Funds
-
3
Google quietly updated its privacy policy, effective Oct. 16, to allow connected Gmail, Drive, and Photos data to personalize ads when users opt into its Personal Intelligence AI features.
-
4
UN and human rights organizations condemn Israeli evictions in Hebron, while Israeli ministers express support.
-
5
NYSE parent ICE backs 24/7 stock token trading, bypassing Wall Street's conventional pricing rules.
-
6
Al Jazeera: Israeli gunfire killed a Palestinian man in the al-Musadder area of central Gaza; his body has been transferred to Al-Aqsa Martyrs Hospital.
-
7
Bulgarians are voting in a presidential election today
-
8
UAE's oil supply rebounded to a record high of 5.3 million barrels per day (bpd) in September
-
9
SOFI Coin Analysis: What are SoFiUSD and SoFi Earn? How to Trade on the SoFi Platform?
-
10
Lookonchain monitoring: A whale holds a long position of 93,184 ETH (approximately $214 million), with liquidation prices at $2,256.45 and $2,226.53 if the market continues to fall.
Markets Today
Recommended Reading



