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Alphabet, Google Cloud

Google Cloud revenue is now 18% of Alphabet’s business. Is this the beginning of the end of Google’s search identity?

Search and advertising have been central to Google’s identity and business from day one. The booming demand for AI may be changing that.

The Information · 1d

Alphabet Revenue Soars 22%, With Strong Growth in Cloud, Search

MSN · 1d

Alphabet revenue tops expectations on record quarter for cloud unit

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Meta tanks 10%, Alphabet climbs 5% as each company raises capex spend

Alphabet 's stock surged on Thursday, lifting Google to its best month on Wall Street since 2004, after the company reported better-than-expected results, driven by soaring cloud revenue.

· 12h

Why Alphabet Jumped, Meta and Microsoft Slumped

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Why Alphabet won the Big Tech earnings night

· 19h

Alphabet beats on revenue, with cloud booming 63% and topping $20 billion

"Our enterprise AI solutions have become our primary growth driver for cloud for the first time in Q1," CEO Sundar Pichai told analysts on the earnings call.

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Alphabet's stock may eke out a gain ahead of earnings

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Analysts are bracing for declining Alphabet earnings

AI Was Supposed to Kill Google Search — Instead It Reignited Growth

Here’s What Happened Alphabet (NASDAQ:GOOG) reported Q1 FY2026 results after the close on April 29, 2026, and investors loved what they saw. EPS came in at $5.11 against a $2.63 consensus, revenue topped estimates,

Stock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth

On April 30, 2026, investors weighed Alphabet’s AI-fueled cloud surge against a massive multiyear infrastructure spending ramp.

13h

Alphabet Q1 2026: AI Isn't Killing Search, It's Making It Unstoppable

Alphabet Inc. delivered a transformational Q1 2026, with Search accelerating 19.1% YoY and Cloud revenue up 63.4%, driving a 6–7% after-hours rally. GOOGL’s core operating EPS beat was robust even after removing $2.

The Next Web

Pichai opens Cloud Next 2026 with $240B backlog, 750M Gemini users, and a plan to turn Search into an agent manager

Google Cloud hit $70B+ revenue, 48% growth, and a $240B backlog. Pichai says Search will become an agent manager. CapEx doubles to $185B.

Las Vegas Sun

Elastic Wins 2026 Google Cloud Partner of the Year Award for Marketplace Category for Data Management & AI

Elastic (NYSE: ESTC), the Search AI Company, announced it has received the 2026 Google Cloud Partner of the Year Award in the Marketplace category for Data Management & AI. This marks the fifth year Elastic has been recognized by Google Cloud,

Google Cloud databases are being rebuilt for the age of AI agents

It's clear that AI agents are only as good as the data behind them. Now, Google Cloud databases are being rebuilt to feed them.

TechCrunch

It isn’t your imagination: Google Cloud is flooding the zone

The $100 billion partnership between Nvidia and OpenAI, announced Monday, represents — for now — the latest mega-deal reshaping the AI infrastructure landscape and deepening the relationship between two of AI’s most powerful players. Meanwhile ...