Get them here FREE<\/a>.<\/p>\n The Capex Bill Is Coming Due <\/p>\n
The only thing I’d keep an eye on is cash. Capital expenditures hit $35.67 billion, up 107% year over year, and free cash flow fell to $10.12 billion, down 47%. Google Network revenue also slipped to $6.97 billion from $7.26 billion. Net income was flattered by $36.91 billion in unrealized equity gains, so do not anchor to that 81% figure.<\/p>\n
Search Carries the Quarter <\/p>\n
Key Figures<\/p>\n
Adjusted EPS: $5.11 (vs. $2.63 expected); a 94.1% beat<\/p>\n
Revenue: $109.90B (vs. $107.03B expected); up 21.8% YoY<\/p>\n
Operating Income: $39.70B; up 30% YoY<\/p>\n
Operating Margin: 36.1%, up roughly 2 percentage points<\/p>\n
Google Cloud Revenue: $20.03B; up 63% YoY<\/p>\n
YouTube Ads: $9.88B; up 11%<\/p>\n
Dividend: raised 5% to $0.22 per share<\/p>\n
You should look at Search revenue. A 19% growth print on a $60 billion line item is the quiet breakthrough of this report.<\/p>\n
Pichai Leans Into the Full Stack <\/p>\n
CEO Sundar Pichai said “2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business. Search had a strong quarter with AI experiences driving usage, queries at an all time high, and 19% revenue growth.” He also flagged that Gemini is processing more than 16 billion tokens per minute, up 60% from last quarter. The tone was confident without being promotional.<\/p>\n
Retail Checks In <\/p>\n
Sentiment online matched the stock’s move. A very bullish 88 score on r\/wallstreetbets coalesced around a viral post titled “1000% and chill,” where the author wrote, “thank you for the down payment, truck, and enjoy your old age as we approach 4000 days.” Long-term holders are taking a victory lap.<\/p>\n
Can Search Keep Defying the Bears? <\/p>\n
The story from here is whether AI Overviews and AI Mode keep compounding query growth without eroding ad load economics. With shares up 115% over the past year, expectations are no longer cheap. I’ll be watching Search monetization trends and the cadence of that $460 billion Cloud backlog converting into revenue.<\/p>\n
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks <\/p>\n
This analyst’s 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Quick Read Google (GOOG) reported Q1 EPS of $5.11 vs. $2.63 consensus, with Search revenue surging 19% to…\n","protected":false},"author":2,"featured_media":23596,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[24,15368,223,132,1429,2194,16205,3303,16206],"class_list":{"0":"post-23595","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-google","8":"tag-ai","9":"tag-ai-overviews","10":"tag-generative-ai","11":"tag-google","12":"tag-google-ai","13":"tag-google-cloud","14":"tag-googles-search-engine","15":"tag-revenue-growth","16":"tag-top-10-stocks"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/23595","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=23595"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/23595\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/23596"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=23595"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=23595"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=23595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}