🚨 Alert #478 Wed Jul-22 17:20:42

Google earnings live updates: Alphabet's AI outlook, cloud growth in focus

cnbc.com · Wed Jul-22 17:00:01 published · Wed Jul-22 17:20:42 alerted · alerted 20m after publish · read at www.cnbc.com ↗ · earnings · mat 85

Alphabet is reporting its fiscal second-quarter earnings after the bell, with investor focus on AI capital expenditures, cloud growth, and the performance of its Gemini models.

🎯 Tickers & verdicts

ticker	direction	verdict	since close	30m	day lo	day hi
primary GOOGL	· unclear	FRESH	+0.38%	+0.17%	325.51	349.70
NVDA	· unclear	PRICED	+3.21%	+0.72%	204.56	214.40
peer MSFT	· unclear	PRICED	-2.34%	-0.17%	386.37	399.90
AMD	· unclear	PRICED	+2.29%	+0.42%	527.05	560.00
META	· unclear	PRICED	-2.27%	-0.17%	617.94	646.85
AMZN	· unclear	PRICED	-1.51%	0.00%	240.00	248.50

🧭 Decisions

strategy	ticker	action	side	rationale
S1	GOOGL	○ skip	—	direction unclear for GOOGL → close -1.56%
S2	-	○ skip	—	no counterparty in universe
S3	MSFT	○ skip	—	direction unclear for MSFT → close +0.35%
S4	GOOGL	○ skip	—	direction unclear for GOOGL

📈 Trades

no trades spawned

📖 Glossary

S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
FRESH — |move since previous close| < 1.0%: a genuinely new move.
materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.

← #477 · #479 → · 📅 2026-07-22 day report