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ARRIWYKS
#AlphabetQ3CloudAndAI
Google Cloud $15.15B (Q3 25) -> $24.77B Q2 26 +82% YoY -> Est Q3 $29.15B +92% -> Beat $29.57B +95% YoY. Fastest of 3 hyperscalers.
TPU kicker: Oracle first external buyer, TD Cowen sees $9.4B TPU sales 2H26 -> $62.5B 2027. Gemini 4 Argon + enterprise agent adds catalyst.
Total rev est $127.9B +25% YoY, EPS $3.03, ex-TAC $111.8B +28%. Capex $195-205B in focus — backlog $514B question
GOOGLx $316 -> $340 breakout, talk +295K, vol surge on cloud beat. Buy dip risk was 6%
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