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PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-googl-q2-2026-earnings-ai-capex-search-cloud-guidance@catalyst-calendar.local
DTSTAMP:20260720T200648Z
DTSTART:20260723T200000Z
DTEND:20260723T203000Z
SUMMARY:美股云计算巨头Q2 2026 AI资本开支财报窗口
DESCRIPTION:Alphabet、Meta、Microsoft等云和平台巨头将在7月下旬进入Q2/FY4Q 2026财报披露窗口；官方页面已披露上一季度业绩和材料，部分下一次日期仍未正式确认。该窗口关注AI资本开支、云收入增速、广告需求和自研芯片/数据中心供给。\\nImpact score: 81\\nExpected: 验证市场对AI资本开支、云收入增速、广告变现和数据中心投资回报的核心假设，可能影响纳指、半导体、服务器和电力基础设施链条。\\nAffected: GOOGL(subject\, mixed\, score 86)\; GOOG(subject\, mixed\, score 86)\; META(subject\, mixed\, score 82)\; NVDA(supplier\, mixed\, score 78)\; QQQ(etf\, mixed\, score 72)\; MSFT(peer\, mixed\, score 70)\\nSources: Wall Street Horizon Alphabet Earnings Calendar: https://www.wallstreethorizon.com/alphabet-earnings-calendar\\nAlphabet earnings page: https://abc.xyz/investor/earnings/\\nAlphabet Q1 2026 earnings call: https://abc.xyz/investor/events/event-details/2026/2026-Q1-Earnings-Call-2026-nW8kCrBAKS/default.aspx\\nAlphabet Investor Relations: https://abc.xyz/investor/\\nAlphabet Q1 2026 earnings release PDF: https://s206.q4cdn.com/479360582/files/doc_financials/2026/q1/2026q1-alphabet-earnings-release.pdf\\nYahoo Finance GOOGL Earnings Calendar: https://finance.yahoo.com/calendar/earnings?symbol=GOOGL\\nAlphabet Q1 2026 results SEC exhibit: https://www.sec.gov/Archives/edgar/data/1652044/000165204426000043/googexhibit991q12026.htm\\nMarketBeat GOOGL earnings calendar: https://www.marketbeat.com/stocks/NASDAQ/GOOGL/earnings/\\nAlphabet Investor Relations News: https://abc.xyz/investor/news/default.aspx\\nAlphabet investor presentation June 2026: https://blog.google/alphabet/investor-presentation-june-2026/\\nAlphabet Investor Relations events: https://abc.xyz/investor/events/\\nMeta Q1 2026 Results: https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/default.aspx\\nMicrosoft Investor Relations Home: https://www.microsoft.com/en-us/investor/default\\nWall Street Horizon Meta Earnings Calendar: https://www.wallstreethorizon.com/meta-earnings-calendar\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-googl-q2-2026-earnings-ai-capex-search-cloud-guidance
CATEGORIES:earnings\,US\,earnings\,AI capex\,cloud\,digital ads\,AI search\,capex\,advertising\,AI\,Google Cloud\,ads\,AI-capex\,search\,Mag7\,hyperscalers
SEQUENCE:0
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ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 美股云计算巨头Q2 2026 AI资本开支财报窗口
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ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 美股云计算巨头Q2 2026 AI资本开支财报窗口
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