Service Now delivered a strong quarter with accelerating revenue growth and significant AI adoption, despite a 50% drawdown from its highs.
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Here's What I'm Actually Doing After Google's Earnings
Jul 23, 2026
The creator discusses Alphabet's (Google) recent earnings report, noting the stock's post-earnings dip despite strong performance, particularly in Google Cloud. The creator believes the stock is becoming more attractive at current levels and highlights the company's strong position in AI and related fields, despite a temporary dip in free cash flow due to investment.
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Cipher is mentioned as a NeoCloud player that is currently trading red.
Core Scientific is mentioned as a NeoCloud player that is currently trading red.
Microsoft is mentioned as a company that could be impacted by Google's earnings call, and is currently trading flat.
Apple is mentioned as a company that could be impacted by Google's earnings call, and is currently trading flat.
Nvidia is mentioned as a company that could be impacted by Google's earnings call, and is currently trading flat.
Meta is mentioned as a company that could be impacted by Google's earnings call, and is currently trading down.
Amazon is mentioned as a company that could be impacted by Google's earnings call, and is currently trading down.
Alphabet (Google) is becoming more attractive as its stock approaches the weekly 50-day moving average, and the creator views it as a top company for AI exposure.
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