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Headboy
Alphabet Q3 mixed = +241% debate on Orbit.
Revenue $127.6B +25% vs $128.2B est miss, EPS $2.12 vs $3.02 on $8.7B equity loss. Cloud hero: $30.7B +103% vs $29.15B est, op income $11.1B vs $9.8B (+209% YoY) on TPU sales.
Ads drag: $82B total vs $83.5B est, Search $63.35B +12% vs $65B, YouTube $11.21B +9% vs $11.4B. Query growth 5yr high but AI Mode monetizes less per Schindler. Capex $51.4B vs $55.2B est, FCF -$9.07B 2nd qtr negative, $200B capex 2026. Stock -10% to $289.
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