Alphabet company headlines, earnings, strategy, leadership, and market-moving business updates.
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Google says its Gemini Robotics ER 2 is designed to act as a higher-level “reasoning” layer for robots, helping them break down and plan complex activities and operate across different robotic systems.
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Oracle shares jumped on Thursday after the company said its partnership with Google Cloud will expand the use of Google’s Gemini artificial intelligence models across enterprise software deployments, a move investors viewed as strengthening Oracle’s AI and cloud strategy.
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A market reaction that pushed Alphabet toward a level the stock has rarely visited is prompting fresh speculation about whether the next leg of valuation depends on one key figure investors are watching.
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A market read-through suggests investors are focusing less on AI headlines and more on the cost curve, with attention turning to Amazon’s results and the margins of AWS, its cloud business.
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Investors bid up Oracle as the company said Google Cloud is pushing Gemini AI deeper into Oracle’s business applications, underscoring how major database and ERP vendors are racing to embed generative AI into day-to-day workflows.
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The new feature lets people create custom, photorealistic concepts for real-world locations by typing prompts, combining Google Earth satellite, aerial, and 3D imagery with generative AI.
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A forecast tied to Alphabet’s depreciation schedule suggests the company could spend up to $205 billion this year, while the larger earnings headwind from depreciation is expected to show up later, beginning in 2027.
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Google says its Managed Agents in the Gemini API now run with Gemini 3.6 Flash by default and add new “environment hooks” that let developers validate, lint, or audit tool calls inside the API’s isolated sandbox, alongside budget caps and scheduled triggers.
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Google parent Alphabet said it is reorganizing research talent at DeepMind, ending a standalone AlphaFold team as it pushes its Gemini large language model more aggressively while maintaining ongoing work on protein-structure prediction.
