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More to Read * I will have an Oracle earnings review out tonight and a Rubrik 2026 Investor Day review out
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Alphabet (GOOGL) Q1 2026 Earnings Review
Fantastic quarter. The search business is rocking, and obviously proving that AI applications are both incremental and easily monetizable. The slower YouTube advertising growth is by design, as Google favors premium subscriptions over...
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News of the Week (June 1-5, 2026)
Table of Contents * 1. Lemonade (LMND) – Co-Founder/CEO Daniel Schreiber Interviews with Piper Sandler * 2. Alphabet (GOOGL) – Capital Raise
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