On July 27, Alphabet rose 3.03% in regular trading, trading at $327.8/share, with turnover of $1.3 billion. Multiple positive catalysts converged to boost market sentiment following last week's sharp selloff driven by capital expenditure concerns.

On the earnings front, Google Cloud posted Q2 revenue of $250 billion, surging 82% year-over-year and significantly outpacing growth at AWS and Azure. Operating margin climbed to 36%, matching AWS, demonstrating that massive AI investments are translating into tangible revenue growth. Meanwhile, US June core capital goods orders rose 0.9% month-over-month, beating economists' expectations of 0.7%, while shipments surged 1.9%, far exceeding the 0.6% forecast. This macro data confirms robust AI-driven enterprise investment activity, helping ease concerns about prolonged payback periods for tech giants' capital expenditures.

The broader cloud computing sector rallied in tandem, with Oracle rising over 5%, Microsoft gaining over 2%, and CoreWeave and NEBIUS each climbing nearly 2%, reflecting sector-wide optimism around AI monetization momentum.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)