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Daily Report : (PDF) Alphabet의 Q2 2026 어닝 리포트 : 매출 24% 및 Cloud 부문 82% 급증
1. (PDF) Alphabet 2026년 2분기 어닝 리포트 : 매출 24% 및 Cloud 부문 82% 급증에도 설비투자 우려로 주가 하락실적 호조와 Cloud 부문 성장: Alphabet의 2026년 2분기 매출은 전년 동기 대비 24% 증가한 1,198억 달러를 기록했으며, Cloud 사업부 매출이 82% 급증한 248억 달러를 달성하며 시장 예상치 상회.Capex 상향 조정과 Free Cash Flow 적자 전환: AI 인프라 확충을 위해 2026년 전체 Capex 전망치를 최대 2,050억 달러로 상향 조정함에 따라 Free Cash Flow가 음수로 전환되며 주가 하락 압력 가중.AI 경쟁 격화와 Search 광고 사업 방어: Flagship 모델인 Gemini 3.5 Pro 출시...
(PDF) Earning Report : Alphabet Q2 2026 Earningst - Revenue Up 24%, Cloud Surges 82%
The company’s cash flow turned negative and its capex forecast entered ‘scary territory,’ overshadowing red-hot cloud revenues.Alphabet shares fell after the company raised its capital expenditures forecast to a range of $195 billion to $205 billion.Alphabet reported second-quarter revenue grew 24% to $119.8 billion and cloud division revenue rose 82% to $24.8 billion.Alphabet’s free cash flow turned negative, a trend the company’s finance chief said would continue as it deepens its investments in AI.Wall Street’s tolerance for artific...
(Video) New Robotic Hand Lifts 55 Pounds While Handling Fragile Items With Human-Like Skill
Mimic Hand M1 Places Actuators In The Forearm, Using Pulleys And Tendons For Compact, Human-Inspired Motion.Swiss robotics startup Mimic Robotics has unveiled the Mimic Hand M1, a dexterous robotic hand designed to replicate human hand movements for factory automation.The tendon-driven hand houses its actuators in the forearm, enabling a compact design while delivering enough strength to handle significant payloads.The hand also combines high-resolution force sensing with pressure-sensitive fingertips that detect normal and lateral forces, a...
(PDF) Mckinsey - From Campaigns To Continuous Growth : AI Capabilities Shaping Marketing
Capabilities built around insights, creativity, personalization, agentic commerce, and orchestration form the five core pillars of the future of marketing.Consumer behavior has crossed a structural point of no return, fundamentally rendering traditional campaign-era marketing obsolete. A report published in June 2026 by McKinsey & Company, titled *From campaigns to continuous growth: AI capabilities shaping marketing*, reveals that modern shoppers now interact with twice as many channels as they did a decade ago, with nearly half using A...
Dentsu Hong Kong - Silver Is The New Gold
Silver Is the New Gold: dentsu Hong Kong Reveals the Untapped Spending Power of Hong Kong’s Affluent Silver Generation. As brands continue competing for the attention of Gen Z, a new report from dentsu Hong Kong suggests one of Hong Kong’s most commercially attractive audiences may have been hiding in plain sight. The latest report, Silver is the New Gold, finds that nearly two million Hongkongers aged between 55 and 70 now represent one of the city’s largest and most financially empowered consumer segments. With average investible assets...
This Texas Startup Wants to Reinvent Desalination With a Spinning Membrane
Eden Tech’s centrifuge-based system aims to cut energy use, recover more water, and create value from leftover brine.As water scarcity intensifies across the globe, desalination has long been viewed as a necessary—if imperfect—solution. Now, a Texas-based startup, Eden Tech, is attempting to fundamentally rethink the process with a novel approach that could make desalination more energy-efficient, environmentally sustainable, and economically viable.The company’s origins trace back to founder Hunter Manz’s childhood in Las Vegas, where...
Can AI Make Better Drugs? Not On Wall Street’s Timeline
The Technology Has Arrived In The Drug Lab. But Should Investors Pay Up For It?Artificial intelligence has proven it can speed up what humans already know how to do: write software, summarize earnings calls and automate routine tasks.Whether it can help discover what humans don’t yet know is the trillion-dollar question. Nothing would validate AI’s promise more than improving the process of creating medicines for diseases like Alzheimer’s and cancer.Yet drug development is also where AI collides with the stubborn reality of human biology....
Why Consumers Are Ditching Polyester for Natural Fibres
The material has become a lightning rod on social media as shoppers reject synthetics and seek out clothes made from natural fibres. The reasons go beyond consumers viewing polyester clothing as cheap or poor quality.A growing shift is underway in the global fashion market as consumers increasingly turn away from synthetic materials like polyester and embrace natural fibres such as cotton, linen and wool. Once a niche concern largely confined to sustainability advocates, fibre composition has now become a mainstream purchasing consideration,...
SAM Might Be The Most Human Thing Samsung Has Finally Built
Most conversations about aging and technology eventually circle back to the same frustrating gap: the tools we build for older people rarely feel like they were designed with older people in mind. They’re functional, clinical, and often carry the visual language of a hospital supply catalog. SAM, a concept robotic mobility aid designed by David Webber for Samsung, feels like a direct response to that problem, and it’s the kind of design thinking I genuinely want more of. At first glance, SAM looks like it belongs on a near-future film set....