MediaHeat glassbox · July 2026

Google/Alphabet

Editorial score: T −2 · 33 scored stories.

Google: produto a jato, confiança em queda livre.

Produto dominou: Gemini em Chrome, Mac e robôs, Waymo em novas cidades, modelos mais baratos. Mas confiança despenca — treino de dados sem consentimento, processos de editoras, regras da UE. E o 3.5 Pro atrasado vira alvo de rivais.

Evidence

• Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July — yahoo.com
• FactSet Partners with Google Cloud (GOOGL) to Integrate Gemini AI into Financial Platform — yahoo.com
• Google Just Launched 2 New AI Models. What That Means for GOOGL Stock. — yahoo.com
• Google Now Uses Your Uploaded Search Media To Train AI — engadget.com
• Waymo Releases Apples-To-Apples Incident Data, It Speaks To Regulation — forbes.com
• Waymo Plans to Expand Driverless Cars to 4 More Major Cities This Year — cnet.com
• Accenture and Alphabet (GOOGL) Launch Agentic AI Solutions for Mid-Market Firms — yahoo.com
• Google Search Services History may save your media to train AI models — foxnews.com
• Gemini in Chrome is rolling out in the UK. — theverge.com
• Google is training AI on even more of your data now, unless you opt out - here's how — zdnet.com
• Hatchette and Elsevier Sue Google for Using Their Work to Train AI — gizmodo.com
• Three Publishers Challenge Google Over AI Copyright Infringement — engadget.com
• Alphabet shares fall on report its most powerful AI model Gemini 3.5 Pro is delayed — cnbc.com
• EU forces Google to share search data and open Android to rival AI companies — abcnews.com
• Gemini 3.5 Pro was supposed to launch in June, but it's still not out. — theverge.com
• Google takes aim at Canva and Adobe as its AI image editor Pics gets an official rollout date — techradar.com
• Parag Agrawal's Parallel Partners With Google Cloud for AI Tools — businessinsider.com
• Apple and Google ordered to take down AI "nudify" apps. — theverge.com
• Fortune Tech: EU's new Google rules, Wonder IPO, TSMC's $100B investment — fortune.com
• Waymo appears to pause San Francisco service amidst power outage — techcrunch.com
• Google expands Gemini lineup with cheaper models and new Mythos rival — cnbc.com
• Google Introduces Gemini 3.6 to Remind You It Has an AI Model, Too — gizmodo.com
• Google launches a cheaper alternative to large AI security models like Mythos — theverge.com
• Google Releases 3 New Gemini Models, 3.5 Pro Still Not Available — cnet.com
• 'Gemini who?': Rivals dunk on Google's delayed frontier AI — businessinsider.com
• 1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending — cnbc.com
• Google is rolling out Gemini Live to its first-gen smart home devices, and it’s great news if your Home Mini speaker is still going strong — here’s how you can sign up to early access — techradar.com
• Moody's says 'unprecedented' AI spending threatens credit quality of Amazon, Meta, Alphabet and others — cnbc.com
• Google shuts down its Nobel-prize winning AlphaFold project as it focuses on Gemini — engadget.com
• Google Challenges Apple Intelligence With New Mac Gemini Upgrade — forbes.com
• Google Unveils Gemini AI for Robots Struggling With Dexterity — bloomberg.com
• Oracle (ORCL) Stock Jumps as Google Gemini AI Partnership Expands — bloomberg.com