Google stock fell as Wall Street analysts questioned Alphabet AI leadership, Gemini 4 roadmap, rising capital spending after Q2 earnings report.

Google is developing a new AI accelerator with built-in software coding from its Gemini model, said a report. Google stock rose on the news.

July 21 : Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ambitions adds to worries over the payoff from massive data-center…

The Google parent - set to report second-quarter results on Wednesday - has delayed from June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch…