💻 Technology · Next Month

Alphabet Inc. (NASDAQ: GOOGL) reports Google Cloud revenue above $16.5 billion in Q3 FY2026 (July–September 2026, release approx. October 28, 2026, confirmed by Alphabet press release or Bloomberg by October 31, 2026)

Hit ✦ AI-generated prediction Published on 10. September 2026 · Predicted for 28. October 2026 · Based on: Statistical Pattern

Probability

62%

Google Cloud has been growing at ~28–30% YoY and profitable since Q4 2023. Q4 2024 revenue was $11.96B. On the same growth trajectory, Q3 2026 is estimated at ~$16.5–17.5B. Drivers: AI infrastructure demand (TPUs, Gemini Cloud), enterprise deal closures. No direct Polymarket market found; Wall Street consensus likely ~$16.5–17.5B. Risk: cloud budget compression from rate hikes. Benchmark: open platform prediction for AWS Q3 2026 is >$35B; Google Cloud historically ~45–48% of AWS.

Data basis for this prediction

Alphabet Q4 2024 Earnings: Google Cloud Umsatz 11,96 Mrd. USD, YoY-Wachstum 30 % (Alphabet IR, Februar 2025)
Offene Plattformvorhersage: Amazon AWS Q3 2026 >35,0 Mrd. USD (Cassandra.news) – Hyperscaler-Vergleichsmaßstab
Offene Plattformvorhersage: Microsoft Azure Q1 FY2027 >42 % YoY (Cassandra.news) – Branchenwachstum Referenz
Reuters/Bloomberg: Alphabet Q3 FY2026 Earnings-Termin ca. 28. Oktober 2026 (Schätzung)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit

Google Cloud erzielte im Q3 2026 (Juli–September 2026) einen Umsatz von 30,7 Mrd. USD – ein Wachstum von 103 % gegenüber dem Vorjahr. Dies übertrifft die Schwelle von 16,5 Mrd. USD bei weitem (fast doppelt so hoch). Alphabet veröffentlichte die Ergebnisse planmäßig am 28. Oktober 2026. Die Vorhersage war somit deutlich zu konservativ: Das Wachstum beschleunigte sich stark (von ~28–30 % auf 103 %), getrieben durch KI-Infrastrukturnachfrage (TPU-Systemverkäufe, Gemini-Cloud-Lösungen) und Enterprise-Vertragsabschlüsse. Quellen: Alphabet Q3-2026-Pressemitteilung (SEC Form 8-K, sec.gov), CNBC (cnbc.com/2026/10/28/alphabet-googl-earnings-q3-2026.html), Fortune (fortune.com/2026/10/28/...).

Related Predictions

💻 Technology ✦ AI

Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

72%

Next Week · Predicted for 12. Nov 2026

💻 Technology ✦ AI

Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.

42%

Next Month · Predicted for 30. Nov 2026

💻 Technology ✦ AI

Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

62%

Next Week · Predicted for 10. Nov 2026