YouTube Tops $11B as Alphabet Raises AI Capex to $205B — The Fingerprint

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The Fingerprint

Nº 34 Saturday, July 25, 2026 17 dispatches · 2 columns

What to watchFour dates now sit inside a two-week window. The EU's AI Act Article 50 transparency obligations become enforceable August 2, putting a hard compliance deadline on AI-generated ad creative running into European markets. Criteo reports Q2 on August 5 with a Vista Equity/Quinti Capital buyout offer still live. The Trade Desk reports August 6 with new chief commercial officer Kristi Argyilan four days into the job. And the Fourth Circuit hears argument August 7 on whether party committees can buy broadcast at candidate rates — a case NRSC v. FEC has already reshaped from the Supreme Court down.

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