JPMorgan Sector Specialist note out last night says MRVL getting TPU business reports are false

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Google Cloud Next: BofA expects ‘confident tone’

April 21, 2026 4:00 PM EDT

Bank of America expects Google/Alphabet (NASDAQ: GOOGL) to strike an upbeat tone at its annual Cloud Next conference this week, with analyst Justin Post flagging agent-based AI, custom silicon progress and enterprise client wins as the key themes for investors to watch.

The three-day event runs from April 22 to 24 in Las Vegas, with Google Cloud... More