MikeCast #151 — July 23, 2026

MikeCast — Daily Briefing · Jul 23, 2026 · 5m

Episode #151 — This episode covers Alphabet's quadrupled profits driven by cloud computing and subsequent investor concerns over increased AI spending, Google's billion-dollar fine from European regulators for violating the Digital Markets Act, OpenAI's launch of the enterprise platform Presence for real-time voice agents, and Amazon's shift in AI focus, alongside Yankees' sports updates and NFL training camp news.