Google parent Alphabet reported its Q3 financial results on Wednesday afternoon, showing a healthy rise in revenue for the months of July to September. But the company's stock price has taken a beating, marking one of the largest post-earnings drops in its history. It comes down to several troubling aspects of the new report, including an admission by the company that AI search isn't earning as much as organic search, and despite that, Google expects to spend even more on AI next year.

The company took in almost $128 billion in Q3 2026, earning more than $26 billion in net income. These may sound like good numbers, but financial markets are not impressed. While revenue is up 25 percent versus last year, net income is almost $9 billion lower. As of this story's publication, the stock price is down almost 12 percent, and it was down about 13 percent earlier in the day.

While revenue was up 25 percent year over year, analysts expected more. Google reported earnings per share of $2.12, but the consensus projection ahead of Wednesday was $3.02. Google's Cloud products actually beat expectations, crossing $30 billion in revenue. That's about a billion more than analyst guesses.

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It's almost like Google's got something to prove after taking a break from releasing new frontier AI models earlier this year. Just two weeks after rolling out Gemini 4 Argon, Google has announced Gemini 4 Carbon. This isn't the Flash model equivalent we've been waiting for but, rather, is an improvement on Argon, and like that model, Google is working on a staged release that could take a while.

Stop me if you've heard this one before: Google says its latest AI model reaches a new threshold in coding, agentic tasks, and scientific analysis. It's so capable, in fact, that Google can't let you use it just yet.

Gemini 4 Carbon reportedly makes big gains in cybersecurity applications. Google says the model shows a "significant leap" in vulnerability detection, validation, and remediation. Carbon is also apparently twice as likely to generate code that is free of vulnerabilities versus Argon. Meanwhile, the Chrome team claims that Carbon is 10 times better at generating "high-quality" patches compared to non-Google models. Google also notes that Carbon has increased its score by 89 points on WebDev Arena, now ranking at number four on the leaderboard.

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If you ask some prominent US politicians who won the 2020 presidential election, you might get some weasely answers that fail to directly acknowledge Joe Biden's win that November. If you ask Google's AI Mode the same question, you might get an evasive answer that simply tells you to consult with outside sources.

When I put the direct question of "Who won the 2020 presidential election?" to Google's AI Mode this morning (after seeing complaints about cagey answers on social media), I got the following surprisingly indirect response:

"To review the official results and statistics of the 2020 United States presidential election, including the final electoral college breakdown, popular vote counts, and winner certification, please consult the official report compiled by the Federal Election Commission (FEC)."

My testing resulted in a similarly indirect answer when asking about the 2024 presidential election, with Google's AI telling me to just consult the FEC for that information. Asking about 2012 election resulted in a link to The American Presidency Project's 2012 Data Center rather than a direct answer. But AI Mode seemed perfectly willing to give me a detailed and correct responses for the winner of every other presidential election going back to 2000.

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Subsea cable projects owned by US companies such as Google and Meta face some of the greatest risks from the threat of deep-sea sabotage in the Pacific Ocean, according to a new report. That coincides with Chinese research ships spending an extraordinary amount of time apparently surveying undersea cables—not to mention Chinese commercial ships being investigated for cutting cables in both European and Asian waters.

Most damage to the undersea cables that form the Internet’s backbone is the result of accidents involving bottom-trawling fishing nets and ship anchors dragging on the seabed, with storms and undersea landslides also factoring in. But the recent rise in international tensions and open conflicts have placed new scrutiny on more suspicious instances of cable-cutting damage, with analysts warning about Russia and China in particular engaging in cable sabotage or tampering as “gray zone” tactics that fall short of direct military confrontation.

One of the newest risk assessments of China’s gray zone tactics targeting the Internet’s undersea infrastructure comes from a research report published by the US-China Economic and Security Review Commission, an independent government commission that advises Congress. The report was contracted to the London-based think tank China Strategic Risks Institute and published in September 2026.

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Running an app ecosystem has gotten a lot more complex for Google after its loss in the Epic Games antitrust case. While US users can access app stores in Google Play by court order, international users will use Google's voluntary Registered App Stores program. Google has announced that stores wishing to be part of that program are now free to apply, and support will roll out to some Android devices later this year.

App stores accepted into the program will enjoy preferential treatment on the Android platform. Users of approved stores will be able to install apps with a single click, similar to the experience in the Play Store. These stores will also be allowed to update apps silently in the background like Google's store does.

"In March, we announced the Registered App Stores program to give third-party app stores a more streamlined way to reach users while maintaining the safety and security of the Android ecosystem," said a Google spokesperson. "Eligible app stores outside the US can now apply to register their stores ahead of the new simplified installation experience rolling out to users later this year."

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Last year, Google DeepMind sent gaming stocks tumbling with the reveal of its Genie 3 world model. Since then, world models have become a major focus of AI labs around the world, but Google isn't resting on its laurels. Researchers have been hard at work on an updated model that improves on Genie 3 in almost every way. And if you pay Google enough money, you might actually get to use Genie 4 before too long.

It's easy to look at the output of Genie 4 and see a video game, which is why Genie 3 caused so much consternation in the gaming industry. DeepMind doesn't think about it that way, though. According to Google, world models are a key element in the march toward artificial general intelligence (AGI). A world model creates a virtual world, but it doesn't require pre-rendering environments or programming interactive elements. You simply tell the model what you want, and it generates the experience frame by frame in real time as you explore it.

DeepMind says this technology could create infinite training environments for physical robots or unlock new avenues of rapid prototyping for creative fields. Of course, that requires the model to accurately simulate what you want. Genie 4 has several improvements that make its simulations more useful, and that's thanks in part to Google's updated Gemini models.

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Using Google's products and services has always been fundamentally precarious—doing so gives the world's largest advertising company a lot of juicy personal data. Google has long said it won't use the sensitive data from products like Gmail, Drive, and Photos for ad personalization, but a change to the company's privacy policy appears to dismantle that firewall.

On October 16, Google issued an update to its privacy policy, spotted by Android Authority. The ad personalization section used to include a clear limit on data from certain apps. "We don’t show you personalized ads based on your content from Drive, Gmail, or Photos," the document said. Now, Google has updated it with the following language.

Updated language on when your sensitive data might inform ads. Credit: Google

This equivocation opens the door to using data from apps like Gmail and Photos in ads when it's shared with other Google services, and it just so happens Google has a mechanism for doing that, with Personal Intelligence. The company released Personal Intelligence in early 2026, allowing users to hand data from multiple apps to Google AI products. The idea is that the added context from your existing data will lead to better AI answers, but it's also proving to be a privacy minefield.

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Google would certainly prefer that everyone used its Gemini models with Google Cloud services, but soon, you'll have more options. OpenAI and Google have come to an arrangement that will see the former's frontier models arrive in Google Cloud services. Perhaps more importantly, GPT models will soon appear in Antigravity, Google's agent-powered coding tool.

For enterprise customers and AI enthusiasts, OpenAI's latest model will appear in Google's "Model Garden" in the coming weeks, adding to its 200-plus options. The garden already offers access to Google's Gemini models, as well as an assortment of open models like Mistral, Llama, and Gemma. Anthropic's Claude AI has also been available for some time. Google says it's now the only large cloud provider offering access to all three leading closed LLMs.

While OpenAI notes that Microsoft continues to be its primary cloud partner, the full suite of current GPT 6 and 6.1 models—Astra, Sol, and Luna—will launch on Google Cloud. Astra will naturally cost the most to run, but Google's system supports dynamically moving workloads between LLMs based on performance, latency, and efficiency.

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Google kicked off 2026 with the addition of Personal Intelligence to Gemini, allowing its AI to pull in more of your data to formulate answers. It started as a paid feature but eventually came to all Gemini users. However, this feature wasn't available in the car until now. Google is rolling out Personal Intelligence to Android Auto and Google Built-in, and it is still, thankfully, an optional feature.

As Google points out, a generative AI's outputs are better "when it knows the world and knows you," which is correct in an uncomfortable sort of way. The more context you can provide to a model, the better the output will be at the end of the token shuffle. Since Google has so much of your data already, it sees Personal Intelligence as a differentiator versus other AI systems. You don't have to provide the AI context because it already has it from apps like Gmail and Calendar.

Personal Intelligence is beginning its rollout in Android Auto today, and it will come to vehicles with Google built-in in the next few months. As an aside, "Google built-in" is questionable branding, but it refers to cars that run Google software in the infotainment system rather than projecting an interface from your phone. Very few vehicles have Google built-in, but Google often releases new car features on them first. This time, it's the other way around.

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Android was designed for phones, but that hasn't stopped Google from trying to adapt the OS and its apps to larger machines over the years. Googlebooks are just the latest attempt after tablets, Chromebooks, and foldables induced little change in how people interact with Android software. These new Android-powered laptops are designed to pick up where the web-focused ChromeOS left off, offering premium hardware and native support for Android apps.

Google sees Googlebooks as an alternative to Windows and macOS, but these platforms are entrenched with decades of software and UI conventions that keep users locked in. Googlebooks have to offer something very special to steal users away from either of the dominant operating systems.

For devoted Android phone users, there are some cool things in Googlebook OS, but the Android roots of these machines are impossible to miss. Sometimes it feels like using a Chromebook, and sometimes it feels like using a giant phone. It almost never feels like using a premium laptop, and that's the problem.

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Genuine human creativity takes time, but you know what doesn't? AI slop. There are countless AI models out there that can make something that passes for music, and you might come across those tracks on streaming services without realizing it. Google says it will begin labeling that content in YouTube Music, building on similar disclosures in the main YouTube app.

Google is not outright banning AI music or even speaking ill of it. "Generative AI is opening up new ways for artists to create, experiment, and share music," the company says in a blog post.

However, the company also acknowledges that people want to know if a song was created with generative AI tools. A new label for AI content on YouTube Music is now rolling out in the app and on the website, which looks a lot like a label Google began adding to AI-generated videos on YouTube earlier this year.

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Safety researchers continue to warn that a large volume of AI-generated explicit content is spreading unchecked, while regulators do little to meaningfully stop it.

This non-consensual content is commonly shared in text and direct messages or stored in private clouds where it’s less likely to be detected or reported, a Google co-authored study of Internet users across the United States, Australia, and the United Kingdom found this July. That’s why the “most critical intervention point” remains at the source: the harmful AI tools used to make the fake sexual images, Google researchers concluded.

Yet red-teaming in recent months suggests that as some of the leading AI image generators from Google and OpenAI become more capable, they may be getting worse at blocking explicit outputs.

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Google has already added a few AI features to the Play Store, but a lot more are coming. The previously released Ask Play feature is expanding to offer more AI-powered discovery options in Google's app store, and Google is also using AI to build a recommendation engine called Game Finder. For people who have embraced AI to build their own apps, the Play Store will soon offer a way to privately host and share those creations.

Google rolled out Ask Play in 2025 as a small chatbot interface on Play Store listings. It lets you ask questions about an app or game, either by typing it in manually or choosing from a list of suggested queries. Starting today, Ask Play is expanding into a more general way to search for apps and games. You ask the robot questions, and it generates recommendations that can include detailed comparison charts. Gemini will roll out a similar capability soon.

Google's other AI discovery announcement focuses on games. The new Game Finder feature leans on all the usage data Google's app platform has hoovered up over the years, featuring insights into the way 1.2 billion people play games on Android. It builds a profile called Gamer DNA and matches you with players who have similar DNA.

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Google revealed Gemini 4 Argon a few weeks ago, saying that it needed to move cautiously toward a full release because of the potential for nefarious use. Google seems to have worked all that out pretty quickly, though. Argon is beginning its wide rollout today, but it's only coming to paying users at this time, and even those on lower-tier plans won't have full access.

Nothing about Gemini 4 Argon's capabilities has changed. Google still points to the benchmarks it published late last month as evidence of the model's advanced reasoning and agentic coding capabilities. The model is supposedly trained to refuse malicious instructions, and an automated misalignment monitor can stop processing if it detects an unintended workflow. Google claims Argon needs that because it's so capable.

The company has a few new examples of how Argon has helped inside Google, where it has been used by thousands of Googlers. Argon has reportedly been instrumental in making YouTube's comment system more efficient. Argon identified redundant emoji rendering that, when eliminated, dropped server load by 45 percent. Engineers also turned Gemini 4 loose on the proprietary drone physics simulator used in Project Wing, and the AI found critical bugs that had been in the codebase since 2018. Google also notes that Argon has advanced its robotics program, showing a measurable step increase in embodied reasoning.

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Google is releasing its second Fitbit tracker of 2026, offering fans of the aging Charge 6 a more refined option. The new Fitbit Edge slots right in between the Pixel Watch 5 and the Fitbit Air, featuring a compact screen and more health sensors than the Air. You won't get all the apps and features of the Pixel Watch 5, but the Edge is only about half as expensive.

The Fitbit Edge is essentially a new Charge 6, but it has more of a Pixel Watch aesthetic. Squish Google's smartwatch from the sides, and you've got the Edge. It has a pill-shaped 1.34-inch OLED touch display inside a slender aluminum frame that is rated IP68 (5 ATM) for water and dust protection. Google says the screen has 46 percent more viewable area compared to the Charge 6. It's very close in overall size to the Fitbit Air and uses the same magnetic charging puck.

Left to right: Fitbit Air (with new metal mesh band), Fitbit Edge, and Pixel Watch 5. Credit: Google

The Edge works with Android or iPhones via the Google Health app, and it can run for about seven days on a charge. If the tracker is away from your phone, it can still follow your activity all week with support for seven days of full health data storage (or 30 days of basic data). However, the generous weeklong battery life does not include always-on display mode. If you turn it on, battery life drops to about two days, barely longer than the Pixel Watch 5.

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