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Bank of America highlights that hyperscaler cloud backlogs exceed $2.3 trillion, up 16% QoQ, justifying massive AI capex. Microsoft, Amazon, and Google backlogs show strong demand, suggesting current…
Alphabet fell 7% despite a 199% EPS beat, 24% revenue growth, and Cloud growth of 82%. Author views the selloff as mispricing versus MSFT/AMZN rallies on similar AI capex, citing GOOGL's low PEG and …
Alphabet posted strong Q2 revenue of $119.8B with Google Cloud growing 82% YoY, but reported negative free cash flow of $5.9B amid a massive AI capex spending spree projected at $195-205B for 2026.
Alphabet trades at 15.8x earnings vs S&P 500's 24.0x despite 20%+ revenue growth and 82% Cloud growth. Heavy AI capex ($195-205B) pressures free cash flow, but $514B cloud backlog suggests discount i…
Alphabet's Q2 earnings preview highlights a massive Anthropic stake markup (~$135B) potentially tripling EPS estimates. Investors should focus on Google Cloud's 63% growth, supply constraints, and ba…
Bank of America and 24/7 Wall St. issue bullish outlook on Alphabet ahead of Q2 earnings, citing accelerating cloud growth, AI monetization, and Waymo expansion, despite rising CapEx pressuring free …