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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 …
DeepSeek's ultra-cheap V4-Flash model pressures AI pricing, sparking a price war between Alibaba and Google Cloud. Alphabet's 82% cloud revenue growth and 35.6% margins show resilience despite cheape…
Alphabet delivered a massive Q2 earnings beat, with Cloud revenue soaring 82% and EPS crushing estimates by nearly 200%. Despite record capex causing initial volatility, GOOGL trades at an undervalue…
Alphabet (GOOGL) offers high returns but acts as a market amplifier rather than a diversifier, exhibiting high volatility and correlation with the S&P 500. While Google Cloud is growing rapidly, mass…
Vulcan Value Partners' Q2 2026 letter praised Alphabet's strong results, highlighting accelerated Google Search growth (19%) and record Google Cloud growth (63%) with expanding margins, calling it de…
Alphabet's stock fell 7.13% after raising 2025 capex guidance to $195-205B, posting first-ever negative free cash flow (-$5.9B). Google Cloud grew 82% with strong backlog, but massive AI spending con…
Investors are rotating from AI chip stocks (Nvidia, AMD, Broadcom) facing sell-offs and competition fears back into Big Tech safety, including Alphabet (GOOGL), despite its own recent AI spending con…
Alphabet posted its first-ever negative free cash flow quarter, burning $5.9B as AI infrastructure spending hit $44.9B. Despite 24% revenue growth beating estimates, shares fell 4.24% after-hours on …
Alphabet crushed EPS estimates by 216% with 24% revenue growth, but shares fell 7% on massive AI CAPEX guidance ($195-200B for 2026) turning FCF negative. Cloud revenue surged 82%, Gemini adoption st…
Alphabet beat Q2 2026 estimates with Cloud revenue up 82% and Search up 17%, driven by AI monetization. Despite raised capex guidance ($195-205B) pressuring shares, analysts remain bullish with 61% u…
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.
Jensen Investment Management's Q2 2026 letter highlights Alphabet as a top performer, citing accelerating cloud revenue growth, doubling backlog to $462B, and easing AI disintermediation fears in sea…
Alphabet reported mixed Q2 earnings, beating revenue expectations with strong cloud growth but missing on the bottom line. The stock fell due to investor concerns over rising AI capital expenditures …
Alphabet (GOOGL) reported strong Q2 revenue and earnings beats, but increased CapEx spending to meet overwhelming AI demand. While investors are split on the costs, the accelerating cloud performance…
Alphabet beat Q2 estimates with 24% YoY revenue growth and accelerating Cloud growth (82% YoY), but raised capex guidance to $195-205B, sparking near-term margin concerns despite strong AI-driven fun…
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…
KOSPI surged 4.17% to 7,081 on Alphabet's strong earnings and chip sector rebound, led by Samsung and SK Hynix. Citi maintains 10,000 target despite oil price tensions from Iran-Strait of Hormuz conc…
Alphabet reported record cloud growth but shares dipped 3% due to a slight earnings miss, negative free cash flow, and increased AI capital spending concerns.
Alphabet stock fell 7.13% despite strong Q3 results (24% sales growth, 82% cloud growth) as investors fixated on massive 2026-2027 capex guidance ($195-205B) and first-ever negative free cash flow, s…
Alphabet reported a strong Q2 earnings beat with expanding margins and 82% cloud growth, while Tesla missed EPS significantly as operating margins collapsed to 1.4%, despite a slight revenue beat.