Alphabet (GOOG, GOOGL) 03 (Aug 24 - Dec 27)

[behappyalways]

How $GOOGL makes money
https://x.com/Mayhem4Markets/status/1948564917390278858

[winston]

vested

Alphabet, Inc.

Going into its earnings report, Wall Street was wondering if ongoing antitrust challenges and intense AI competition would finally catch up to the search giant.

Well, Alphabet delivered, at least on the headline numbers. The company posted adjusted earnings per share of $2.31, topping analyst forecasts of $2.18 per share. Revenue came in at $96.43 billion, beating Wall Street’s expectation of $94 billion. That represents an impressive 14% year-over-year jump.

Alphabet’s individual segments also showed strength. For example, YouTube ad revenue was $9.8 billion, above the forecasted $9.56 billion.

But the real story here is Alphabet’s aggressive push into AI.

For starters, the Google Cloud segment brought in $13.62 billion versus estimates of $13.11 billion – and increased by 32%. The division has signed more billion-dollar deals in the first half of 2025 than it did in all of 2024 – and it now has a backlog of $106 billion.

I should also add that Gemini, the company’s flagship AI platform, now has over 450 million users, with requests up by more than 50% since Q1.

Meanwhile, Google’s AI video generator (Veo3) has already generated 70 million videos in just two months.

What Alphabet is doing in AI right now is just stunning.

So it should come as no surprise, then, that Alphabet is increasing its AI spending to a staggering $85 billion, up from an earlier projection of $75 billion.

Alphabet clearly intends to take the fight directly to competitors like Microsoft Corporation (MSFT) in the rapidly growing AI market.

Yet, despite the strong beat on earnings and revenue, shares initially pulled back after hearing the AI spending news.

But remember, I said this is the rational time of year. That turned out to be true in this case, as the stock snapped back once investors realized that you have to spend money to make money – and so far, the company’s AI best are paying off.

Source: Investor Place

[winston]

vested

Analysts turn heads with new Alphabet stock price target after earnings

by Silin Chen

The company posted earnings of $2.31 per share on revenue of $96.43 billion, both ahead of Wall Street analysts' forecast.

Search brought in $54.19 billion, while total ad revenue climbed to $71.34 billion, up 10% from last year. YouTube ads came in at $9.8 billion, slightly above expectations.

Cloud was a standout, with revenue jumping 32% to $13.62 billion.

Source: The Street

https://finance.yahoo.com/news/analysts ... 00272.html

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$GOOGL CapEx projections continue to rise, largely due to AI and cloud investments
https://x.com/Mayhem4Markets/status/1949828976555233419

[winston]

vested

History Says Now is a Great Time to Add Exposure to This Stock

by Chris Igou

If you have extra money to put to work, history says now is a great time to add Alphabet exposure.

AI recently took its first steps into complex mathematics. Get ready for a new rush into the sector as science industries adopt the technology…

And above all, make sure you’re in a position to benefit.

Source: Daily Wealth

https://tradesoftheday.com/2025/08/06/h ... his-stock/

[winston]

vested

Raymond James Raises PT on Alphabet Inc. (GOOGL); Maintains ‘Outperform’

by Faheem Tahir

Raymond James increased its price target on Alphabet Inc. (NASDAQ:GOOGL) from $185 to $210, maintaining an ‘Outperform’ rating.

The analyst attributed the price revision to the company’s increasing AI monetization efforts, which are beginning to generate profits.

Therefore, despite regulatory concerns, several analysts have revised their earnings estimates upward. Raymond James highlighted the Department of Justice’s ongoing antitrust case as manageable.

Furthermore, the analyst’s revised price target for Alphabet Inc. (NASDAQ:GOOGL) is based on a 17x estimated 2027 earnings multiple, which is below peers like Meta, Amazon, Microsoft, Nvidia, and Apple. Thus, Raymond James believes that GOOGL offers strong upside potential.

Source: Insider Monkey

https://finance.yahoo.com/news/raymond- ... 50962.html

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"Plaintiffs Over-Reached": Alphabet Shares Soar After Judge Rules In Antitrust Case
https://www.zerohedge.com/technology/pl ... trust-case

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EU Slaps Google With Massive €2.95 Billion Antitrust Fine
https://www.zerohedge.com/technology/eu ... trust-fine

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not vested

Google's Parent Company Alphabet Once Slumps 5% as OpenAI Launches 1st AI Browser, ChatGPT Atlas

OpenAI, the developer of ChatGPT, officially launched its first AI-powered web browser, ChatGPT Atlas, marking a new round of competition with Alphabet (GOOG.US)'s Google.

Following the news, Alphabet once slumped nearly 5% on Tuesday before its decline slowed to about 2%.

Atlas focuses on personalized internet experiences and can handle tasks for users, such as booking flight tickets and editing documents.

Whenever a user opens a website, an 'Ask ChatGPT' sidebar appears on the right side of the page, allowing users to interact directly with the page content.

For example, upon opening a movie review website, users can ask ChatGPT to summarize key points, or automatically order ingredients online when searching for recipes.

Atlas will first launch globally on macOS, with plans to expand soon to Windows, iOS and Android.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

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Google's quantum computing breakthrough: "Quantum Echo" achieves the world's first verifiable quantum advantage, 13,000 times faster than a supercomputer

Google量子運算新突破!"量子迴聲"實現全球第一個可驗證性量子優勢 更比超級電腦快1.3萬倍｜非凡財經新聞｜20251023

https://m.youtube.com/watch?v=uZvSKe8K7 ... YKAYcqIYzv