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

[winston]

vested

Here’s Why I Refuse To Stop Buying Alphabet After Its Earnings ‘Correction’

by Alex Sirois

Alphabet dropped 7% after a record quarter featuring a 199% EPS beat and 24% revenue growth to $120B, creating a buying opportunity.

GOOGL trades at a 16 P/E while Google Cloud revenue surged 82%, and no rival, including MSFT or AMZN, matches that combination.

Doubling CapEx to $45B pushed free cash flow negative, but Cloud already generates $8.8B in quarterly operating income, justifying the spend.

First, AI is feeding core search, expanding query volume rather than cannibalizing it. Search and Other revenue hit $63.271 billion, up 17% year over year, and Google Services delivered a 41.8% operating margin on $94.5 billion in revenue.

Second, Google Cloud has finally reached the profit scale I have been waiting on. Revenue grew 82% to $24.768 billion.

Third, the valuation. A P/E of 16 for a business compounding revenue north of 20%, throwing off $185.7 billion in trailing operating cash flow.

Source: Wall St 24/7

https://finance.yahoo.com/markets/stock ... 37692.html

[winston]

vested

Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead?

Submitted by Ryan Hasson. Posted: 7/29/2026.

Alphabet reported strong quarterly results, with revenue up 24% to $119.8 billion and Google
Cloud growing 82%, yet its stock remains 18% below its 52-week high.

Rising capital expenditures, now guided at $195 billion to $205 billion for the year, and a resulting free cash flow outflow have driven investor anxiety despite record cloud demand.

GOOGL found technical support near its 200-day moving average around $320, while analysts raised their consensus rating to Buy with an average price target of $419.86.

Source: Market Beat

[behappyalways]

“Google has a patent describing directions-based ranking of places. It explicitly describes using direction requests and mobile location/search logs as signals of a place's popularity.”

So now, there are literal services like this where they drive around with 100s of phones to your local business...

Indicating your business is in demand, and this will apparently boost your local ranking
https://x.com/mikestrives/status/2099841413840093277