Alphabet (GOOG, GOOGL) 02 (Aug 17 - Dec 25)

[behappyalways]

$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

[behappyalways]

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

[winston]

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

[behappyalways]

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

[winston]

not vested

Alphabet beat earnings expectations with $102.35 billion in quarterly revenue, with the company increasing its projected AI spend for the year to as much as $93 billion.

The company saw 15% year-over-year growth in revenue from its Search business and other advertising revenue and according to CEO Sundar Pichai, the company’s Cloud business has a $155 billion backlog.

Source: Fortune

[winston]

not vested

Alphabet Inc. (GOOGL) reported a strong quarter that easily topped expectations. The company reported $2.87 earnings per share on $102.4 billion in revenue, surpassing Wall Street’s forecasts for $2.27 and $99.9 billion, respectively.

That’s a 35% jump in earnings and a 16% increase in revenue from a year ago. Not to mention its first-ever $100 billion quarter.

Alphabet’s advertising business remains rock solid, with Search revenue climbing to $56.6 billion and YouTube ads reaching $10.3 billion, both beating estimates.

The real breakout, though, was Google Cloud, which surged 34% to $15.2 billion, lifting its segment operating income to $3.6 billion – nearly double last year’s results. Meanwhile, the division’s backlog has grown to a staggering $155 billion.

Management also raised its 2025 capital spending forecast to between $91 billion and $93 billion. This reflects the massive investment it’s making to expand AI and data center capacity.

Bottom line: Alphabet proved that its AI investments are translating into real, measurable growth, which is also why it earns a “B” (Strong) in Stock Grader.

Source: Market 360

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How $GOOGL makes money
https://x.com/Mayhem4Markets/status/1986166336708387318