Alphabet Inc.'s Q2 results crushed expectations, driven by surging AI demand and explosive cloud profit growth, especially in operating margins. Google raised its AI-driven CAPEX forecast from $75B to ...
I last covered Alphabet (GOOG) (GOOGL) on July 28 in an article titled "Alphabet Q2: AI Drives Up OPEX And CAPEX." The article placed a focus on its FQ2 earnings report [ER] and rated the stock as a ...
Alphabet's plans to spend $10 billion more on capital expenditures this year than previously forecast seem "un-Googly," according to Bernstein analyst Mark Shmulik. And that might be holding the stock ...
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