Alphabet Inc (GOOG)
Alphabet Spends $85 Billion To Build The Future, Wall Street Panics - I Buy
Alphabet Inc. delivered a strong quarter, beating expectations on all fronts, yet the market fixates on $85B capex and misses the underlying quality and growth. I see Alphabet as a rare value: robust cash flow, accelerating cloud and YouTube profitability, and a fortress balance sheet, all trading at a discount. The market's anxiety over high capex is misplaced—these are strategic AI infrastructure investments, not reckless spending, and protect long-term competitiveness.
Google's $85 billion capital spend spurred by cloud, AI demand
Alphabet said Wednesday it will spend $85 billion in capital expenditures in 2025 — up from the $75 billion it said it would at the beginning of the year. The increase comes as the company tries to get more infrastructure to meet a backlog of customers for its cloud services.
Here's What Key Metrics Tell Us About Alphabet (GOOGL) Q2 Earnings
While the top- and bottom-line numbers for Alphabet (GOOGL) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Alphabet Inc. (GOOG) Q2 Earnings and Revenues Top Estimates
Alphabet Inc. (GOOG) came out with quarterly earnings of $5.12 per share, beating the Zacks Consensus Estimate of $2.15 per share. This compares to earnings of $1.89 per share a year ago.
Alphabet (GOOGL) Surpasses Q2 Earnings and Revenue Estimates
Alphabet (GOOGL) came out with quarterly earnings of $5.12 per share, beating the Zacks Consensus Estimate of $2.15 per share. This compares to earnings of $1.89 per share a year ago.
Alphabet probably going to move meaningfully higher over next few days: Deepwater's Gene Munster
Deepwater's Gene Munster joins 'Fast Money' to talk Alphabet and Tesla quarterly results.
Alphabet shares rebound after-hours as CEO says AI driving more queries, 'Fast Money' traders react
CNBC's MacKenzie Sigalos joins 'Fast Money' to talk the latest out of Alphabet's earnings call and what is driving the stock higher in overtime.
The Alphabet Dilemma: Value Trap Horror, Or Investment Bliss?
In the after-hours session today, Alphabet Inc. delivered strong Q2 2025 results, with robust growth across Search, YouTube, and Cloud, driven by AI innovation. Despite increased AI-driven CAPEX pressuring free cash flow, Alphabet remains fundamentally healthy and trades at a discount to big tech peers. My valuation model shows GOOGL stock is about 15% overvalued absolutely, but a 5-year CAGR of 11.5% justifies a continued Buy rating.
Alphabet Reports 14% Increase in Second-Quarter Revenue
Google's parent company, which is facing aggressive competition in its core search business from A.I. chatbots, also posted a double-digit profit increase.
Google earnings crushed forecasts — but a $10 billion capex increase is spooking Wall Street
Alphabet beat Q2 expectations, but investors are uneasy over a surprise $10 billion capex increase. It's the latest sign that the race to stay ahead on AI is getting eye-wateringly expensive.
Alphabet beats Q2 estimates but stock slips on higher capex outlook
Alphabet Inc (NASDAQ:GOOG) shares moved lower afterhours despite the technology giant reporting better-than-expected financial results for the second quarter as it also revealed it is raising its capital expenditures guidance for 2025. The Google parent company now expects capex of $85 billion from its earlier forecast of $75 billion, which saw Alphabet's shares pull back about 1.5% post-earnings.
Google Parent Alphabet Beats Revenue And Earnings Expectations Ahead Of Antitrust Ruling
Alphabet will host its second-quarter earnings call through a livestream on YouTube starting at 4:30 p.m. EDT.
