Alphabet Inc (GOOG)
Alphabet: Nobody Adds $10B In CapEx If Business Is Slow (Rating Upgrade)
Google's 2Q25 confirmed that it has a runway to growth supported by integrating AI into its scaled search engine and products. The stock is trading below its fair value of $228.67, currently at $198.43 if we count pre-trading gains. It's also cheapest among its peers, comfortably so. Investors should know that no one spends $10B more in CapEx on a slow growing business; the higher CapEx confirms that Google is on the right track.
Alphabet Q2: AI Search & Cloud Doing Great, But Be Wary Of ROI On Big Capex Spends
Alphabet's Q2 FY25 results reinforce my bullish stance, driven by AI-led growth in Search that is leading to strong user engagement and importantly, higher ad conversions. Google Cloud is showing signs of accelerated growth, evidenced by a surge in high-value deals and a robust backlog, supporting future revenue expansion. GOOGL stock remains undervalued versus peers and its own historical multiples.
Daily stock watch: How investors are reacting to Tesla, Alphabet, and IBM's Q2 earnings
Tesla shares fell 6% in pre-trading after reporting a 12% revenue drop in second-quarter results. The stock rose slightly before the closing bell, before retreating on Thursday.
Nvidia Stock Rises. It Got Good News from Google and Trump.
Nvidia was gaining after Google raised its capital expenditure forecast and President Donald Trump signed executive orders to boost AI deployment.
Is AI Killing Google Search? It Might Be Doing the Opposite
The world's dominant search engine is so far adapting well to the AI age.
Google-parent Alphabet earnings shine with help of AI
Google-parent Alphabet on Wednesday reported quarterly profits that topped expectations, saying artificial intelligence has boosted every part of its business.
Alphabet Inc. (GOOG) Q2 Earnings and Revenues Top Estimates (Revised)
Alphabet Inc. (GOOG) came out with quarterly earnings of $2.31 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 earnings: Five key takeaways for UK investors
Alphabet Inc's (NASDAQ:GOOG) second-quarter update delivered several important signals for those with exposure through UK tech funds, ETFs, or direct holdings. Here are the five main things to digest: 1.
Alphabet (GOOGL) Surpasses Q2 Earnings and Revenue Estimates (Revised)
Alphabet (GOOGL) came out with quarterly earnings of $2.31 per share, beating the Zacks Consensus Estimate of $2.15 per share. This compares to earnings of $1.89 per share a year ago.
Shares in Google parent Alphabet rise after capex plans boost
Alphabet shares rose 2.5% in early European trading on Thursday after the Google parent company raised its capital spending plans, following a strong beat of Wall Street estimates for quarterly revenue and profit.
Alphabet Inc. (GOOG) Q2 2025 Earnings Call Transcript
Alphabet Inc. (NASDAQ:GOOG ) Q2 2025 Earnings Conference Call July 23, 2025 4:30 PM ET Company Participants Anat Ashkenazi - Senior VP & CFO James Friedland - Corporate Participant Philipp Schindler - Senior Vice President & Chief Business Officer of Google Sundar Pichai - CEO & Director Conference Call Participants Brian Thomas Nowak - Morgan Stanley, Research Division Douglas Till Anmuth - JPMorgan Chase & Co, Research Division Eric James Sheridan - Goldman Sachs Group, Inc., Research Division Justin Post - BofA Securities, Research Division Kenneth James Gawrelski - Wells Fargo Securities, LLC, Research Division Mark Elliott Shmulik - Sanford C. Bernstein & Co., LLC.
Pichai: AI Overviews Top 2 Billion Users and Boost Search by 10%
Google's parent Alphabet on Wednesday (July 23) raised the amount it expects to spend on capital projects for this year and forecasted even higher spending in 2026. Alphabet raised its projected capital expenditures to $85 billion in 2025.
