Alphabet. More Of The AI, Less Of The Drama
DeepMind is Alphabet's dark horse. AlphaFold is one of the most significant AI-related accomplishments ever. What will they turn their attention to...
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Alphabet (GOOG US) - 3Q25 Results Beat; Upbeat on AI and Cloud Business Momentum
We roll over our valuation window to FY26 and raise our target price to US$328.0 based on 30x FY26E PE (previous: US$221.0 based on 22x FY25E PE),...
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Hyperscalers’ Capex Update. Remember Jensen’s $500bn Yesterday ?
​GOOG and META plan significant Capex increase in 2026, while MSFT saw a 58% YoY increase in FY25 and expects more in FY26. Overall, a ~50% Capex...
512 Views
Google: Ad and Cloud Re-Accelerating. Large Impact of AI Tools. Stock Is Not Expensive.
​Google stellar 3Q25 results with revenue up 16% YoY and Operating profit up 22%. Consensus predicts steady growth, with GOOG trading at reasonable...
473 Views
Primer: Alphabet (GOOG US) - Sep 2025
Alphabet's dominance in the digital advertising market, driven by its core Google Search and YouTube platforms, continues to fuel strong...
463 Views