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GOOG Mar 2025 260.000 call

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  • Yahoo Finance Video

    Alphabet ramping up its AI spending. Will it pay off?

    Alphabet (GOOG, GOOGL) stock is down Wednesday morning after reporting second quarter earnings yesterday. While the Google parent company slightly beat estimates (adjusted earnings of $1.89 per share and revenue of $84.7 billion), YouTube ad revenue fell short of forecasts and cloud revenue outpaced expectations. Alphabet CEO Sundar Pichai commented on the tech giant's capital expenditures (CapEx) spending into AI in its earnings call : "...the risk of under-investing is dramatically greater than the risk of over-investing for us here." RBC Capital Markets internet analyst Brad Erickson joins the Morning Brief to weigh in on Alphabet's CapEx. "Certainly they have the balance sheet and that cash flow to fund this. There is always going to be some concern. And this is just kind of more of a near-term thing," Erickson states, pondering: "Is the company sort of structural return on invested capital declining? Yeah, I think you can you can probably make that argument. But to his [Pichai's] point, if this opportunity does turn out to be as big as many think over time, these investments will have proven correct." For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Luke Carberry Mogan. Catch up on more Alphabet earnings coverage from Yahoo Finance: Alphabet earnings top estimates as cloud business gains steam, AI losses grow Alphabet's Q2 margin story is 'underappreciated': Analyst Alphabet earnings top estimates, YouTube ad revenue falls short

  • Yahoo Finance

    Big Tech earnings won't be make or break for the stock market: Morning Brief

    For all the hand-wringing about the concentration of outsized gains in the hands of a magnificent few, stock bulls have two reasons to cheer as earnings season intensifies.

  • Yahoo Finance Video

    Alphabet's Q2 margin story is 'underappreciated': Analyst

    Alphabet (GOOG, GOOGL) has released its second-quarter earnings report, narrowly surpassing expectations on both revenue and profit. CFRA Research senior equity analyst Angelo Zino joins Market Domination Overtime to provide insight into these results. Zino characterizes the results as "solid," but notes that the it fell short of the significant beats investors have come to expect from Big Tech, describing it as "more of an in-line type quarter." A closer examination of individual segments reveals "mixed results relative to expectations," though Zino emphasizes that the overall report is strong and suggests the margin story is "underappreciated." Regarding AI initiatives, Zino describes Alphabet's progress as "pretty incremental," noting he doesn't observe a "massive pivot" towards AI monetization. However, he highlights that investments in the cloud business are bearing fruit, "support[ing] better than expected numbers on its cloud side of things." For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Angel Smith