Google Cloud growth is impress

Google Cloud growth is impressive at +48% YoY, showing AI demand is clearly accelerating 🚀

However, Alphabet’s rising CapEx spend on AI infrastructure is raising investor concerns. The market reaction says it all — strong revenue growth but volatile share price after earnings.

Personally, I think this comes down to a key question: Will AI investment translate into sustainable long-term revenue and margin expansion, or will costs weigh on profits in the near term?

With hyperscalers racing for AI dominance, short-term pressure might be the price for long-term leadership.

What do you think?

👉 Bullish or cautious on $GOOG / $GOOGL?

👉 Who will monetise AI better — Alphabet or Amazon?

Mag 7 Recap: AI Falls Short👀 Buy Apple, Sell Over-CapEx Names?

Google and Amazon delivered earnings showing strong growth but also sharply higher CapEx. Google managed to recover after an initial 7% drop, closing only about -0.6% lower, while Amazon plunged roughly 10%. Last week, Microsoft also reported a major surge in CapEx, and its stock has fallen about 15% over the past two weeks. In contrast, Apple has rallied about 10% over the same period. Meta, after a strong surge last week, has almost given back those gains this week. Tesla, meanwhile, dropped sharply yesterday and slipped back below $400.

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