$Alphabet(GOOG)$ I see strong growth momentum in Google Cloud, which is projected to sustain over 30% expansion in 3Q, fueled by accelerating AI workloads. The segment’s $110 billion backlog, up 15% QoQ, underscores solid enterprise demand as Alphabet targets $100 billion+ in annual recurring revenue by 2027. Investors are also watching how Alphabet monetizes Gemini Ultra and AI Overviews, now appearing in over 30% of searches, with AI-related revenue expected to surge 50% YoY to above $2 billion.
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- Venus Reade·2025-10-29nervous about the ER tomorrow. It could be down either way becsaue of profit taking.LikeReport
- Enid Bertha·2025-10-29It was wise to buy Alphabet but it was unwise to not buy more...LikeReport
- GregoryRichardson·2025-10-28That’s an impressive analysisLikeReport