Alphabet reported a strong first quarter with revenue up 21.8% year-over-year and GAAP earnings per share of $5.11, surpassing expectations. The company's cloud business showed significant strength, with a backlog rising to $462 billion and cloud margins expanding to 32.9%. AI-driven efficiencies helped reduce costs by over 30%. Despite raising capital expenditure guidance to $195 billion for 2026, Alphabet's robust backlog and improving cloud margins help mitigate margin risks. However, due to stretched valuation and limited upside potential despite operational outperformance, the analyst downgraded the stock from Strong Buy to Buy.
Google reported a strong Q1 FY2026 with revenue up 21.79% and cloud revenue soaring 63%, driving a nearly 10% stock jump. The company’s cloud backlog hit $462 billion, signaling robust future revenue potential, while AI monetization in Search and aut...
Berkshire Hathaway, under new leadership, drastically reduced holdings in 16 stocks and trimmed others tied to economic activity, signaling caution about a potential economic slowdown. Despite this, it tripled its investment in Alphabet, valuing the ...
CoreWeave expects to exceed a $30 billion annualized revenue run-rate by fiscal year 2027, supported by a $99.4 billion backlog and over 75% contracted capacity for 2027. The company's growth is driven by increasing power capacity and higher pricing ...
Luca Socci presents a framework to evaluate the economic productivity of $725 billion in AI-focused capital expenditures by hyperscalers, with 75% being AI-specific. His method separates direct profits from suppliers and enabled profits from AI-depen...
NVIDIA closed its fiscal year with a 73.2% YoY revenue increase to $68.13 billion, driven by data center GPUs and networking growth. Alphabet posted $109.90 billion in Q1 revenue, fueled by 63% growth in Google Cloud and strong AI token processing vi...
