Alphabet's Google Cloud revenue surged 103% to $30.7 billion with operating margins expanding to 36.2%, signaling strong growth and profitability. Meanwhile, overall search revenue grew 12% to $63.3 billion, though AI monetization slowed growth compared to the previous quarter. Despite generating $42.3 billion in operating cash flow, Alphabet's free cash flow turned negative due to $51.4 billion in capital expenditures. The strong Cloud growth supports a bullish outlook, but current stock valuations suggest limited upside from the base case.
Alphabet's market cap stands at $3.48 trillion as of Oct 30, 2026, 20:12 WIB, reflecting its massive scale in the tech sector. On Pluang, GOOG shares trade at USD 278.83 with a 1-day decline of 1.24%, while the stock sees strong investor interest with 78% of order activity on the buy side. The dividend yield remains modest at 0.31%, indicating a focus on growth over income for shareholders.
Alphabet Inc. maintains a Strong Buy rating even after a 17% decline in its stock price since the last coverage, supported by solid core growth drivers. Search growth slowed to 12%, with AI-related queries currently monetizing less than traditional s...
Alphabet and Microsoft both fell short of their AI capital expenditure expectations for Q3, signaling a slowdown in AI infrastructure investment. Caterpillar's 22% inventory rise suggests overproduction, reinforcing the thesis of a cooling AI capex m...
Waymo will start testing autonomous Toyota bZ4X electric vehicles in Japan next year as part of a partnership to supply EVs for robotaxi services in markets like Japan and the U.K. Toyota will manufacture the 2027 bZ4X models and integrate Waymo's se...
Alphabet Inc. reported a strong 25% revenue increase to $128 billion, driven by a 103% surge in its Cloud business and strategic sales of TPU systems positioning it as a future silicon leader. Despite this growth, the market reacted negatively to sho...
Alphabet Inc. reported a 25% year-over-year revenue increase in Q3, driven by strong growth in Google Cloud, which surged 103%. However, operating income fell short of expectations by 6%, partly due to slower monetization of AI Mode in Search despite...
