Alphabet Q2 resembles pre-dotcom bubble euphoria. Revenues +14%, Cloud +32%. Margins 32.4%, EPS $2.31, but $85B CapEx is overinvestment. Ads reliance risky. At 28x P/E, it reflects irrational optimism. Recommend caution.
Tag
More news by Edward Collins
"Microsoft’s Operating Costs Surge 23% Amid Aggressive Cloud and Gaming Investments"
Microsoft’s latest quarterly results reveal a worrisome trend ...
Effortless Buy for AI Dominance
Buying NVIDIA is as straightforward as sending...
Fund Rotation Signals Overvaluation
The Saudi sovereign fund’s focus on Unit....
Effortless Buy for AI Dominance
Buying NVIDIA is as straightforward as sending...
"Microsoft’s Operating Costs Surge 23% Amid Aggressive Cloud and Gaming Investments"
Microsoft’s latest quarterly results reveal a worrisome trend ...
Fund Rotation Signals Overvaluation
The Saudi sovereign fund’s focus on Unit....
Must Read News
Ultime news di Public Companies
Quarterly Summary Q2 2025 – Alphabet Inc.
testtest news
Quarterly Summary Q2 2025 – Alphabet Inc.
Massive AI Expansion Across Creative Cloud Massive AI Expansion Across Creative Cloud
Quarterly Summary Q2 2025 – Alphabet Inc.
Amazon is a top pick for a decade-long hold
