Alphabet (Google) just deliver-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Alphabet (Google) just delivered a solid Q2 earnings beat, silencing the skeptics with strong topline growth and impressive margins. But one number stood out — a massive $10 billion in capital expenditures. Now, the market is split: is this aggressive investment a bullish AI bet, or a red flag on cost?

The Good News First

Google’s core businesses — Search, YouTube, and Cloud — all showed healthy momentum. AI integration across products continues to deepen, and advertising demand held up better than feared. EPS came in above expectations, reinforcing Google's ability to execute in a complex macro backdrop.

What’s With the $10B Capex?

The heavy spending is largely targeted at data centers, AI infrastructure, and custom chips — all essential to competing in the next wave of generative AI. For bulls, this is long-term thinking in action: Google is planting seeds today to secure dominance tomorrow.

But to the skeptics, it raises the question — can Google sustain this level of investment without sacrificing free cash flow or facing margin compression?

Final Thought

This quarter confirms Google is still a strong player in AI and cloud. The $10B capex is bold, but could pay off big if it results in a stronger AI moat. If you're long-term focused, this could be a “buy the growth” moment — not a time to worry about spending.

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?

This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.

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If you're long-term focused, this could be a “buy the growth” moment — not a time to worry about spending.</p></body></html>","htmlText":"<html><head></head><body><p>Alphabet (Google) just delivered a solid Q2 earnings beat, silencing the skeptics with strong topline growth and impressive margins. But one number stood out — a massive $10 billion in capital expenditures. Now, the market is split: is this aggressive investment a bullish AI bet, or a red flag on cost?</p>\n<p>The Good News First</p>\n<p>Google’s core businesses — Search, YouTube, and Cloud — all showed healthy momentum. AI integration across products continues to deepen, and advertising demand held up better than feared. EPS came in above expectations, reinforcing Google's ability to execute in a complex macro backdrop.</p>\n<p>What’s With the $10B Capex?</p>\n<p>The heavy spending is largely targeted at data centers, AI infrastructure, and custom chips — all essential to competing in the next wave of generative AI. For bulls, this is long-term thinking in action: Google is planting seeds today to secure dominance tomorrow.</p>\n<p>But to the skeptics, it raises the question — can Google sustain this level of investment without sacrificing free cash flow or facing margin compression?</p>\n<p>Final Thought</p>\n<p>This quarter confirms Google is still a strong player in AI and cloud. The $10B capex is bold, but could pay off big if it results in a stronger AI moat. If you're long-term focused, this could be a “buy the growth” moment — not a time to worry about spending.</p></body></html>","text":"Alphabet (Google) just delivered a solid Q2 earnings beat, silencing the skeptics with strong topline growth and impressive margins. But one number stood out — a massive $10 billion in capital expenditures. Now, the market is split: is this aggressive investment a bullish AI bet, or a red flag on cost? The Good News First Google’s core businesses — Search, YouTube, and Cloud — all showed healthy momentum. AI integration across products continues to deepen, and advertising demand held up better than feared. EPS came in above expectations, reinforcing Google's ability to execute in a complex macro backdrop. What’s With the $10B Capex? The heavy spending is largely targeted at data centers, AI infrastructure, and custom chips — all essential to competing in the next wave of generative AI. For bulls, this is long-term thinking in action: Google is planting seeds today to secure dominance tomorrow. But to the skeptics, it raises the question — can Google sustain this level of investment without sacrificing free cash flow or facing margin compression? Final Thought This quarter confirms Google is still a strong player in AI and cloud. The $10B capex is bold, but could pay off big if it results in a stronger AI moat. 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