【Can Alphabet's 32% Cloud Growth Justify AI Investment Surge?】【Goldman Sachs: Tech Giants Face New Divergence】
the Wall Street Journal Podcast - Podcast autorstwa Wall Street Podcast
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Goldman Sachs' latest Alphabet Q2'25 earnings analysis reveals: Total revenue of $96.43B exceeded expectations with 14% growth, Google Cloud surged 32% as key highlight, EPS $2.31 beat estimates. Company raised capex to $85B for AI investments but faces near-term antitrust ruling uncertainty. Goldman maintains Buy rating with $225 target, bullish on long-term digital economy positioning and AI transformation prospects.
