Paradi Lab
2026.07.22 20:22

There is no AI bubble.

Strong $Alphabet(GOOGL.US) Q2 Earnings:

- Revenues: $119.8B vs. $117.0B (beat by 2% and up 24% YoY)

- Google Cloud revenue: $24.8B (up 82%, accelerating from 63% last quarter)

- Operating margin: 34% (expanded 2%)

- EPS: $9.11 vs. $2.91 expected (beat by 213%)

- Capex: $44.9B vs. $44.2B expected

- Gemini 950M MAUs

Accelerating cloud growth.....

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