Alphabet: The Most Important Earnings Number

  • Alphabet delivered a blowout Q2 2025, with every segment showing healthy growth and cloud revenues up 32% YoY. Google is doubling down on AI, committing $85 billion in CAPEX, positioning itself as an industry leader in AI and cloud. Valuation remains compelling among big tech, and I reiterate my Strong Buy rating—Google is my favorite stock right now.