Alphabet Q2: That's Why I Keep The Company In My Recommended Portfolio

  • Alphabet Inc. delivered strong Q2 results, with net revenue up 12% YoY, driven by robust growth across Search, YouTube, Google Play, and especially Google Cloud. Google Cloud's operating margin surged to 20.7%, reflecting successful AI adoption and efficiency, while overall operating profit rose 14% YoY. Management raised 2025 CapEx guidance to $85 billion, focusing on AI expansion; while aggressive, I trust Alphabet's proven leadership and strategic vision.