Overview
- The Oct. 13 analysis argues Alphabet is moving beyond reliance on search, highlighting YouTube’s ad heft and a strengthening Google Cloud as key contributors.
- Google Cloud’s latest reported quarter showed revenue of $13.6 billion, up 32%, with $2.8 billion in operating income, as Alphabet lifted its 2025 capex plan by $10 billion to $85 billion to expand data centers and scale TPUs.
- The commentary cites AI features such as AI Overviews, an AI Mode toggle, Lens, and Circle to Search as evidence of deeper integration that is increasing engagement and commerce-oriented queries.
- The author points to Waymo’s growing robotaxi presence in Los Angeles and presents it as an early U.S. leader in autonomous ride-hailing.
- As a counterpoint for investors, the piece notes that Motley Fool Stock Advisor’s current list of 10 recommended stocks does not include Alphabet.