GOOGL

Google: APAC Retail Weakness May Flow Through In Q3 FY24 Financials (Archive)

APAC retail softness and rising AI capex could constrain Google's earnings leverage ahead.

Google: Time To Start Scaling Out (Archive)

Scaling out of Google as alpha fades and risk‑reward turns less compelling.

Google: Undervalued With A Rosy Outlook After Q2 (Archive)

Google’s resilient search, real cloud margins, and disciplined capital allocation drive compelling upside.

Google: The Hidden Truth Behind Accounting Boosts (Archive)

Unmasking Alphabet’s earnings: separating one-off accounting boosts from true operating strength.

Google: Recalibrating Before Q1 FY23 Results (Archive)

Recalibrating Google Cloud margins before Q1 FY23 to frame an impending revenue beat.

Google: Look Up At The Cloud (Archive)

Cloud’s quietly becoming Google’s profit engine, with pricing and margins inflecting higher.