Quick Read – GOOG must gain 92% to hit $700 by 2030, achievable only if Google Cloud sustains explosive growth and EPS keeps compounding. – Q1 CapEx more than doubled to $35.67B and free cash flow dropped 47%, raising doubts about AI spending converting to durable returns. -…
ogle Cloud grew 63% with a $462B backlog, and Gemini API now processes 16 billion tokens per minute, supporting the bull case. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn’t make the cut. Grab the names FREE today
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) just posted the loudest AI quarter of any megacap. Revenue of $109.90 billion was up 21.8% year over year, cloud grew 63%, and CEO Sundar Pichai declared that “our AI investments and full stack approach are driving performance across our business.” Shares sit at $364.90 after a 16.43% YTD move. The question I want to answer: can this stock realistically trade at $700 by 2030?
What’s Holding Alphabet Back Right Now Alphabet is digesting a monster rally. The stock is up 102.68% over one year, but the one-month change is -0.17% and shares trade 6% below the 52-week high of $404.23. The pause has a clear cause: capital intensity.