Yahoo Finance analysis suggests Wall Street is misreading Alphabet's AI capex concerns, citing strong Cloud growth and undervalued stock
Yahoo Finance's analysis indicates that Alphabet's (Google) stock is undervalued despite concerns over AI capital expenditure. The report highlights that Google Cloud revenue grew 82% year-over-year in the June quarter to $24.77 billion, with a Cloud backlog of over $460 billion. Analysts note that Alphabet's P/E ratio of 15 is low given its 24.23% revenue compounding rate, and 47 out of 53 analysts have revised their 2026 EPS consensus upwards in the past 30 days, with zero downward revisions.
No AI analysis yet. Tap the "AI Analysis" button above to generate one now.
Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
24H Trending
-
1
Middle East Tensions Escalate: US Deploys 10,000 More Troops, Israel Prepares for New Strikes Against Iran, Iran Issues War Warning
-
2
NextDC's data center project in Australia faces power supply delays due to resident protests, leading to a more than one-third reduction in its FY2027 earnings guidance and a 45% plunge in its stock price.
-
3
Indonesian cybersecurity firms are urging the government to increase support for AI talent development and the AI industry to counter the rising tide of AI-driven cyberattacks and online scams.
-
4
NVIDIA Launches Clinical Surgery AI Simulator Cosmos3-H-Dreams
-
5
U.S. Secretary of State Marco Rubio visits India's Reliance refinery, discusses refining Venezuelan crude to diversify energy supplies and advance potential $300B U.S. refinery deal
-
6
Ripple has launched institutional-grade 24/7 multi-asset swap contract trading through its Ripple Prime platform, supporting RLUSD stablecoin collateral. However, HSBC warns that market liquidity remains weak.
-
7
Nscale founder Josh Payne reassured employees that despite AI market volatility, demand for its data center services is "insatiable."
-
8
Anthropic's copyright settlement includes books by South Korean authors for compensation
-
9
Anthropic launches AI agent Claude Duet, capable of continuous background operation and proactive task execution
-
10
OpenAI says its AI model found a critical PHP vulnerability, leading to government websites in multiple countries going offline.
Markets Today
Recommended Reading


