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Alphabet Inc. (GOOGL) Upgraded to "Buy" by Citigroup with New Price Target
Financial Modeling Prep· 2025-10-30 17:16
Group 1: Alphabet Inc. Performance - Citigroup upgraded Alphabet Inc. to a "Buy" rating with a new price target of $343, up from $280, while the stock price was $274.57 [1][6] - Alphabet's Q3 revenues reached $102.4 billion, exceeding Wall Street's expectations of $99.85 billion, driven by a 34% increase in Google Cloud revenue to $15.2 billion [2][6] - The adjusted earnings per share (EPS) for Alphabet was $2.87, surpassing the expected $2.27 [2][6] Group 2: Meta Platforms Performance - Meta Platforms experienced an 8% decline in stock price due to disappointing Q3 results, with revenues of $51.24 billion slightly above expectations but a significant EPS miss at $1.05 [3][6] - The decline in Meta's stock was exacerbated by concerns over increased AI spending, leading to a substantial drop in market value by tens of billions [5][6] - Meta raised its 2025 capital expenditure guidance to between $70 billion and $72 billion, reflecting its commitment to AI [5]
Alphabet Surges on Q3 Earnings Beat: ETFs to Watch
ZACKS· 2025-10-30 16:51
Alphabet (GOOGL) came up with better-than-expected third-quarter earnings on Oct. 29 after market close. Earnings of $2.87 per share surpassed the Zacks Consensus Estimate of $2.26 by 26.99%. This marked an improvement of 35.38% from earnings of $2.12 per share recorded in the same period last year.2025 is shaping up to be a strong year for the tech giant after a volatile first half. Alphabet’s stock has gained nearly 45% year to date and about 12% over the past month. Markets responded positively to the co ...
X @Nick Szabo
Nick Szabo· 2025-10-30 16:38
RT Mario Nawfal (@MarioNawfal)🇮🇱 ISRAEL FORCED GOOGLE AND AMAZON TO USE SECRET CODE TO BYPASS GLOBAL LAWSIsrael made Google and Amazon agree to a "winking mechanism" as part of their $1.2 billion cloud deal in 2021, dubbed "Project Nimbus".Here's how it works: if either company is legally forced to hand over Israeli data to foreign authorities and gagged from saying so, they must send a coded payment to Israel within 24 hours.The payment amount corresponds to the country's dialing code.US request? 1,000 she ...
Alphabet reports first $100B quarter as it turns its massive AI infrastructure bets into revenue
CNBC Television· 2025-10-30 16:30
Hey, Courtney. So, it was Alphabet's first hundred billion dollar quarter and they were firing on all cylinders. We saw acceleration across every major business line.As the company turns its massive AI infrastructure bets into real revenue, search up 14%, YouTube ads rose 15% and then Google Cloud, it jumped 34% year-over-year, beating street expectations. CEO Sundar Pachai credited the beat to Alphabet's full stack AI strategy. New products like overviews and AI mode are driving meaningful query growth, es ...
[DowJonesToday]Dow Jones Advances Amidst Mixed Tech Earnings and Evolving Trade Dynamics
Stock Market News· 2025-10-30 16:09
The Dow Jones Industrial Average (^DJI) was up 244.15 points (0.51%) today, reaching 47876.15, as investors navigated a complex landscape of mixed corporate earnings and ongoing geopolitical developments. The market's main narrative was shaped by a combination of Big Tech's latest quarterly reports and the outcomes of the recent U.S.-China trade talks, alongside a cautious stance from the Federal Reserve regarding future interest rate cuts. While some tech giants delivered strong results, others faced headw ...
Alphabet Stock Hits Record High After Google Parent Reports Strong Earnings—Monitor These Key Levels
Yahoo Finance· 2025-10-30 16:03
Source: TradingView.com Key Takeaways Alphabet reported earnings that topped Wall Street estimates, as quarterly revenue surpassed $100 billion for the first time. Alphabet shares broke out from a flag pattern earlier this month, indicating a continuation of the stock’s strong uptrend. However, the relative strength index sits in overbought territory, increasing the likelihood of near-term profit-taking or consolidation. The measuring principle forecasts a potential upside target of $360. Investors s ...
Looking to see if Meta AI can reach consumer scale, says Goldman Sachs' Sheridan
Youtube· 2025-10-30 16:03
So, let's get more on Alphabet and Meta's Q3 results. Bring in Eric Sheridan. He's Goldman Sachs's co-head of tech media, telecom research, has a buy rating on both companies.Eric, let's start with Meta because uh the stock is getting hit pretty hard today on those capex numbers. You know, are you surprised and what do you make of it all. >> I'm not surprised by the initial reaction.I think this market right now is putting a premium on visibility into return uh on capital spend. So similar to the point you ...
深夜暴跌!“AI泡沫”担忧再起
证券时报· 2025-10-30 15:05
美联储十二月降息未定 尽管美联储如市场所愿再次降息,但对于年内最后一次议息会议的前景,鲍威尔则给市场泼了凉水。 在议息结果发布后的记者会上,鲍威尔警告说,不要认为下次会议降息是板上钉钉的事情。鲍威尔表示:"货币政策委员会成员在本次会议上的讨论中,对于 12月是否降息存在强烈的不同意见。" 除了上周发布的消费者价格指数外,政府暂停了所有数据的收集和报告,这意味着美联储无法获得非农就业人数、零售销售和大量其他宏观数据等关键指 标。在会后声明中,美联储承认缺乏数据带来的不确定性,并限定了对广泛经济状况进行分类的方式。 鲍威尔还表示,19名美联储官员"越来越大声"地要求"至少等待一个周期",然后再再次降息。 根据芝加哥商品交易所(CME)的美联储观察(FedWatch)数据,12月降息的可能性从一天前的90%下调至67%。 Meta突然暴跌。 当地时间10月30日(周四),美股三大股指集体低开,随后道指翻红。截至记者发稿,道琼斯指数上涨0.44%,标普500指数下跌0.44%,纳斯达克指数下跌 0.91%。 多家科技巨头发布最新财报,有人欢喜有人愁。在人工智能方面庞大的资本支出,开始让众多投资者感到担忧,"AI是否正 ...
Big Tech earnings reaffirm AI bullishness, OpenAI reportedly sets stage for big IPO at $1 trillion
Youtube· 2025-10-30 15:04
All right, good Thursday morning. We made it almost from Yahoo Finance New York City headquarter studios. I'm Yo Finance executive editor Brian Saz.You can see the opening bells on Wall Street doing their thing. They're ringing and I have a powerp packed 30 minutes for you today. Fresh with the no BS analysis on big tech earnings from Microsoft, Alphabet, and Meta that you are craving.I think all three of these quarters reaffirm the bullish AI investment thesis and investors are going to have to just deal w ...
Alphabet: Growth, Buybacks, Cheap P/E (NASDAQ:GOOG)
Seeking Alpha· 2025-10-30 14:41
Alphabet Inc. ( GOOG ) ( GOOGL ) reported better-than-expected earnings for its third fiscal quarter on Wednesday amid strong, double-digit growth in its core Search and Cloud businesses. While Search advertising contributed nicely to the company’s top-line growth inAnalyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, AAPL, AMZN, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving co ...