Hey there, Morgan. So, we got shares moving three and a half% higher in the after hours. Now, with EPS, uh, Alphabet reporting a gap EPS number here of 287.That's not comparable to analyst estimates due to a onetime three.5 billion charge that they got from the European Commission. That's related to distorting competition in the adtech market. Now, revenue, that's a big beat here, 102.35% billion.The street was expecting to see 99.89% billion. I've also got a cloud revenue for number for you for Q3. That's ...

Financial Performance - Alphabet's quarterly sales surpassed analysts' estimates [1] Business Performance - Cloud unit's performance is a key driver of Alphabet's sales growth [1] - AI startups are seeking Google's support and computing power, boosting the cloud unit [1]

谷歌母公司Alphabet三季度营收1023.5亿美元，预期998.5亿美元。 来源：滚动播报 ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted the company’s ad business and commented: “Well, Alphabet, Microsoft, and Meta are, at their core. tech companies. They’ve moved into multiple venues, multiple areas, multiple verticals, and that’s why I, when I think about Alphabet for instance, I now think of YouTube because it has that amazing business model where it makes a ton of money off ads… Google Search was supposed to be cannibalized by ...

JUST IN: Google $GOOGL reports $102.3 billion in revenue for Q3 2025, beating expectations. https://t.co/K80GONsp92 ...

Exhibit 99.1 Alphabet Announces Third Quarter 2025 Results MOUNTAIN VIEW, Calif. – October 29, 2025 – Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended September 30, 2025. The following table summarizes our consolidated financial results for the quarters ended September 30, 2024 and 2025 (in millions, except for per share information and percentages). | | | | Quarter Ended September 30, | | | --- | --- | --- | --- | --- | | | | 2024 | | 2025 | | Revenues | $ | 88,26 ...

Key Points Alphabet's earnings are increasingly driven by AI. Chip company ON Semiconductor has a big future once electric vehicle investment recovers from its cyclical low. Synopsys' latest acquisition makes sense, but it will need to adjust to some challenging market conditions in its smaller segment. 10 stocks we like better than ON Semiconductor › Google owner Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), ON Semiconductor (NASDAQ: ON), and Synopsys (NASDAQ: SNPS) have had vastly different years on ...

Core Viewpoint - Alphabet is set to report earnings, with expectations of a gain of $2.26 per share on revenue of $99.96 billion, while the Whisper number suggests a gain of $2.31 per share [3] Financial Performance - Earnings have fluctuated over the past few years: $2.64 in 2020, $5.00 in 2021, $4.72 in 2022, $5.74 in 2023, $7.79 in 2024, and projected to grow to $9.90 in 2025 and $10.77 in 2026 [4] - The stock has a price-to-earnings (P/E) ratio of 31, approximately 1.3 times the benchmark S&P 500 [4] Technical Analysis - The stock is currently trading at a record high of $273, having risen significantly from a low of $140.53 in April 2025 [5] - It is trading above its 50 and 200-day moving averages, indicating healthy technical signs [5] Company Overview - Alphabet Inc. was established in 2015 to manage Google's diverse ventures, allowing Google to focus on its core internet services while subsidiaries operate independently [7][8] - Under CEO Sundar Pichai, Alphabet has maintained its position as a leading technology conglomerate with a market capitalization exceeding $2 trillion [9][10] Revenue Streams - Alphabet's revenue is primarily driven by Google's advertising business, with significant contributions from YouTube and Google Cloud [10] - The company operates through segments including Google Services, Google Cloud, and Other Bets, offering a wide range of products and services globally [11][12][13]

Group 1: Economic Indicators and Market Reactions - Recent inflation data fell below expectations, leading to strong market speculation about potential interest rate cuts by the Federal Reserve, with CME data indicating a high probability of a cut in October and a second cut in December [1] - The expectation of rate cuts has acted as an accelerator for risk assets, although it is noted that such cuts can also fuel asset bubbles [1] - Precious metals experienced a significant sell-off, indicating a rapid re-pricing in response to the "rate cut-inflation" narrative, as investors shift from safe-haven assets to riskier investments [1] Group 2: Chinese Concept Stocks Performance - Chinese concept stocks mostly rose, benefiting from the spillover effect of a rally in U.S. stocks, with individual companies' performance or news also providing support [3] - Despite the positive market sentiment, discussions around regulatory and valuation risks remain, although they are currently overshadowed by the excitement of rising stock prices [3] Group 3: Currency and Capital Flows - The offshore RMB saw a significant short-term rebound, reflecting capital flows and short-term perceptions of the currency, highlighting the non-linear nature of global capital movements [4] Group 4: U.S. Stock Market Highlights - Major U.S. stocks like Tesla, Nvidia, and Apple saw notable increases, with Tesla rising by 4.31% and Nvidia by 2.81%, indicating strong investor interest in technology and growth sectors [5] - AI's potential is viewed optimistically, with a research report suggesting a two-thirds probability of success for AI initiatives, although it is emphasized that not all AI-related companies will benefit equally [5] Group 5: Market Dynamics and Investment Strategies - The current market rally is supported by three pillars: expectations of interest rate cuts providing liquidity, ongoing narratives around AI and semiconductors, and the influence of institutional and passive funds amplifying upward trends [6] - Investors are advised to recognize that the market is driven by narratives and structural funds, and to discern who is actually backing these stories [10] - For short-term investors, it is recommended to enjoy the information advantage while setting risk limits, while long-term investors should focus on the speed of fundamental realization and cash flow capabilities of companies [12]

Joe, if this wasn't the kind of day where you like jump out of bed ready to get up here and talk about this incredible market day that we have, I don't know what's going to get you to do that. I mean, you got the Fed decision, you got the 5 trillion Nvidia, you got some incredible earnings coming up and the market's hitting record highs again into all of it. >> Sure is a remarkable day.And I will say this, I think I speak for the majority of portfolio managers out there, it's somewhat perplexing. It's perpl ...