Yahoo Finance·2025-10-31 10:00Core Insights - Google has successfully navigated its legal challenges and is focusing on how to monetize AI without undermining its search business [1] - The company reported its first $100 billion quarter, indicating that AI is augmenting rather than cannibalizing its existing services [1] - Alphabet's stock rose 5% following a strong earnings report, positioning it favorably among its peers in the tech sector [3] Financial Performance - Alphabet's capital expenditures forecast for the year has been increased to $93 billion from $85 billion, reflecting strong customer demand for AI technology [7] - The company has shown solid advertising revenue alongside its AI initiatives, countering narratives of disruption in the market [4] Market Position - Analysts are optimistic about Google's search business, viewing the recent quarter as a turning point that alleviates previous legal concerns and enhances its competitive stance in AI [5][6] - Google's Gemini app has gained significant traction, boasting over 650 million monthly users, which supports its advertising revenue growth [4]