A $100 Billion Reason to Buy Google Stock

Core Insights - Technology stocks, particularly Nvidia and Alphabet, are leading market trends, with Nvidia surpassing a $5 trillion market cap and Alphabet's stock up 48% year-to-date [1][2] - Alphabet's Q3 2025 results show strong growth across various segments, including Google Search, YouTube ads, subscriptions, and cloud services [1][5] Company Performance - Alphabet achieved quarterly revenue exceeding $100 billion for the first time, with a 16% year-on-year revenue increase and a 35% rise in diluted EPS to $2.87 [5] - Google Cloud revenue grew by 34% to $15.2 billion, driven by advancements in Google Cloud Platforms, AI infrastructure, and generative AI solutions [5] - The company ended the quarter with a $155 billion backlog in Google Cloud, indicating robust future growth potential [6] Subscriber and User Metrics - Alphabet reported 300 million paid subscribers, primarily for Google One and YouTube Premium, and the Gemini app has over 650 million monthly active users [6] Capital Expenditure - Capital expenditure for Q3 surged to $23.9 billion, an 83% increase year-on-year, with annual capex projected between $91 to $93 billion, supporting growth across business segments [7]