Alphabet's valuation remains highly attractive, says Evercore ISI's Mark Mahaney

Google parent alphabet beating street expectations for a second quarter. Earnings in revenue coming in better than expected. The company saw strong results across search, also cloud, also YouTube.Joining us more on this mega cap tech giant Mark Mahaney, he's the Everest ISI head of internet research. He raised his price target on Alphabet to $240 a share from 205. Uh I think the concern and anxiety around this stock has been this idea that Chat GPT and Claude and all the other uh big LLMs were somehow going ...