Doran: Alphabet could be a tailwind for the AI trade, which is just getting more powerful
Why don't we start off with Alphabet. Um, seems to be the thing that's really moving the NASDAQ higher right now. I want to talk to you about those cloud results.32% growth year-over-year. What was your take on the quarter, specifically that part of the business. >> Well, that part that was one of the big things because, as you know, they've got really four different areas.It's the cloud, it's Gemini, it's YouTube, it's search, which of course has been the big existential question. you know what's happening ...