Alphabet: You'll Regret Not Getting On The AI Train

Alphabet Inc.'s Q2 results crushed expectations, driven by surging AI demand and explosive cloud profit growth, especially in operating margins. Google raised its AI-driven CAPEX forecast from $75B to $85B, signaling huge confidence in future AI-led profitability. Alphabet trades at a significant valuation discount to cloud peers like Amazon and Microsoft, despite superior cloud operating profit up-scaling.