Alphabet: The $250 Billion Capex Offload Plan (NASDAQ:GOOG)
· seekingalpha.com
Alphabet Inc. is rated Strong Buy: cloud margins hit 35.6% on 82% revenue growth as $250B TPU JVs fund AI expansion—click to read the GOOGL thesis now.
I last covered Alphabet Inc. ( GOOG / GOOGL ) back on July 8, 2026, and since then, the second-quarter numbers have been widely covered. The market read the res...