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Alphabet

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283,43 $US

+4,09 $US (+1,46 %)depuis 00:00 UTC

+3,40 $US (+1,21 %)depuis la clôture américaine

Prix onchain
283,21 $US
Prime / décote
-0,08 %
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Analyses

Investors debate Alphabet's low valuation despite strong Cloud growth. Some warn rising CapEx and search trends could offset gains.

Capital expenditure surge and free cash flow impact

According to 24/7 Wall St., Alphabet's $175B+ CapEx pushed free cash flow negative, but a $460B cloud backlog and 34% operating margin justify the infrastructure bet.

According to 24/7 Wall St., Alphabet's AI buildout turned Q2 free cash flow negative $6 billion. According to 24/7 Wall St., Alphabet's long‑term debt nearly doubled to $98 billion.

I Keep Buying Alphabet Hand Over Fist Becuase The Skeptics Are Wrong - 24/7 Wall St.Waymo Is Doing So Much More Than Most Understand, Keeping Me Buying Alphabet Hand Over Fist - 24/7 Wall St.

Waymo robotaxi scale and competitive risks

According to 24/7 Wall St., Waymo surpassed 500,000 fully autonomous rides weekly and secured a $16 billion investment round.

According to 24/7 Wall St., investors chase Tesla for robotaxi exposure. According to 24/7 Wall St., Waymo's paid commercial miles are live today while Alphabet trades at just a 15 P/E.

Waymo Is Doing So Much More Than Most Understand, Keeping Me Buying Alphabet Hand Over Fist - 24/7 Wall St.Waymo Is Doing So Much More Than Most Understand, Keeping Me Buying Alphabet Hand Over Fist - 24/7 Wall St.

Actualités

OpenAI says ChatGPT is catching up to Google in search

OpenAI's Adam Fry said ChatGPT search query volume now equals 20 percent of the volume run through Google, though he did not specify the source of the Google figure, The Verge reports.

theverge.com ·

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