Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently discussed. Cramer once again showed regret as the Charitable Trust sold the stock a while ago. He commented: “Alphabet shot the lights out with the revenue growth accelerating for the third straight quarter to 16%, much better than expected, and the company earning $2 and 87 cents. Wall Street was only looking for $2 and 27 cents, and that’s why that stock is flying after hours. You know, I think it’s terrific regretfully, because I tol ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently talked about. Highlighting the reason behind the Charitable Trust’s decision to keep AMZN, Cramer expressed regret over selling Alphabet stock at the wrong time. He said: “See, look at the action in Alphabet. Have you seen it? Earlier this year, concerned about Justice Department’s attack on the company over monopolist behavior, worried that Gemini, its AI agent, will cannibalize the search function, we sold this stock for the trust. No ...

Digesting the first batch of Mag 7 earnings… Presidents Trump and Xi sign off on a trade framework… nuclear stocks jump on news of U.S. government buildout… beware of the “cockroaches”VIEW IN BROWSERComing into this week, one of the big questions was “Will the Magnificent Seven post earnings that keep the market party going?”We’ve now got part of the answer.“Sort of.”After yesterday’s closing bell, three of the Magnificent Seven posted quarterly results. While the numbers were mostly impressive, the size of ...

We recently published 10 Stocks Moving on Buzzing News as Analyst Issues Strong Warning About AI Valuations. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks moving on buzzing news. Theotrade‬’s Don Kaufman said earlier in October on Schwab Network that he’s bearish on Alphabet amid AI threats. He sees GOOG returns “diminishing” with time and mentioned an options trade to play it. “I mean, where are they making their money? Is it AI? Right now, that AI hype trade is part of Alphabet Inc Class A (NASDAQ: ...

公司业绩表现 - 第三季度总营收同比增长16%至1024亿美元 创下公司单季营收首次突破1000亿美元的纪录 [1][2] - 第三季度净利润同比大幅增长33%至近350亿美元 每股收益跃升35%至287美元 [2] - 谷歌云业务收入同比增长34%至1516亿美元 搜索业务收入增长145%至5657亿美元 YouTube广告收入增长15%至1026亿美元 [2] 分析师评级与目标价 - Canaccord Genuity维持买入评级 将目标价从270美元上调至330美元 [4] - Wedbush Securities重申跑赢大盘评级 将目标价从245美元上调至320美元 [6] - Needham维持买入评级 将目标价从260美元上调至330美元 [8] - KeyBanc Capital Markets重申增持评级 将目标价从300美元上调至330美元 [10] - Rosenblatt Securities维持中性评级 将目标价从224美元上调至279美元 [12] 人工智能驱动因素 - 公司在搜索 YouTube和云业务中通过Gemini和AI Overviews等创新推动产品和货币化增长 [4] - 全栈生成式AI战略带来定价能力和利润率扩张 AI模式推动搜索查询量和货币化提升 [8] - Gemini和AI模式的快速扩展以及核心搜索和云业务的强劲表现凸显公司在AI领域的优势 [11] 资本支出计划 - 2025年资本支出预测上调至910亿至930亿美元 较此前850亿美元有所增加 2026年计划进一步大幅增长以巩固AI领导地位 [5] - 第三季度资本支出同比猛增83%至240亿美元 修订后的2025年资本支出预测为920亿美元 2026年预测将跃升至1150亿美元 [9] - 资本支出增加主要针对AI基础设施和扩大云容量 反映云和AI相关投资的激增 [7][9] 市场反应与竞争态势 - 公司股价在财报发布后上涨473%至28825美元 [12] - 有分析师肯定AI模式的7500万日活跃用户和Gemini的强劲采用率 但对未来搜索领域来自其他AI领导者的竞争保持谨慎 [12]

公司业绩表现 - Alphabet第三财季盈利超出预期 [1] - 核心搜索和云业务实现强劲的两位数增长 [1] - 搜索广告业务对公司营收增长贡献显著 [1]

公司财务表现 - Alphabet第三财季盈利超出预期[1] - 核心搜索和云业务实现强劲的两位数增长[1] 业务部门表现 - 搜索广告业务对第三季度营收增长贡献显著[1] - 云业务是真正的亮点[1]

Related news Higher Markets, Fewer Players? What Mark Minervini Sees Despite A Positive Market. BREAKING: Futures Mixed After Trump, Xi Meet Dow Jones futures fell slightly early Thursday, while S&P 500 futures and Nasdaq futures edged lower. President Donald Trump hailed an "amazing, outstanding" meeting with Chinese President Xi Jinping, announcing agreement on some key areas. Microsoft (MSFT), Meta Platforms (META) and Google parent Alphabet (GOOGL) topped earnings views Wednesday night, guiding to stron ...

市场整体表现 - 主要股指表现分化 道琼斯工业平均指数下跌近0.2%至47,632点 标准普尔500指数持平于6,890.59点 纳斯达克综合指数上涨0.55%至23,958.47点 [1] - 美联储将基准利率下调25个基点至3.75%-4.00% 并宣布将于12月1日停止缩减证券持有量 结束量化紧缩计划 该决定有两张反对票 [2] Meta Platforms Inc (META) - 股价微涨0.03% 收于751.67美元 盘后交易中下跌超过7%至696.30美元 [3] - 第三季度营收为512.4亿美元 同比增长26%且超预期 调整后每股收益为7.25美元 但财报中包含一笔159.3亿美元的一次性非现金所得税费用 [4] - 首席执行官马克·扎克伯格强调人工智能和可穿戴技术领域的强劲表现 并指出未来将有重大投资 [4] Alphabet Inc (GOOG) - 公司C类股股价上涨2.51% 收于275.17美元 盘后交易中进一步上涨6.73%至293.69美元 A类股股价上涨2.65%至274.57美元 盘后上涨6.72%至293.01美元 [5] - 第三季度营收为1023.5亿美元 同比增长16%且超预期 每股收益为2.87美元 增长由搜索、YouTube和云业务的收益推动 [6] - 首席执行官桑达尔·皮查伊强调人工智能的快速采用以及Gemini拥有6.5亿用户 但公司预计2025年资本支出将更高 [6] 微软公司 (MSFT) - 股价微跌0.10% 收于541.55美元 盘后交易中下跌近4%至519.99美元 [9] - 第一季度营收为777亿美元 同比增长18%且超预期 每股收益为4.13美元 超出市场预期的3.67美元 增长由强劲的云和人工智能表现驱动 其中Azure收入增长40% [10] 星巴克公司 (SBUX) - 股价下跌1.47% 收于84.17美元 [11] - 第四季度营收为95.7亿美元 超出预期 但调整后每股收益0.52美元低于0.56美元的预期 全球同店销售额增长1% 国际增长抵消了北美销售额的持平 [11] - 盘后交易中股价上涨1.8% [11] Chipotle Mexican Grill Inc (CMG) - 股价下跌1.24% 收于39.76美元 盘后交易中大幅下跌16.5%至33.19美元 [7] - 第三季度每股收益0.29美元符合预期 营收30亿美元略低于30.2亿美元的预期 同店餐厅销售额和利润率小幅下降 公司新开设84家门店 [8]

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted the company’s ad business and commented: “Well, Alphabet, Microsoft, and Meta are, at their core. tech companies. They’ve moved into multiple venues, multiple areas, multiple verticals, and that’s why I, when I think about Alphabet for instance, I now think of YouTube because it has that amazing business model where it makes a ton of money off ads… Google Search was supposed to be cannibalized by ...