mustafaU/E+ via Getty Images Alphabet ( GOOGL )( GOOG ) has been a topic of discussion ever since they announced an $85 billion equity raise to fund an aggressive expansion of its artificial intelligence compute infrastructure and global data centers. Bears are apprehensive about this move by Alphabet because of dilution of ownership – roughly 1-2% – and if Alphabet's heavy CapEx spending will gen...
mustafaU/E+ via Getty Images Alphabet ( GOOGL )( GOOG ) has been a topic of discussion ever since they announced an $85 billion equity raise to fund an aggressive expansion of its artificial intelligence compute infrastructure and global data centers. Bears are apprehensive about this move by Alphabet because of dilution of ownership – roughly 1-2% – and if Alphabet's heavy CapEx spending will generate attractive returns on invested capital. However, bulls like myself see the situation differently. Alphabet continues to report exceptional financial results , a strong market position, and the highest 1-year total return in the Mag 7, and continued AI and infrastructure investments to create more supply for their demand. In this article, I will discuss Alphabet’s financials, current news, and key risks to my bullish thesis. Seeking Alpha Financials Alphabet’s Q1 FY26 results were strong : roughly $110 billion in total revenue, a 22% increase YoY, which is their 11th consecutive quarter of double-digit growth. Google Services revenue increased 16% to $89.6 billion, driven by strength across the business. Search grew 19%, subscriptions grew 19%, and YouTube ads increased 11%. Net income also grew 81%, while EPS increased 82% to $5.11 . However, it is important to point out that a large part of the net income growth came from other income, which included a $37.7 billion net gain. This was mainly driven by unrealized gains on non-marketable equity securities. You can see this in the financial statements, as non-marketable securities increased from $68.7 billion to $106.9 billion quarter over quarter. On the cash flow statement, Alphabet also subtracts a $36.8 billion gain from net income, showing that this was not cash generated from the core business but rather an accounting gain. In my view, the quarter was still very strong operationally, but the EPS growth should not be taken entirely at face value because a meaningful portion of the net income increase came from unre...
Bitcoin miners are emerging as an important part of the artificial intelligence buildout, according to a new research note from Bernstein analyst Gautam Chhugani. The firm initiated coverage of two mining companies, TeraWulf and Cipher Digital, with "Outperform" ratings, calling them "the power ...
Bitcoin miners are emerging as an important part of the artificial intelligence buildout, according to a new research note from Bernstein analyst Gautam Chhugani. The firm initiated coverage of two mining companies, TeraWulf and Cipher Digital, with "Outperform" ratings, calling them "the power ...
Xi Jinping Applauds Kim's 'Socialist Cause' In Warm North Korea State Visit North Korean leader Kim Jong Un warmly greeted Chinese President Xi Jinping in Pyongyang Monday, kicking off Xi's two-day state visit to the internationally isolated country - which is his first trip there in seven years. Xi has called for deepening "strategic coordination and cooperation" with North Korea shortly after re...
Xi Jinping Applauds Kim's 'Socialist Cause' In Warm North Korea State Visit North Korean leader Kim Jong Un warmly greeted Chinese President Xi Jinping in Pyongyang Monday, kicking off Xi's two-day state visit to the internationally isolated country - which is his first trip there in seven years. Xi has called for deepening "strategic coordination and cooperation" with North Korea shortly after receiving a lavish, red carpet welcome at the airport. The two sides should inject "powerful momentum" into their ties , Xi said according to a readout released by Chinese state media Xinhua. Xinhua/ZUMA Press The Chinese leader spoke of a friendship that was 'generational' with the DPRK, in advancement of the 'socialist cause'. There is plenty that is ideological found within the official readout in the wake of the two leaders' initial meeting, per Xinhua : No matter how the international situation changes, the Chinese party and government's firm stance on highly valuing China-DPRK traditional friendship will not change , the firm support for General Secretary Kim in leading the DPRK's socialist cause will not change, and the firm commitment to safeguarding the shared interests of the two countries and preserving a favorable strategic environment will not change, Xi said. Xi pointed out that, in the face of the profound changes unseen in a century that are accelerating across the world, the two sides should take a broad and long-term view , build on past achievements and open up a new future, draw wisdom from the development process of the relations between the two parties and the two countries, seize opportunities in the prevailing trend of human history, inject new contemporary connotations and strong impetus into the traditional friendship between China and the DPRK, and open up a brighter prospect for the socialist cause of the two countries as well as regional peace and development. This cooperation is expected to be on several fronts, including economics and trade, agr...
Shares of eyewear retailer Warby Parker (NYSE:WRBY) jumped 4.7% in the morning session after S&P Dow Jones Indices announced the stock will join the S&P SmallCap 600.
Shares of eyewear retailer Warby Parker (NYSE:WRBY) jumped 4.7% in the morning session after S&P Dow Jones Indices announced the stock will join the S&P SmallCap 600.
Much has been said about how some young people have opted for the “lying flat” lifestyle in response to growing societal pressure and expectations. Add the increasing inroads of artificial intelligence (AI) into the workplace and their career opportunities have become even more uncertain. According to Hong Kong census data, the number of people aged 15 to 24 categorised as “NEET” – not in employme...
Much has been said about how some young people have opted for the “lying flat” lifestyle in response to growing societal pressure and expectations. Add the increasing inroads of artificial intelligence (AI) into the workplace and their career opportunities have become even more uncertain. According to Hong Kong census data, the number of people aged 15 to 24 categorised as “NEET” – not in employment, education or training – ranged from 33,700 to 36,100 from 2023 to 2025, accounting for 5.7 per...
Key Points3,000 shares sold for a total transaction value of approximately ~$352K, with a weighted average price of around $117.47 per share across June 1 and June 2, 2026.
Key Points3,000 shares sold for a total transaction value of approximately ~$352K, with a weighted average price of around $117.47 per share across June 1 and June 2, 2026.
A new US$4.7 billion bridge connecting Detroit, Michigan and Windsor, Ontario is on track to open in the coming weeks despite a threat made in February by US President Donald Trump, a bridge authority said on Monday. A formal ribbon cutting is expected later this week, a source told Reuters. Detroit media outlets reported on Monday the Gordie Howe International Bridge is expected to...
A new US$4.7 billion bridge connecting Detroit, Michigan and Windsor, Ontario is on track to open in the coming weeks despite a threat made in February by US President Donald Trump, a bridge authority said on Monday. A formal ribbon cutting is expected later this week, a source told Reuters. Detroit media outlets reported on Monday the Gordie Howe International Bridge is expected to open to traffic on June 15. The ribbon-cutting invitations went out on Monday after a...