
Did You See That Move? Alphabet's Earnings Take Flight
Alright alright hold your horses. Even I Michael Jordan gotta give props where they're due. Alphabet that Google and YouTube conglomerate just dropped a first quarter report that had Wall Street doing the cha cha. Revenue hit $90.23 billion earnings per share at $2.81. Analysts were expecting less. That’s like expecting me to miss a game winning shot… ain't gonna happen! Shares jumped nearly 5% premarket. Not bad for a company everyone’s been saying is past its prime.
Search Still Reigns Supreme Baby!
People were talkin' about AI this and AI that but let's be real – Google’s search and ad game is still strong. They’re saying competition is heating up. I say bring it on. Competition makes champions. Remember the Bad Boys Pistons? They made me better. Google’s got to stay hungry defend their turf and keep innovating. No pressure but second place is just the first loser you know?
Pummeled No More: Alphabet Stages a Comeback
The stock had been takin' a beatin' this year down about 16%. Ouch. But like any true champion Alphabet didn't stay down. They shook it off and bounced back. Up 5% this week? That’s like hittin' a clutch three in the fourth quarter. Momentum is everything and it looks like Alphabet's found theirs. They hit that shot! Get out of here!
Analysts Throwing Praise Like Confetti
You know you’ve done somethin’ right when the analysts start singing your praises. Citi JPMorgan Bank of America Goldman Sachs Morgan Stanley – they're all bullish. Hike in price target? That’s like getting MVP and Finals MVP in the same year. They're saying Alphabet can be a net AI beneficiary. They see Google closing the LLM performance gap and that they have data and distribution advantages. Translation: Google's got the fundamentals right and is adapting to the new game. They still got it!
YouTube's Secret Sauce: More Than Just Cats and Fails
They keep talkin' about YouTube's 'mixshift' and 'monetization evolution.' Sounds fancy right? It means they're gettin' better at making money off all those videos. They are taking more shots and making more shots simple! YouTube's no longer just a place for cat videos; it's a revenue generating machine. Smart play. Very smart. Like faking left and driving right on a defender.
The Next Chapter: AI Overviews and the Future of Search
Alphabet’s not resting on its laurels. They’re pushin' into AI and analysts are lovin’ it. 'AI Overviews' are apparently makin' a difference in usage and monetization. So they are changing the game with AI and they are going to make a lot of money doing it. That’s the kinda forward thinking that separates the winners from the losers. Remember you miss 100% of the shots you don't take. And Alphabet is taking them all.
distortedwon
AI Overviews could be a game-changer.
Liezz
Competition makes champions! Well said, MJ.