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Posted by
Two Blokes Jul 26 -
Filed in
Stock
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Alphabet's core Google business continues to deliver double-digit growth, with strong performance in search, YouTube ads, and subscriptions. Google Cloud is accelerating, with 32% YoY revenue growth and improving margins, but is driving a surge in capital expenditures. Massive capex for AI and cloud is pressuring free cash flow yields below 1%, raising concerns about long-term shareholder returns.
