Post
FJCRUIZIN
Google Cloud +82% YoY to $24.8B last quarter (Q2). Margin 35.6%, backlog $514B. They added more incremental revenue than Search.
CapEx $45B, FCF negative, 2026 guide still massive. Demand is real.
Q3 reports Oct 28. Another strong Cloud print keeps the AI bid alive for risk assets. CapEx scare = dip.
Positioning before or fading the print?
#AlphabetQ3CloudAndAI
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$74,428.8-0.01%
ETH/USDTEthereum
$2,095.51-0.02%
SOL/USDTSolana
$84.75-0.04%
Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
