ALPHABET INC. CDR DL-,001 ADR

Analysts point to AI monetization from projects like Gemini and AI Overviews, stronger Google Cloud profitability and accelerating YouTube ad revenue as key catalysts that could push Google shares higher. Google Cloud revenue rose 32% to $13.6 billion in Q2 2025 with operating income more than doubling, while YouTube ad sales grew 13% to $9.8 billion. Financials show 13.1% LTM revenue growth, a 32.7% operating margin and a P/E of 26.3, but the stock remains vulnerable to large market drawdowns seen in past crises. » Plus sur forbes.com

Alphabet's Q2 2025 results show Google Cloud revenue up 32% to $13.6 billion with operating income more than doubling to $2.83 billion and a 20.7% margin, while AI initiatives and Gemini integration are accelerating monetization. YouTube ad revenue rose 13% to $9.8 billion and the platform now accounts for a larger share of U.S. TV viewing, supporting sustained ad growth. With LTM revenue growth of 13.1%, a free cash flow margin near 18%, and a P/E of 26.3, these operational gains underpin the potential for another rapid share-price upswing seen in prior years. » Plus sur forbes.com

Alphabet shares rose about 1.3% in premarket trading after reports of negotiations with Anthropic over a cloud-computing contract that could be in the high double-digit billions of dollars. The deal would provide Anthropic with substantial computing infrastructure from Google Cloud and support the development and scaling of the AI assistant Claude. The talks highlight cloud providers' competition for partnerships with leading AI firms and could boost long-term revenue growth in the cloud business. » Plus sur de.investing.com