"Alphabet is the first major tech name to report earnings, and it hasn't disappointed. Cloud growth was strong ... which continues to support the argument that the major cloud providers are well-placed to benefit from the AI revolution."
"Alphabet's capital expenditures in 2025 would be higher than this year. In the third quarter, Alphabet's capex rose 62% to $13 billion."
"Some analysts said Alphabet's quarter looked impressive compared with low expectations, and that its small but growing cloud business could slowly fill in for its slowing ad business."
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