TMTB: GOOGL First Take
GOOGL -7%: Weaker — slight rev miss but Ad and search/YT beat (inline with bogeys). GCP misses. Op inc inline with bogeys
Capex higher at $75B vs. street at $58B and bogeys of $65Bs — should be good for AVGO (+4%) /AI semis
Keep reading with a 7-day free trial
Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.