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
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
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