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alphabet

(2 articles)

Half of Google's Record Profit Came From a Stake It Hasn't Sold

Alphabet's $62.6B Q1 profit jumped 81%. Nearly half came from writing up its Anthropic stake. Amazon booked $16.8B from the same source. Both companies set the price they marked themselves to.

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Google Cloud Just Tripled Its Margin. Microsoft, Meta and Amazon Are Doing AI Wrong.

Google Cloud's operating margin went from 9.4% to 32.9% in twelve months. Cloud grew 63%. Wall Street rewarded Alphabet with $200B in market cap and punished Microsoft, Meta and Amazon for spending the same money. The split is structural.

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