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What AI Bubble? Alphabet’s Business Is Booming (NASDAQ:GOOG)

2025-08-24 10:51:36 英文原文

Summary

  • Alphabet remains a buy, as AI bubble fears are overblown; the company shows robust fundamentals and accelerating growth across all business segments.
  • Google Search is regaining market share, while Google Cloud Platform is now Alphabet’s fastest-growing segment, winning enterprise AI customers and market share.
  • Valuation remains attractive at 21x forward earnings, with 14% upside potential as market expectations for earnings and revenue growth improve.
  • Risks include potential slowdown in enterprise AI/cloud spending and competitive pressures, but current data supports continued strength and upside for Alphabet.
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Investment Thesis

The US Fed’s Jerome Powell saved the markets from what could have been a disastrous week, especially for tech stocks.

Markets opened for business last week with deep consternation about the possibility of an AI bubble bursting soon, compliments

Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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摘要

Alphabet remains undervalued despite AI bubble concerns, with strong fundamentals and growth across all business segments. Google Search is recovering market share, and Google Cloud Platform is the fastest-growing segment, winning enterprise AI customers. With a forward valuation of 21x earnings and potential upside of 14%, the stock looks attractive. However, risks include potential slowdowns in enterprise AI/cloud spending and competitive pressures. Current data supports continued strength for Alphabet.

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