Alphabet stock still looking cheap: Opening Bid top takeaway

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Excuse, lovers tracking the commercial deal, you must run a back seat this morning to analyze profits.

Tesla (Tesla) is the best Trending Strait in Yahoo finance, where EV made a weak quarter that everyone expects on the street. What they did not expect is Elon Musk defeated the profit call. A little less than the buzz on this microphone revolves around the thorny gazillionaire!

Then we have alphabet (Googg, Googl), which dropped the microphone itself on Wednesday afternoon – but for the right reasons: Comment on the upward profits on the cloud demand and how to control artificial intelligence in basic research work. The company also raised its capital expenses for 2025 to 85 billion dollars, a $ 10 billion jump from its previous forecast.

“What we see here is that the spending of artificial intelligence is only at all at all.” “Therefore, it is still very strong, and it is a very perfect wallpaper for the rest of the Easter, like [their earnings] It comes in the next two weeks, and this benefits more parts of industries. “

There are also terminal reports of focus, such as IBM (IBM) and Chipotle (CMG). IBM had a good quarter. CFO Jim Kavanau tells me that the company finds more expenses and is witnessing a great demand for artificial intelligence programs. But the stocks were beaten.

Chipotle had an inappropriate quarter, as sales were amazing. These shares are torn.

“The highly impacts of profit digestion markets that are characterized by unilateral stocks, as investors are rewarded clean pulses associated with reliable directions, and are punished with any signs of softness,” said Julian Emmanuel, Evercore ISI.

For me, the main stock story was at the opening of the presentation today. The numbers were so strong that one should wonder why the stock did not earn more – especially given the shares trading in a reduced front PE relative to the S&P 500 (^GSPC).

Alphabet is traded with profits to the front only 19.3 times on the basis of PE (S & P 500 in 24 times), and the stock rose by only 2 % on Thursday morning?

Did anyone listen to the profit call? I did:

The company said that the growth of revenue is accelerating all over the work.
Cloud works shake.
The company said that it does not lose the talent of the main Amnesty International for the Meta giant (Meta).
Discussion about artificial intelligence and research looks very rising.
YouTube crushes it.