Instant Reaction: Alphabet Beats Sales Estimates

Mandeep Singh, a senior tech industry analyst at Bloomberg Intelligence, and Caroline Hyde, co-host of Bloomberg Technology, dive into Alphabet's impressive earnings report, highlighting a significant boost in sales driven by Google Cloud's 35% growth in AI workloads. They discuss the competitive landscape of online advertising and the implications of AI on search traffic. The conversation also touches on YouTube's surge in ad and subscription revenues, exploring how these trends shape Alphabet's future and impact competitors like Meta and Amazon.