Bloomberg Intelligence BI Weekend: Alphabet, GM Earnings, Musk Empire
24 snips
Jul 25, 2025 A tech analyst reviews Alphabet's strong earnings fueled by AI and YouTube growth, while tackling regulatory hurdles. Coca-Cola shifts to cane sugar to meet consumer trends, and Zen pouches gain ground in the tobacco market. Philip Morris strategizes with e-cigarettes to attract traditional smokers. GM surprises with earnings despite losses tied to tariffs, navigating challenges in the EV market. Discussions also cover Verizon's performance amidst competition and Hasbro's resilience in the toy industry.
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Alphabet's Strong AI-Driven Growth
- Alphabet's search business is growing double digits, contributing huge incremental revenue.
- AI features like Gemini drive significant user engagement, adding to revenue streams beyond search.
Alphabet's Efficient CapEx and AI Cost
- Alphabet's capital expenditure is a smaller portion of revenue compared to peers like Meta.
- Their vertical integration with custom chips leads to lower AI infrastructure costs.
Regulatory Risks and Opportunities for Alphabet
- Upcoming legal remedies for Alphabet's search dominance create a major stock overhang.
- A favorable verdict could result in 25-30% stock multiple expansion.