---
title: "GOOG:➡️I am surprised that shares of $Alphabet - C(GOOG.US) are not higher. I would have guessed sto"
description: "GOOG:➡️I am surprised that shares of $Alphabet - C(GOOG.US) are not higher. I would have guessed stock should be up 2-4% on this print.➡️They fractionally beat on Search by 2% and that was the key met"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000158518.md"
published_at: "2025-07-23T20:27:40.000Z"
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449)"
---

# GOOG:➡️I am surprised that shares of $Alphabet - C(GOOG.US) are not higher. I would have guessed sto

GOOG:

➡️I am surprised that shares of $Alphabet - C(GOOG.US) are not higher. I would have guessed stock should be up 2-4% on this print.

➡️They fractionally beat on Search by 2% and that was the key metric.

➡️The other segments were inline with expectations (Cloud and YouTube)

➡️Comments from the press release reiterate that management see’s AI as a positive force for the business, suggesting they will have upbeat comments about the first couple of months of “AI Mode”.

➡️Capex increase from $75B to $85B is a sign that they’re all in on AI infrastructure and AI more broadly.

Source: Gene Munster

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.