**Alphabet (NASDAQ: GOOG)** just reported its best quarter in years. And the market noticed.
Shares jumped 7% after reporting earnings. The stock is now up roughly 120% over the past year — making it one of the best performers among any mega-cap tech stock.
One tiny company stands to earn windfall profits from the AI boom. And I’m predicting early investors could see 370% gains with the IPO within 6-months.
[Go here for urgent details.]([link removed])
**Google Cloud grew 63% year-over-year**, hitting $20 billion in revenue for the first time. That number blew past Wall Street's estimate of $18.4 billion. Cloud operating margins tripled to nearly 33%.
The backlog number is what really caught my attention.
Google Cloud's backlog nearly doubled in a single quarter — reaching $462 billion. That's committed future revenue. It tells you where the business is going, not just where it's been.
CEO Sundar Pichai said enterprise AI solutions became the primary growth driver for cloud for the first time this quarter. Revenue from products built on Google's AI models grew 800% year-over-year.
That's not a rounding error. That's a business transformation.
Overall revenue hit $109.9 billion — up 22% from a year ago. EPS came in at $5.11, nearly double the $2.81 earned in the same quarter last year.
Pichai also made a point that I think investors should take seriously. He said Google Cloud revenue "would have been higher if we were able to meet the demand." They are compute-constrained. They can't build fast enough.
That's why Alphabet raised its 2026 capital expenditure guidance to $180–$190 billion — and CFO Anat Ashkenazi said 2027 CapEx will "significantly increase" from there.
[Here’s my #1 way to profit]([link removed]) from the AI spending boom.
Pachai says that the AI spending boom will continue to grow exponentially. On the Alphabet earnings call he explained _"The amount of necessary computation is 1,000 times higher."_
The company is betting the farm on AI infrastructure. And so far, that bet is paying off.
One more thing worth noting. Alphabet stock has outperformed Amazon (+15%) and Microsoft (-20%) over the past six months. The company that once looked like it might get disrupted by AI is now arguably the biggest winner from it.
Alphabet’s booming cloud business isn’t fully priced into the stock — and that it could be a significant driver in 2027.
A new American company is turning electronic waste into gold, silver and other valuable metals. Early investors can claim a stake for less than $5.00 per share.
[Click here to get details on this Pre-IPO.]([link removed])
Ian Wyatt
Editor, Daily Profit
———
You are reading a plain text version of this post. For the best experience, copy and paste this link in your browser to view the post online:
[link removed]
