⬆ Alphabet - Hyperscalers are seeing accelerating revenue and cloud growth, leading to higher margins and Capex, with consensus likely to revise up.
Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hyperscalers-excellent-1q26-higher-revenue-growth-margins-expansion-supporting-higher-capex?utm_source=tiger_community
By Nicolas Baratte, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/nicolas-baratte?utm_source=tiger_community
On Alphabet (GOOG):- https://www.smartkarma.com/entities/alphabet-inc-cl-c?utm_source=tiger_community