Alphabet just posted a jaw-dropping 300% profit surge—thanks less to ads or cloud, and more to a $99B paper gain from stakes in SpaceX and an AI firm. But here’s the twist: it’s not real cash, just marked-up stock values that can drop anytime. Investors are more focused on Alphabet’s $200B+ spending spree planned for 2026, signaling bets on AI and infrastructure. For SpaceX, it underscores the gap between massive valuation and ongoing losses—and shows how Alphabet’s stake has already dipped since June. The real story? Alphabet’s core business and AI strategy, not its investment portfolio. The market’s watching to see if those big bets pay off in actual growth.
Listen in comfort: Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn.
Advertise on DNN: advertise@thednn.ai
This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai.
Podden och tillhörande omslagsbild på den här sidan tillhör
The Daily News Now!. Innehållet i podden är skapat av The Daily News Now! och inte av,
eller tillsammans med, Poddtoppen.