Alphabet Failed Wall Street’s New AI Test. Amazon Takes It Tonight.
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Wall Street’s new AI test just tripped up Alphabet (NASDAQ:GOOGL). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week’s rule is simple: spend big on AI, but show it pays off. Tonight, I’m watching one ratio, AWS growth against capex.
Oracle Passed, Alphabet Failed
Alphabet grew Google Cloud revenue 103% to $30.71 billion. Even so, GAAP
Wall Street’s new AI test just tripped up Alphabet (NASDAQ:GOOGL). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week’s rule is simple: spend big on AI, but show it pays off. Tonight, I’m watching one ratio, AWS growth against capex.
Oracle Passed, Alphabet Failed
Alphabet grew Google Cloud revenue 103% to $30.71 billion. Even so, GAAP
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