Alphabet: Search dominance, AI disruption, and the future of attention
In Q3 2025, Google Cloud revenue rose 34% to $15.2B as operating margin reached 23.7%. Backlog climbed 82% to $155B.
Posts by P&L Staff Posts by P&L Staff Posts by P&L Staff
Posts by P&L Staff Posts by P&L Staff Posts by P&L Staff
P&L Staff
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud revenue rose 34% to $15.2B in Q3 2025 as operating margins hit 23.7% and backlog jumped 82% to $155B.
The Next Commodity Supercycle: What drives it and who wins
Top miners cut capex from $145.7B in 2013 to $109.2B in 2023.
CFTC chair Michael Selig asserts federal jurisdiction over prediction markets
CFTC chair Michael Selig asserted federal jurisdiction over prediction platforms and challenged state gaming regulators.
ECB expands Eurep repo lines to €50bn for foreign central banks
ECB widens Eurep repo to let nearly all foreign central banks borrow euros with lines up to €50 billion each.
PM Sanae Takaichi vows two-year suspension of 8% food sales tax
The BOJ raised its policy rate to 0.75% and the IMF said moving toward neutral by 2027 would help anchor expectations.
Markets reprice tech winners amid Japan yield jump
Tokyo's 30-year yield jumped more than 0.25 percentage point, reviving the "widow-maker" trade and prompting global outreach.
Soft-landing odds rise amid easing US inflation
Core CPI eased to 2.5% and employers added 130,000 jobs in January. UK unemployment rose to 5.2% while wages grew 4.2%.
Markets pause ahead of Fed minutes and PCE
Meta's AI infrastructure deal lifted Nvidia to about $184.97 after hours. Investors rotated into hyperscalers and chipmakers while software stocks lagged.
Bloomberg strategist Mike McGlone flags $10,000 tail risk for bitcoin
Mike McGlone of Bloomberg Intelligence warned bitcoin could slide toward $10,000.
UK unemployment hits 5.2% amid cooling pay growth
Japan's Q4 GDP grew 0.2% annualised, narrowly avoiding a technical recession. The RBA raised the cash rate to 3.85% and said further moves depend on new data.
Big tech selloff erases $1.5 trillion from AI-linked stocks
Investors erased nearly $1.5 trillion from AI-exposed names. Microsoft and Amazon slid about 16% from recent peaks.