Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud revenue rose 34% to $15.2B in Q3 2025. Margins rose to 23.7% as backlog hit $155B, up 82%.
32 min read
Latest
Fresh coverage on the economy, markets, and the forces moving money.
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud posts $15.2B revenue and 34% growth as backlog hits $155B, up 82%.
34 min read
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud revenue rose 34% to $15.2B in Q3 2025. Operating margin reached 23.7% as Alphabet leverages TPUs to lower AI costs.
34 min read
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud revenue rose 34% to $15.2B in Q3 2025 as operating margin hit 23.7%, and a $155B backlog signaled demand while TPUs lowered costs.
34 min read
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud revenue rose 34% to $15.2B in Q3 2025 as operating margin reached 23.7%, and backlog hit $155B.
34 min read
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud revenue rose 34% to $15.2B in Q3 2025 as operating margin hit 23.7% and backlog reached $155B, reflecting Alphabet's TPU cost advantage.
34 min read
Alphabet: Search dominance, AI disruption, and the future of attention
Google Cloud revenue rose 34% to $15.2B in Q3 2025, with margins at 23.7%. Backlog reached $155B, up 82%.
34 min read
China’s Structural Slowdown: Real estate, debt & demographic drag
In Q3 2025, Services delivered $87.1B as Search grew 15% to $56.6B and Google Cloud climbed 34% to $15.2B with 23.7% margins.
34 min read
Freddie Mac survey shows 30-year mortgage rate sliding to 6.01%
Freddie Mac reported the average 30-year fixed rate fell to 6.01%, the lowest since September 2022, as mortgage applications rose 2.8% but pending sales slid 0.8%.
1 min read