AMD's partnership with Anthropic to deploy a 2 GWatt GPU facility highlights the rapidly shifting hardware landscape for AI model training.
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Alphabet Stock Drops 6% Despite 82% Cloud Growth! Buy the Dip! | GOOGL Stock Analysis
Jul 23, 2026
The podcast discusses Alphabet's (GOOGL) stock performance, noting a significant drop despite strong Q2 earnings, particularly an 82% growth in Google Cloud driven by AI inferencing workloads. The creators highlight the paradox of the market punishing the stock despite robust revenue, margins, and a strong balance sheet, suggesting the market is focused on future AI infrastructure costs rather than past performance. They question if the pullback is a warning sign or a buying opportunity, especially given the current PE ratio.
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Despite a 6% drop in Alphabet stock on July 23rd, 2026, the podcast suggests buying the dip, highlighting 82% cloud growth and strong fundamentals, while acknowledging market concerns about future AI costs.
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