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CNBC
25 minutes ago
- CNBC
Alphabet signals ‘AI arms race' is alive and well, analysts say
Alphabet's strong earnings report seems to be quashing any fears on Wall Street that the artificial intelligence trade has peaked. The Google parent's second-quarter results — released on Wednesday afternoon — painted a healthy picture of the tech stalwart's current AI ambitions. Back in February, the company forecast it would invest an expected $75 billion in capital expenditures this year as builds out its AI offerings. But on Wednesday, the company upped this figure to $85 billion, justifying this increase by pointing to "strong and growing demand for our Cloud products and services." Boosted by Alphabet's positive second-quarter earnings, chip stocks such as Nvidia , Broadcom , Micron , ASML and Advanced Micro Devices all rose during Thursday's session. GOOGL 1D mountain Alphabet shares in the past day If Alphabet's earnings report is any indication, the competition amongst tech old guards to build the best and biggest AI products is merely in its first innings, according to Wolfe Research. "Alphabet's results provided further fuel for the AI spending narrative as demand for AI products drove an increase in sales and capital spending, with GOOGL raising its outlook to spend an additional $10B in 2025," the firm wrote in a Thursday note. It continued: "Our sense is GOOGL's results will continue to spur the AI 'Arms Race' across Mag 7 companies and the market as a whole. We expect further upside revisions to capital spending by the Mag 7 over the course of this earnings season as the race heats up and companies continue to invest heavily as aggregate spending is set to grow 40% y/y in 2025." Wall Street's reaction Across Wall Street, analysts such as Bernstein's Mark Shmulik and UBS' Randy Abrams highlighted Alphabet's foray into the AI arena as they parsed the company's results . "Investors have long been clamoring for Google to get more 'aggressive' in the AI race, with solid performance in Search and Cloud pointing to solid [return on invested capital] thus far," Shmulik wrote. "Google was the first hyperscaler to report and will be a positive signal if its peers echo similar sentiment of higher demand further pushing up spending and delaying the point on catching demand," Abrams said. "For the tech supply chain, TSMC already kicked off the season discussing its expectations on AI led demand through 2026 and we expect hardware results over the next few weeks to still see ramps though 2H25." Meanwhile, Deutsche Bank analyst Benjamin Black pointed to this increased AI demand as a bright spot on Alphabet's latest report. "Capex expectations for FY25 increased by $10bn to $85bn despite continued supply constraints as AI Investments and Cloud infrastructure supply requirements still outpace demand," Black wrote. Brian Nowak, an analyst at Morgan Stanley, underscored that Alphabet's innovative investments could be a longer-term catalyst driving upside in the years to come. "Search, YouTube and Google Cloud all accelerated as GenAI-enabled innovation is driving faster growth," the analyst said. "Our EPS ests are largely unchanged.... but we remain OW as this accelerated pace of innovation sets up GOOGL for more durable multi-year growth." Barclays analyst Ross Sandler and Ronald Josey of Citi pointed out that Wednesday's results show that Alphabet's previous investments are finally beginning to pay off. "Alphabet showed off a lot of great metrics in 2Q, everything from search paid clicks to cloud revenues are accelerating on the back of years of heavy AI investments," Sandler wrote. "Given Google's Commercial and AI queries continue to grow as its AI surfaces support more use cases now that AI-O is global, AI Mode expands, and Gemini adoption ramps, Google's newer products appear to be resonating as its strategy comes into view," Josey added. JPMorgan analyst Doug Anmuth was similarly bullish on the company's print. "Google delivered what we believe is a defining quarter w/32% Google Cloud revenue growth, increasing scale of AI search products, and greater benefits from AI across every part of the business," Anmuth said. "We believe the combination of strong AI-driven Cloud demand and accelerating backlog makes Google Cloud a bigger driver of the bull case going forward."
Yahoo
26 minutes ago
- Yahoo
GOOGL Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise
Alphabet's GOOGL second-quarter 2025 earnings of $2.31 per share beat the Zacks Consensus Estimate by 7.44% and grew 22.2% year over year. GOOGL shares were up roughly 3.3% in pre-market trading on Thursday, reflecting strong of $96.43 billion increased 13.8% year over year (13% at constant currency). Net revenues, excluding total traffic acquisition costs ('TAC') (the portion of revenues shared with Google's partners and the amount paid to distribution partners and others who direct traffic to Google's website), were $81.72 billion, which surpassed the consensus mark by 2.2%. The figure rose 14.5% year over year. TAC of $14.71 billion rose 9.8% year over Cloud revenues surged 31.7% year over year to $13.62 billion and accounted for 14.1% of the quarter's total revenues. The figure beat the Zacks Consensus Estimate by 4.24%. GOOGL's Services Ride on Search & YouTube Google Services revenues increased 11.7% year over year to $82.54 billion and accounted for 85.6% of total revenues. The figure beat the Zacks Consensus Estimate by 3.28%. Alphabet Inc. Price, Consensus and EPS Surprise Alphabet Inc. price-consensus-eps-surprise-chart | Alphabet Inc. Quote Google advertising revenues rose 10.4% year over year to $71.34 billion and accounted for 74% of total revenues. The figure beat the consensus mark by 3%. Search and other revenues increased 11.7% year over year to $54.19 billion, surpassing the Zacks Consensus Estimate by 3.04%. Search and other revenues accounted for 56.2% of total revenues. YouTube's advertising revenues improved 13.1% year over year to $9.77 billion, beating the consensus mark by 2.9%.However, Google Network revenues decreased 1.2% year over year to $7.35 billion but beat the consensus mark by 2.88%.Google subscriptions, platforms and devices revenues, formerly known as Google Other revenues, were $11.2 billion in the second quarter, up 20.3% year over year. The figure beat the consensus mark by 4.72%.Other Bets' revenues were $373 million, up 2.2% year over year, and accounted for 0.4% of the second-quarter revenues. The figure missed the consensus mark by 12.16%. GOOGL's Operating Margin Expands Y/Y Costs and operating expenses were $65.16 billion, up 13.7% year over year. As a percentage of revenues, the figure declined 10 basis points (bps) on a year-over-year basis to 67.6%.The operating margin was 32.4%, which expanded 10 bps year over year. Segment-wise, Google Services' operating margin of 40.1% contracted 10 bps year over year. Google Cloud's operating income was $2.83 billion compared with $1.17 billion reported in the year-ago Bets reported a loss of $1.25 billion compared with a loss of $1.13 billion in the year-ago quarter. Alphabet's Balance Sheet Remains Strong As of June 30, 2025, cash, cash equivalents, and marketable securities were $95.15 billion, down from $95.33 billion as of March 31, debt was $23.61 billion as of June 30, 2025, compared with $10.89 billion as of March 31, 2025. In May 2025, GOOGL issued fixed-rate senior unsecured notes with net proceeds of $12.5 generated $27.75 billion of cash from operations in the second quarter of 2025 compared with $36.15 billion in the first quarter of 2025. GOOGL spent $22.45 billion on capital expenditure, generating a free cash flow of $5.3 billion in the reported quarter. Alphabet Raises Capital Expenditure Guidance For 2025, Alphabet now expects to spend $85 billion on capital expenditures. Zacks Rank & Stocks to Consider Alphabet currently has a Zacks Rank #3 (Hold).Lam Research LRCX, Enovix ENVX and Meta Platforms META are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology Platforms shares have returned 22% year to date. The social-networking giant is scheduled to release second-quarter 2025 results on July 30. Meta Platforms sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Lam Research shares have surged 34.4% year to date. This wafer fabrication equipment and services provider is scheduled to release fourth-quarter fiscal 2025 results on July 30. Lam Research currently has a Zacks Rank #2 (Buy). Enovix shares have surged 33.9% year to date. The silicon-anode battery provider is set to report its second-quarter 2025 results on July 31. Enovix has a Zacks Rank #2. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lam Research Corporation (LRCX) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report Meta Platforms, Inc. (META) : Free Stock Analysis Report Enovix Corporation (ENVX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
an hour ago
- Yahoo
Interview Kickstart Machine Learning Course 2025 Update - FAANG ML Engineer Course with Projects
Santa Clara, July 24, 2025 (GLOBE NEWSWIRE) -- In an era where AI is increasingly powering everyday systems from loan approvals to personalized healthcare, ensuring fairness and mitigating bias in machine learning pipelines has become a top priority. As FAANG companies like Meta, Amazon, and Google face intense scrutiny over algorithmic bias, demand for ML engineers versed in ethical AI and bias mitigation is skyrocketing. A study published last week highlights that even leading mitigation methods can inadvertently worsen outcomes if subgroups aren't carefully defined, underlining the sophistication necessary for modern practitioners. For more information, visit: Interview Kickstart, a leading tech interview prep platform trusted by FAANG engineers and aspirants alike, offers the Flagship Machine Learning course designed and taught by FAANG+ ML engineers. With a curriculum spanning foundational Python programming, classical machine learning, neural network architectures, applied generative AI, LLMs, System Design, and interview prep, this course equips learners with both theoretical understanding and hands-on skills. Through engaging live classes, mock interviews, personalized feedback, and industry-relevant case studies, IK embeds best-practice bias mitigation techniques at every level, ensuring graduates are ready for the ethical dilemmas faced by top-tier employers. The course curriculum's Machine Learning Fundamentals and Advanced ML modules focus on equipping learners with rigorous strategies to identify and mitigate bias. From pre-processing methods like data augmentation and reweighting to in-processing techniques such as adversarial debiasing and fairness constraints, and post-processing adjustments like equalized odds, students study the complete ecosystem of bias-control methods. Learners also tackle advanced topics like generating synthetic datasets to stress-test models and steer model activations using steering vector ensembles, methods found to safely reduce fairness violations while maintaining predictive performance. Beyond technical mastery, the real-world capstone projects challenge participants to build solutions where bias mitigation is integral from start to finish. One capstone might involve developing a credit scoring model that must balance predictive power with demographic parity, while another could explore bias-aware models in healthcare or speech recognition, reflecting recent findings by the Algorithmic Justice League and initiatives to uncover racial disparities in AI systems. Instructors guide learners through a structured cycle: dataset audit, fairness metric selection (e.g., equalized odds, demographic parity), choice of mitigation approach, evaluation across sensitive attributes, and discussion of trade-offs between accuracy and fairness. This focus on bias-aware ML pipelines translates directly into interview readiness. FAANG interviews often include questions on fairness and ML system design, candidates can expect to be grilled on how they would handle biased training data, design pipelines to track disparate impact metrics, and implement real-time fairness interventions. Interview Kickstart prepares learners with targeted sessions in the Interview Prep phase, covering data structures, algorithms, system design, and ethics-aware machine learning patterns. Learners face mock interviews conducted by FAANG+ ML engineers, who provide in-depth feedback on the candidate's ability to think through fairness when designing systems. Participants in the Interview Kickstart Flagship Machine Learning course also benefit from deep career coaching. Instructors provide guidance on resume presentation, LinkedIn branding, and behavioral interview strategies—all critical for securing interviews and converting offers at elite companies. The six-month structured support period allows learners to retake sessions, schedule up to 15 mock interviews, and engage in one-on-one technical coaching. This ecosystem fosters deep understanding and confidence around fairness topics by ensuring learners revisit difficult concepts until mastery is achieved. The challenge of building fair and unbiased AI systems is not optional—it is a necessity. With bias mitigation rightly positioned at the core of modern ML roles, AI systems that fail to address fairness risk, obsolescence, or remediation costs. Interview Kickstart's Flagship Machine Learning course offers a compelling, end-to-end preparation strategy. Learners gain mastery over algorithms, architectures, practical coding skills, generative AI capabilities, and ethical ML design, all while practicing with FAANG-style interview rigor. For professionals aiming not only to break into FAANG companies but also to shape AI responsibly, Interview Kickstart offers the ideal pathway. The course ensures technical excellence, ethical awareness, and communication skills, the rare combination FAANG recruiters seek. To learn more visit: About Interview Kickstart Founded in 2014, Interview Kickstart is a premier upskilling platform empowering aspiring tech professionals to secure roles at FAANG and top tech companies. With a proven track record and over 20,000 successful learners, the platform stands out with its team of 700+ FAANG instructors, hiring managers, and tech leads, who deliver a comprehensive curriculum, practical insights, and targeted interview prep strategies. Offering live classes, 100,000+ hours of pre-recorded video lessons, and 1:1 sessions, Interview Kickstart ensures flexible, in-depth learning along with personalized guidance for resume building and LinkedIn profile optimization. The holistic support, spanning 6 to 10 months with mock interviews, ongoing mentorship, and industry-aligned projects, equips learners to excel in technical interviews and on the job. ### For more information about Interview Kickstart, contact the company here:Interview KickstartBurhanuddin Pithawala+1 (209) 899-1463aiml@ Patrick Henry Dr Bldg 25, Santa Clara, CA 95054, United States CONTACT: Burhanuddin PithawalaError in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
