The alphabet spends more on AI – but also earns more from it

Google Sundar Pichai CEO appeals to the crowd during the annual Implementation/Extending Developer Conference in Google in Mountain View, California, May 20, 2025.

Camille Cohen | AFP | Gets the image

Investors can have a reputation to be a penny. For one they are usually Disable stock prices for dismissal announcements out -with the cost -related cost. Accordingly, if the company reports on slow revenue growth or increased costs, this is most often Destounted on the stock market.

After the bell on Wednesday, the alphabet said it would be Spending 85 billion dollars on infrastructure As its artificial intelligence strategy expands this year. It’s at $ 10 billion more than The forecast in February – Which has already crossed $ 58.84, is estimated at Wall Rate.

The alphabet stated that it attracted the expenses of “strong and growing demand for our cloud goods and services” – the profit in the second quarter increased by 32% compared to a year ago.

Despite the cost of expenses, this is not a small amount – Google’s father found that his shares are increasing by 3% in expanded trading, although it has thwarted some of its income. In other words, investors seem confident – albeit slightly – that investments in the II finally can be properly monetized and transferred into a higher profit.

A penny saved can be earned by a penny, but a mutual enclosed penny can be a pound in return.

What do you need to know today

Donald Trump will visit the US Federal Reserve on Thursday. This is for the first time in almost two decades when the US president will make an official trip to the Central Bank and signs A symbolic step on the Fed Independence.

Profit in the second quarter of the alphabet has won expectations. Though Google The father also said that this year he would invest 10 billion dollars more than before Announced in capital costs related to artificial intelligence.

Deutsche Bank heads the profit forecasts. Pure Profit related to shareholders In the second quarter reached 1.485 billion euros (1.748 billion) compared to 1.2 billion according to Reuters.

The NASDAQ composite closes above 21000. A S&P 500 and Dow Jones Industrial Medium also Rose on Wednesday. Asia-Pacific markets mostly rose Thursday. Japan Topix, a wide index that tracks all domestic firms, has reached record.

(Pro) There is noise around “neo -focus”. ” Investors such as these companies specializing in cloud computing of artificial intelligence because they are more cost effective for customers than traditional hypersalers. But Risks begin appear.

And finally …

KKR logo displayed on the New York Stock Exchange on August 23, 2018.

Brendan McDerdia | Reuters

Asia quickly becomes a hot point for a private loan as the gap in the region is expanding

The private credit industry increases its attention to the Asia-Pacific region, drawn in the development of developing markets and expanding gaps in financing, as traditional lending is distracted.

In the first quarter of 2024, in 2000, in 2000, in 2000, up to $ 62.3 billion in the first quarter of 2024, presented by Pitchbook, Pitchbook data showed. This extension has accelerated, especially in recent years, and AUM has doubled to $ 62 billion in 2024 with $ 34.3 billion in 2017.

– Lee In Shan

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