Alphabet’s 2027 cost warning
15:15–16:06 · 52s
Lea flags Alphabet’s CFO saying capital expenditures will be even higher in 2027, and Holger calls it the first open crack in the AI investment story as margins could take a hit.
15:15–16:06 · 52s
Lea flags Alphabet’s CFO saying capital expenditures will be even higher in 2027, and Holger calls it the first open crack in the AI investment story as margins could take a hit.
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