GOOGLE CLOUD IS THE SLEEPING GIANT POWERING ALPHABET’S SURGE! ☁️🚀📈 BIG HOOK: While everyone’s focused on AI search, GOOGLE CLOUD is quietly becoming Alphabet’s NEXT BILLION-DOLLAR ENGINE—delivering MASSIVE growth and investor upside! 💥 🔥 Here’s what’s happening: Google Cloud revenue exploded to $13.6 BILLION in Q2 2025, up 32% year-over-year. Its annual revenue run rate now exceeds $50 BILLION—and it has a $106 BILLION backlog of future sales. Alphabet is investing $85 BILLION in capital spending in 2025—$10B more than planned—to meet soaring cloud demand. 📉 Despite underperforming in early 2025, Google stock (GOOGL) has surged 30% this year, hitting all-time highs. Analysts say the cloud division is now a KEY driver of future valuation—especially as it powers AI for giants like OpenAI and Anthropic. 💡 Bottom line: Google Cloud may be smaller than AWS today, but it’s growing FAST—and becoming impossible to ignore. #GOOGLE #ALPHABET #CLOUDCOMPUTING #GCP #AI #STOCKS #TECHGROWTH #INVESTING #GOOGL #BIGDATA Sources: Fierce Network , SEC.gov , Reuters , CNBC , Seeking Alpha , Investors.com [

“What I remember the most about that period from 2001 through 2006 or so was that there wasn’t a lot of money to go around, but there was a thrill in building and seeing what you could get away with,” writes Paul Ford. “I get why the technology industry is totally into making billions of dollars, but it was also extremely exciting to think about what things might look like if people started to think smaller—and to think harder, too.” Last year, Paul wrote about an AI-led stock market tumble—and how he thinks the tech industry actually thrives when it’s constrained: https://lnkd.in/ejXAfBNn 

Robust AI-driven demand, solid earnings growth, and earned valuations drive market returns into the tech earnings season. As Mike Dickson sees it, this is a healthier backdrop for investors: performance grounded in fundamentals rather than speculation. While some names will continue to lead and others may lag, the strength of the underlying trends points to a resilient market ahead. Watch the rest of his Bloomberg News interview here ➡️ https://lnkd.in/e945g7Wx Not investment advice; mentions of specific securities or sectors are illustrative in nature.

👉 Every major trend in tech right now points to one place: the data center. These sprawling digital fortresses are multiplying fast... faster than power grids can keep up... and the companies building and supplying them are quietly becoming some of the market’s biggest winners. 🏆 In his latest Market Buzz episode, InvestorPlace analyst Louis Navellier breaks down which stocks are profiting most from this global buildout and why the boom in semiconductors and infrastructure spending may have years to run. He also shares insights on gold’s recent move above $4,000 and a sudden bankruptcy that is sending shockwaves through private credit. Both developments reveal how quickly the financial landscape is shifting. 📽️ Watch the full breakdown here: https://lnkd.in/gyBaRNXY

Analysts expect double-digit earnings and revenue growth for companies like Nvidia, Microsoft, and Alphabet through 2026 — far outpacing the broader S&P 500. “These [names] have high bars to meet on the top and bottom lines, leaving less room for upside surprises,” Colas said.

Leading tech firms are investing billions into each other, a trend that experts say could erode the tech ecosystem's resilience. In Yahoo Finance, Cornell Tech professor Karan Girotra explains that when vendors and customers financially support one another, the effect of any surprise "flows through the system rather than [being] isolated.” Read more: https://lnkd.in/eV3BfkQ5

The plethora of AI deals reinforces a critical theme: that no single company or country can deliver the scale of infrastructure required to support the insatiable demand for computing power in the age of AI. As such, collaboration across the ecosystem is essential. Whether it’s data centre construction, memory chips, energy infrastructure, chip design, or cloud storage, the size of the opportunity demands deep partnerships. This interdependence enhances visibility into the longevity of capital investment while keeping the benefits within the AI infrastructure ecosystem, making the theme a firm favorite amongst investors. The asset performing as well as, or even better than chips, is gold, which has gained momentum amid broader concerns about institutional credibility and fiscal sustainability. The current U.S. government dysfunction and political crisis in France adds further rationale for continuing this trade. Delighted to be on Yahoo Finance UK yesterday to discuss these. RBC Brewin Dolphin #AI #gold #USTech #Shutdown https://lnkd.in/eeufJGwg

You may have heard about Anthropic’s latest raise – and the reports were right, but the reality is even larger. Following a $3.5B Series E at a $61.5B post in March, they have now officially closed a $13B Series F at a $183B post-money valuation. That’s a true 3x step-up in under six months. The strategic logic remains: scale capital begets scale models. Anthropic has locked in deep cloud ties—Amazon is the primary cloud and training partner with a total investment now lifted to $8B, using Trainium as the compute backbone. Google had previously put in $2–3B+ while forgoing control rights, keeping distribution leverage via Google Cloud. These arrangements reduce near-term capex pressure but increase platform dependence and switching costs, a tradeoff regulators are watching. Run-rate revenue rose from ~$1B at the start of 2025 to over $5B by August, making Anthropic one of history's fastest-growing tech companies. They now serve over 300,000 business customers, with large accounts growing nearly 7x in the past year. A key driver is Claude Code, which has already generated over $500M in run-rate revenue just months after its full launch. Governance is part of the equity story. Anthropic’s Long-Term Benefit Trust and Responsible Scaling Policy are framed as safeguards that could ease enterprise and government adoption—yet they also add execution constraints as models scale. The wildcard is capital sourcing. A leaked July memo shows management is now open to Gulf sovereign funding—a pragmatic pivot for compute financing, but one that carries reputational and geopolitical risk. Expect tighter terms around control, data locality, and governance if that capital comes in. My read: The upside is sizable if enterprise agentic workflows and vertical bundles drive margin expansion; the risk is that inference costs, traffic acquisition, and platform dependence cap those margins before scale efficiencies kick in. For most of us, the smarter play is around the stack: compute, power, networking, data pipelines, and safety tooling that win regardless of which foundation model tops. #AI #DeepTech #Anthropic #PrivateEquity

The New Attention Economy: How Consumer Tech Must Compete for a Shrinking Pie of Time. Latest post from Catapult Managing Partner Jonathan Tower: https://lnkd.in/gZmq_bzX

𝗦𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 Technology is rapidly reshaping financial market infrastructure. At Euroclear, we believe that embracing developments in the cloud, #AI and analytics are key to our strategy, driving innovation and creating opportunities for new business. Our collaboration with Microsoft is empowering us to unlock new technical capabilities as we build next-generation solutions and services for our clients. Together, we’re committed to powering financial services markets and supporting the entire ecosystem of market participants. Watch Sebastien Danloy, Michał Paprocki, Antonio Queiroz, William Borden, Marijke Schroos and Ralph Haupter discuss our seven-year strategic partnership with Microsoft.