Is it a dumpster fire or a buying opportunity? You're listening to Motley Full Money.

I'm Mary Long joined on this fine Wednesday morning by a Mr Tim buyers. Tim how you doing

partially caffeinated ready to go Mary? You're partially caffeinated I will admit that I am fully caffeinated so together hopefully we're gonna bring the energy this morning there we go

so let's get right to it, we got lots of big earnings coming this week.

The first of the hyperscalers reported yesterday after the bell.

Again, that's Alphabet, boasting beats across the board, revenue up with gains across all business

segments. This is a $2 trillion company. Growing revenue by 15% all things considered is pretty significant.

Operating margins also improved.

Like so many of its peers,

Google has faced scrutiny for spending a boatload of money on AI.

Are these results, Tim, an indicator that that AI spend is

starting to pay off?

It's way too early to say that, Mary, but it is clear that the push for AI

build-out is well underway.

You put in the notes before the show that

CAPEX was up 62% versus the same period last year,

last quarter I believe it was up 90% so they are just

spending a boatload of cash to build out their their AI capabilities and they

need to Google does stand to benefit most from the shift

from search engines to answer engines.

And we know that this is a thing.

Open AI wants to move the industry to what we're calling answer engines.

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