Trescothick’s Take: 23rd July 2026-Google’s $205 Billion AI Bet: Wall Street Has Finally Started Reading the Bill
For the best part of two years, mentioning artificial intelligence on an earnings call has been rather like putting “artisan” on a sandwich. Investors didn’t much care what was inside, they simply assumed it was worth paying more for. This week, the mood changed. Alphabet delivered another excellent set of numbers. Search remains a cash-printing […]
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