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GOOGL Cloud Business "Crown Jewel"

GOOGL Cloud Business "Crown Jewel"

Schwab Network · Schwab Network

April 25, 20255m 0s

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Show Notes

Keith Townsend is "super excited" about the Google Cloud numbers he saw in Alphabet's (GOOGL) latest earnings, calling it the "poster child" and "crown jewel" of the company's business. He sees this aspect of their business feeding into Google's A.I. push, enhancing Gmail and YouTube as well. For other Mag 7 earnings ahead, he is interested to hear from Microsoft (MSFT) and its Azure unit.


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