The article argues Alphabet could double in value by 2030 if its cloud business keeps accelerating, Gemini usage keeps growing, and Waymo expands. Google Cloud revenue rose 82% year over year in Q2, versus 32% in Q2 2025, and the cloud backlog stands at $514 billion. The Gemini app reached 950 million monthly active users and processes 22 billion tokens per minute, up almost 40% sequentially. Google Search and YouTube revenue grew 17% and 13% year over year, and Alphabet has a forward P/E of 22.8. Waymo, described as the industry leader, already offers autonomous rides to consumers in several cities, though profitability may still be years away.
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GOOGLcloud computingartificial intelligenceself-driving cars
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Related tickers and likely impact
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.3T |
| Close on 10/16/2026 | 340.59 |
| Change that session | -2.47% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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