Alphabet (GOOGL) Deep Dive: AI-Fueled Growth Amidst Regulatory Scrutiny

How AI Leadership and Regulatory Risks Shape Alphabet’s Future

Feb 07, 2025

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Investment Thesis
Alphabet remains a dominant force in digital advertising, cloud computing, and artificial intelligence (AI). The company reported a strong Q4 2024, with 13% revenue growth and a 31% increase in EPS. Despite facing regulatory headwinds and intensifying competition in AI-driven search, Alphabet’s diversified revenue streams —including Google Cloud and YouTube — position it well for sustained growth. We maintain a bullish outlook on Alphabet’s long-term trajectory, underpinned by its leadership in AI innovation, robust free cash flow, and disciplined cost management.

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