Google Tanks... Most Aren't Ready For What This Means

Get the FULL Report of Elon's Shadow Trust (5 Stocks + the strategy): https://www.marketbeat.com/y/yt1039/ $400 billion in market value wiped out overnight. Is this the first crack in the AI bubble? Rob Spivey and Professor Joel Litman of Altimetry Research dig into the real accounting behind one of the market's biggest tech giants and the rest of the hyperscalers to show investors what the headlines are missing. They break down what really drove the earnings miss, why cloud revenue doubling year over year matters for the AI boom, and how much profit the hyperscalers are on track to generate by 2030. Then they share 3 AI stocks to buy now and 2 stocks to avoid in the AI build-out, using uniform accounting to separate the companies printing money from the ones that can't earn their cost of capital. 00:00 Introduction 00:55 Is the AI Bubble Cracking? 13:17 Stock 1 19:11 Stock 2 24:03 Stock 3 29:34 2 Stocks to Avoid View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. For YouTube sponsorships, brand partnerships and advertising, send an email to: [email protected] DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.