GOOGLGOOGLAlphabet Inc. Class A
$339.04
24h
-0.94%
BalderBalder
30 Sep, 21:55

AI valuation impact exhausted, cloud upside possible

Neutral-1.46%

AI Summary

The author notes that AI's impact on Google's valuation is largely priced in, but anticipates potential upside for cloud providers if hawkish monetary conditions persist.

In summary, Gemini 4 demonstrates a strong tendency toward machine review and machine preview. However, the impact of AI on Google's valuation has been largely extracted so far. If hawkish stances continue to gently control the market, cloud providers could still see decent gains.

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