#2027 earnings

2 stories

#ai capex #ai monetization #alphabet #amazon #business #chip and memory companies #cloud backlog #depreciation schedules #finance #forward multiples #gemini #google

S&P Earnings Overstated by AI Depreciation Shifts
AI capex deferrals inflate S&P 500 earnings by $854B, pushing valuation into bubble territory.
Seekingalpha · 2m
Alphabet Stock Could Hit $500 by 2027
Alphabet's cloud growth and AI tools may push shares to $500 by year-end
Yahoo Finance · 1m