• GOOG Q1: Google Cloud revenue rose 63%, the fastest since disclosures began in 2019. Analysts expect ongoing cloud growth from AI demand. Stock trades near a forward P/E of 23.6.
  • GOOG rallied about 100% inflation-adjusted over 12 months as Verizon lagged. Note: GOOG was added to the Dow while Verizon was removed — data point relevant to traders.