Google Cloud, YouTube, And Search Drive Big Upside: Goldman Sachs
1. Goldman Sachs maintains Buy rating on GOOG with $234 target. 2. GOOG's revenue surged in Search, YouTube, and Cloud. 3. AI advancements driven user engagement, surpassing 100 million in AI Mode. 4. Capital expenditure forecast raised to $85 billion for 2025, raising concerns. 5. Potential impact from upcoming U.S. antitrust ruling and Pixel launch.