[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-not-good-google-cloud-is-forgoing-short-term-revenues-to-feed-its-ai-researchers-ES":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":267,"suggestedPosts":342},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},142542,"No es bueno: Google Cloud está \"renunciando a ingresos a corto plazo\" para alimentar a sus investigadores de IA","2026-10-26T20:31:00","2026-10-26T14:21:49","\u003Cp>Parece que alguien está gestionando las expectativas\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">Conclusiones clave\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>El CEO de Alphabet, Sundar Pichai, dijo que Google Cloud está \"renunciando a ingresos a corto plazo\" porque Google da prioridad a su trabajo de IA de frontera en el uso de capacidad de cómputo. Lo dijo ocho días antes de que Alphabet reporte los resultados del tercer trimestre.\u003C\u002Fli>\n\n\n\n\u003Cli>Los comentarios suenan como un intento de bajar las expectativas para el crecimiento de la nube antes del reporte del 28 de octubre.\u003C\u002Fli>\n\n\n\n\u003Cli>Los ingresos de Google Cloud crecieron un 82% en el segundo trimestre de 2026, que también fue el primer trimestre con ventas de sistemas TPU. Eso hace que el tercer trimestre sea una comparación difícil.\u003C\u002Fli>\n\n\n\n\u003Cli>Los analistas esperan que el crecimiento de Alphabet se acelere en 2027, pero Pichai dijo que es difícil proporcionar nueva capacidad de cómputo para 2027, una restricción que sugirió que Amazon también enfrenta.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Alphabet (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=260152426\">GOOG\u003C\u002Fa>)\u003C\u002Fstrong> reportará los resultados del tercer trimestre el 28 de octubre, y el CEO Sundar Pichai puede que haya comenzado a explicar por anticipado su cifra de la nube.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">En el episodio del 20 de octubre del \u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fgoogle-ceo-sundar-pichai-ais-infinite-possibilities\u002Fid1522960417?i=1000797295909\">Big Technology Podcast\u003C\u002Fa>, el anfitrión Alex Kantrowitz preguntó si Google debería dar a sus investigadores de IA \"la computadora más grande posible, incluso si es en detrimento de las ganancias de hoy como el negocio de la nube\".\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La respuesta de Pichai: \"Todos estamos haciendo algo de eso, ¿verdad? Creo que nuestro negocio de la nube está, en cualquier momento dado, renunciando a ingresos a corto plazo porque estamos haciendo concesiones en capacidad de cómputo para apoyar el desarrollo de IA de frontera. Así que creo que lo que dices ya es cierto\".\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Eso no es lo que quieres escuchar de un CEO ocho días antes de los resultados.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Para mí, esto suena mucho a una empresa que sabe que sus resultados de la nube no impresionarán y quiere adelantarse a la historia.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR sigue a 61 analistas sobre Alphabet. ¿Cuántos dicen \"Comprar\"?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Vea el desglose completo de las calificaciones de Compra, Mantener y Vender sobre Alphabet, junto con las estimaciones de ingresos y ganancias de Wall Street, todo en un solo lugar. Más de 500,000 inversionistas usan TIKR para investigar acciones como esta. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Vea las Calificaciones de los Analistas de Alphabet\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-bar-is-sky-high\" class=\"wp-block-heading\">La barra está por las nubes\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Google Cloud ha sido la estrella de Alphabet. Sus ingresos crecieron un 63% en el primer trimestre de 2026, y su cartera de pedidos pendientes casi se duplicó respecto al trimestre anterior, superando los $460 mil millones. Luego creció un 82% en el segundo trimestre, hasta $24.8 mil millones. (Ese también fue el primer trimestre en el que Alphabet registró ingresos por la venta de sus sistemas TPU, según su \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0001652044\u002F000165204426000071\u002Fgoog-20260630.htm\">presentación trimestral\u003C\u002Fa>).\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Wall Street espera que toda la empresa lo mantenga. Los analistas ven que los ingresos de Alphabet escalan de $403 mil millones en 2025 a $500 mil millones este año, y luego a $627 mil millones en 2027.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792592610\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028.png?_i=AA\" alt=\"Gráfico de barras de TIKR de los ingresos de Alphabet, reales y estimaciones de consenso, $ miles de millones, ejercicio fiscal 2023–2028.\" class=\"wp-post-142542 wp-image-142539\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592610\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592610\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592610\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592610\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592610\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592610\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028\u002F2026-10-21_i763fe4cb17_GOOG_revenue_estimates_2023-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Alphabet (GOOG): ingresos, reales y estimaciones de consenso, $ miles de millones, ejercicio fiscal 2023–2028 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Eso es aproximadamente un crecimiento del 24% este año y del 25% el próximo, así que Wall Street está contando con que el crecimiento se acelere en 2027. Sin embargo, Pichai dice que la capacidad de cómputo del próximo año ya está comprometida: \"si hoy un cliente viene y nos pide capacidad de cómputo en 2027, eso es increíblemente difícil de hacer\". Si la nube no puede aceptar mucho negocio nuevo para el próximo año, esperaría que esas estimaciones para 2027 bajen.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-91-5-billion-and-still-short\" class=\"wp-block-heading\">$91.5 mil millones, y aún escaso\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Alphabet ha invertido mucho dinero en el problema. Su gasto de capital casi se ha cuadruplicado desde 2021, hasta $91.5 mil millones el año pasado.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792592608\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025.png?_i=AA\" alt=\"Gráfico de barras de TIKR de los gastos de capital de Alphabet, $ miles de millones, ejercicio fiscal 2021–2025.\" class=\"wp-post-142542 wp-image-142540\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592608\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592608\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592608\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592608\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592608\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592608\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_capex_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Alphabet (GOOG): gastos de capital, $ miles de millones, ejercicio fiscal 2021–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Y Pichai todavía dice que Google está \"limitado en capacidad a diario\". También dijo que la capacidad de cómputo que Google tiene hoy \"es una función de decisiones que tomé en 2024\", un año en el que el gasto de capital fue de $52.5 mil millones. Así que el gasto del año pasado debería ayudar, eventualmente.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Hasta ahora, todo ese gasto no ha afectado la rentabilidad. El margen operativo de Alphabet subió del 26.5% en 2022 al 32.0% en 2025.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792592606\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025.png?_i=AA\" alt=\"Gráfico de líneas de TIKR del margen operativo (EBIT) de Alphabet (%), ejercicio fiscal 2021–2025.\" class=\"wp-post-142542 wp-image-142541\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592606\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592606\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592606\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592606\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592606\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592606\u002Fimages\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025\u002F2026-10-21_i763fe4cb17_GOOG_operating_margin_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Alphabet (GOOG): margen operativo (EBIT) (%), ejercicio fiscal 2021–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Y alcanzó el 34% en el segundo trimestre de 2026. Pero esos centros de datos aparecen en el estado de resultados como depreciación durante años, y Pichai acaba de aceptar que las concesiones en capacidad de cómputo ya le cuestan al negocio de la nube hoy. Si los márgenes caen el 28 de octubre, la explicación ya está ahí afuera.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-everybody-s-short\" class=\"wp-block-heading\">Todos están escasos\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El argumento de Pichai es que la demanda está ahí y la oferta no. El modelo Gemini más nuevo de Google tiene \"casi hasta 25 billones de tokens usados, que es aproximadamente 3 veces lo que Gemini 3.0 tuvo en las primeras 72 horas\", dijo.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El problema es que todos los hiperescaladores dicen que están escasos. Kantrowitz mencionó el relato de Ben Horowitz sobre el CEO de \u003Cstrong>Amazon (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=18749&tid=2588568\">AMZN\u003C\u002Fa>)\u003C\u002Fstrong>, Andy Jassy, diciendo que la capacidad de cómputo estaba agotada hasta 2028, y Pichai respondió que \"todos estamos manejando cronogramas similares\".\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Si Amazon también está racionando, una escasez de capacidad no explica por qué Google Cloud crecería más lento que sus rivales. Solo le da a cada nube la misma excusa. Y Pichai admitió que la escasez de hoy podría invertirse: cuando se le preguntó si puede haber una sobrecapacidad, su respuesta comenzó con \"Sí\".\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-cloud-has-to-deliver-on-oct-28\" class=\"wp-block-heading\">La nube tiene que cumplir el 28 de octubre\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Pichai le está diciendo a los inversionistas que las propias decisiones de Alphabet están limitando los ingresos de la nube y que es difícil conseguir nueva capacidad para 2027. Mientras tanto, los analistas están modelando un crecimiento más rápido el próximo año. Eso no es bueno.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El 28 de octubre, observe el crecimiento de la nube frente al 82% del segundo trimestre, la cartera de pedidos pendientes y cualquier indicación temprana sobre el gasto de capital para 2027.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Mi opinión: la demanda parece real, pero leo esta entrevista como Alphabet bajando la barra antes de una desaceleración de la nube. Con Wall Street esperando que el crecimiento se acelere en 2027, hay espacio para decepcionar.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Por supuesto, si el crecimiento de la nube se mantiene cerca del ritmo del segundo trimestre, esto parecerá un CEO siendo sincero sobre un buen problema.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-alphabet-stock-actually-worth\" class=\"wp-block-heading\">Entonces, ¿cuánto vale realmente la acción de Alphabet?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR te permite pronosticar el precio futuro de cualquier acción en menos de un minuto. Solo ingresa algunas suposiciones en el modelo de valoración de TIKR y mira cuánto podría valer Alphabet. Comienza desde las estimaciones de consenso de Wall Street, o ajusta los insumos para reflejar tu propia visión del negocio. Es gratis usarlo.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Valora Alphabet gratis\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Descargo de responsabilidad:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Tenga en cuenta que los artículos en TIKR no pretenden servir como consejo de inversión o financiero de TIKR o nuestro equipo de contenido, ni son recomendaciones para comprar o vender acciones. Creamos nuestro contenido basándonos en los datos de inversión de TIKR Terminal y las estimaciones de los analistas. Nuestro análisis podría no incluir noticias recientes de la empresa o actualizaciones importantes. TIKR no tiene posición en ninguna de las acciones mencionadas. ¡Gracias por leer y felices inversiones!\u003C\u002Fem>\u003C\u002Fp>",1033,"es","\u002Fblog\u002Fnot-good-google-cloud-is-forgoing-short-term-revenues-to-feed-its-ai-researchers","not-good-google-cloud-is-forgoing-short-term-revenues-to-feed-its-ai-researchers","images\u002FGoogle-Stock_1456319f746\u002FGoogle-Stock_1456319f746","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024266\u002Fimages\u002FGoogle-Stock_1456319f746\u002FGoogle-Stock_1456319f746.png?_i=AA",{"altText":237,"imageCredit":238},"Not Good: Google Cloud Is “Forgoing Short-Term Revenues” to Feed Its AI Researchers","Torsten Dettlaff from Pexels",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Roxanna Maglangit","roxtikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"Michael Douglass","MichaelDouglass","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"Inversión General","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Sounds like someone’s managing expectations",{"title":260,"description":261,"twitterTitle":260,"twitterDescription":261,"author":240,"articlePublisher":262,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":263,"twitterData1":264,"ogTitle":260,"ogDescription":261,"ogUrl":232,"ogImage":235,"ogImageWidth":265,"ogImageHeight":266,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"Not Good: Google Cloud Is “Forgoing Short-Term Revenues” to Feed Its AI Researchers","Sounds like someone’s managing expectations","TIKR.com","Tiempo de lectura estimado","8 minutes",1200,630,[268,282,297,312,327],{"id":255,"title":269,"date":270,"excerpt":271,"wordCount":272,"uri":273,"slug":274,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":279,"relatedPosts":281},"La OPV de Anthropic \"absorberá una cantidad masiva de dinero\" de las acciones de IA, advierte Cramer","2026-10-26 20:13:04","Solo hay tanto dinero disponible",962,"\u002Fblog\u002Fanthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns","anthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FAnthropic-1-600x400.png",{"altText":269},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":278},[],[280],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":283,"date":284,"excerpt":285,"wordCount":286,"uri":287,"slug":288,"cloudinaryAssetId":289,"featuredImageOriginalUrl":290,"featuredImageMetadata":291,"author":292,"categories":294,"relatedPosts":296},"Visa Alcanzó un Máximo Histórico a Pesar de la Amenaza de las Tarifas de Transacción. Esto Es lo Que el 27 de Octubre Tiene que Demostrar","2026-10-26 20:05:28","El trimestre es la parte fácil.",868,"\u002Fblog\u002Fvisa-hit-a-record-high-despite-a-swipe-fee-threat-heres-what-october-27-has-to-prove","visa-hit-a-record-high-despite-a-swipe-fee-threat-heres-what-october-27-has-to-prove","images\u002Fthoughtful-woman-card-payment\u002Fthoughtful-woman-card-payment","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793011294\u002Fimages\u002Fthoughtful-woman-card-payment\u002Fthoughtful-woman-card-payment.png?_i=AA",{"altText":283},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":293},[],[295],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":298,"date":299,"excerpt":300,"wordCount":301,"uri":302,"slug":303,"cloudinaryAssetId":304,"featuredImageOriginalUrl":305,"featuredImageMetadata":306,"author":307,"categories":309,"relatedPosts":311},"Robinhood está construyendo 13 negocios a la vez. El informe del 27 de octubre prueba si los márgenes pagan por ello","2026-10-26 19:56:09","El crecimiento de los ingresos es la parte fácil",919,"\u002Fblog\u002Frobinhood-is-building-13-businesses-at-once-the-october-27-report-tests-whether-margins-pay-for-it","robinhood-is-building-13-businesses-at-once-the-october-27-report-tests-whether-margins-pay-for-it","images\u002Fthoughtful-man-bitcoin\u002Fthoughtful-man-bitcoin","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793011641\u002Fimages\u002Fthoughtful-man-bitcoin\u002Fthoughtful-man-bitcoin.png?_i=AA",{"altText":298},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":308},[],[310],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":313,"date":314,"excerpt":315,"wordCount":316,"uri":317,"slug":318,"cloudinaryAssetId":319,"featuredImageOriginalUrl":320,"featuredImageMetadata":321,"author":322,"categories":324,"relatedPosts":326},"SoFi ha caído un 45% y Cramer lo vincula a las acciones bancarias. Esto es lo que debe mostrar el informe","2026-10-26 19:49:10","El martes es la oportunidad de SoFi para demostrar que sus ganancias son propias",955,"\u002Fblog\u002Fsofi-is-down-45-and-cramer-ties-it-to-bank-stocks-heres-what-the-report-must-show","sofi-is-down-45-and-cramer-ties-it-to-bank-stocks-heres-what-the-report-must-show","images\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792701308\u002Fimages\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":313},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":323},[],[325],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":328,"date":329,"excerpt":330,"wordCount":331,"uri":332,"slug":333,"cloudinaryAssetId":334,"featuredImageOriginalUrl":335,"featuredImageMetadata":336,"author":337,"categories":339,"relatedPosts":341},"PayPal ha caído más del 80% desde su máximo. Esto es lo que muestra el 27 de octubre","2026-10-26 19:45:44","La barra está baja. Esa es la buena noticia.",981,"\u002Fblog\u002Fpaypal-is-down-more-than-80-from-its-peak-heres-what-october-27-has-to-show","paypal-is-down-more-than-80-from-its-peak-heres-what-october-27-has-to-show","images\u002Fpondering-man-card-payment\u002Fpondering-man-card-payment","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793012179\u002Fimages\u002Fpondering-man-card-payment\u002Fpondering-man-card-payment.png?_i=AA",{"altText":328},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":338},[],[340],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[343,363,378,392],{"id":255,"title":344,"date":345,"excerpt":346,"wordCount":347,"uri":348,"slug":349,"cloudinaryAssetId":350,"featuredImageOriginalUrl":351,"featuredImageMetadata":352,"author":353,"categories":357,"relatedPosts":362},"Subió un 13% en los últimos 12 meses, ¿puede la acción de Arista Networks ofrecer mejores rendimientos en 2026?","2026-10-26 12:57:00","Las acciones de Arista han subido un 10% en un año. Vea lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de ANET, con un precio objetivo de $275 para diciembre de 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":344},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":356},"Aditya Raghunath","adityatikr",[],[358],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},"Valoración","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"Con una caída del 48% en los últimos 12 meses, ¿puede la acción de SoFi ofrecer mejores resultados en 2026?","2026-10-26 12:45:00","La acción de SoFi ha caído un 51% en un año. Descubre lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de SOFI, con un precio objetivo de $22 para diciembre de 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":364},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":374},[],[376],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":379,"date":365,"excerpt":380,"wordCount":381,"uri":382,"slug":383,"cloudinaryAssetId":384,"featuredImageOriginalUrl":385,"featuredImageMetadata":386,"author":387,"categories":389,"relatedPosts":391},"Con un aumento de solo el 9% en los últimos 12 meses, ¿puede la acción de Palantir ofrecer mejores rendimientos en 2026?","La acción de Palantir solo ha subido un 4% en un año. Mira lo que dice el Modelo de Valoración de TIKR sobre el potencial alcista de PLTR, con un objetivo de $529 para diciembre de 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":379},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":388},[],[390],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":393,"date":394,"excerpt":395,"wordCount":396,"uri":397,"slug":398,"cloudinaryAssetId":399,"featuredImageOriginalUrl":400,"featuredImageMetadata":401,"author":402,"categories":404,"relatedPosts":406},"Con una caída del 56% en los últimos 12 meses, ¿puede la acción de AppLovin ofrecer mejores rendimientos en 2026?","2026-10-26 12:33:00","La acción de AppLovin ha caído un 60% en un año. Descubre lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de APP, con un precio objetivo de $366 para diciembre de 2028.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":393},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":403},[],[405],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[]]