Alphabet (GOOGL) Earnings, Stock Is Up Today

<p>Alphabet (GOOGL) reported strong earnings on February 1 after market close. There is more competition for the YouTube part of the business, explains Jason Helfstein of Oppenheimer. He says Alphabet's cloud business did not slow down quarter over quarter. He thinks investors will remain bullish on Google cloud. He stresses that search is one of the highest margin businesses on the planet, he adds. He sees inflation as a positive to these types of companies. </p><p><br></p>