DiAngel
08:35
I go for Alphabet … based on chart. 😂
@MHh @melson @Universe宇宙 @rL
Alphabet Harvest Season? Can Earnings Support Stock New Highs?
Alphabet has surged on a strengthening AI narrative, pushing its market cap above $4T, second only to Nvidia. The stock is hovering near all-time highs ahead of earnings on Feb 4. Wall Street expects $2.64 EPS (+23% YoY) and $111.3B revenue (+16%), with focus squarely on whether AI momentum is translating into faster Google Cloud growth. Can AI momentum meaningfully reaccelerate Google Cloud growth this quarter? Will AI-driven Cloud growth be strong enough to justify Alphabet’s recent re-rating? Can Gemini upgrades defend Search margins amid rising competition?
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