🌟🌟🌟The market has been beha

🌟🌟🌟The market has been behaving like a kid with ADHD lately - bouncing off the walls one day, & sulking the next day. But amid this chaos, $Alphabet(GOOG)$ is reporting its Q4 26 earnings on Feb 4.

Google Cloud is the centerpiece this quarter. Investors want to see whether AI workloads - Gemini integration, enterprise adoption and TPU powered training are showing up as visible revenue acceleration.

If Cloud growth ticks up, Alphabet 's recent re rating looks justified. If Cloud growth stalls, the market may throw a tantrum.

This is the moment where AI hype must become AI dollars.

Search is still the profit engine. But AI answers cost more to serve & competition is louder than ever.
Can Gemini defend margins while keeping users loyal?

Ad revenue is important. If it does well , the market will be happy.

Let's hope CEO Sundar Pichai will have some great guidance to calm the market tonight.

@Daily_Discussion @TigerStars @Tiger_comments @TigerClub @CaptainTiger

💰Stocks to watch today?(4 Feb）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Investors want to see whether AI workloads - Gemini integration, enterprise adoption and TPU powered training are showing up as visible revenue acceleration.\nIf Cloud growth ticks up, Alphabet 's recent re rating looks justified.&nbsp; If Cloud growth stalls, the market may throw a tantrum.\nThis is the moment where AI hype must become AI dollars.\nSearch is still the profit engine.&nbsp; But AI answers cost more to serve &amp; competition is louder than ever. \n Can Gemini defend margins while keeping users loyal?\nAd revenue is important.&nbsp; If it does well , the market will be happy.\nLet's hope CEO Sundar Pichai will have some great guidance to calm the market tonight.\n<a href=\"https://ttm.financial/U/3527667621665671\"> @Daily_Discussion </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/3527667618000160\"> @CaptainTiger </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e238725f8c3b367350975d4405be2343\"></t-t></body></html>","text":"🌟🌟🌟The market has been behaving like a kid with ADHD lately - bouncing off the walls one day, & sulking the next day. 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