Online search giant and ascendant AI services leader Alphabet Inc (tickers: $Alphabet(GOOG)$, $Alphabet(GOOGL)$ ) – better known as "Google" – released its Fiscal Year (FY) 2025 results on the 4th of February, a decidedly pivotal moment when investments in AI technology and returns from thereof are under heavy scrutiny in this market. Trends indicate that, on balance and relative to the overall mood prevalent in the market, it could best be described as either “so-so” or reassuring, depending on what investors are looking to find within the results. Trend Analysis Google's top and bottom lines show, i.e. revenue and diluted earnings per share (EPS) – are showing trends that have been consistent since 202

$Google (GOOG) $Will be onFebruary 4thpublishFourth Quarter Fiscal 2025 Earnings。 Against the background of the recovery of advertising demand and the accelerated growth of cloud business, the market generally expects the company's performance this quarter to maintain a steady expansion trend. From the perspective of core financial indicators, the market consensus expects revenue for this quarter to be approximatelyAround $110 billion, year-on-year growth of approximately15%； Earnings per share (EPS) are expected to be inAround $2.6。 Search advertising is still the pillar of revenue. Benefiting from AI technology to improve advertising conversion efficiency, related businesses are expected to continue double-digit growth; YouTube advertising revenue

Here are the major developments around Alphabet Inc. ahead of its earnings release on 4 February 2026, focusing squarely on your questions about AI momentum, Google Cloud, and competitive pressures on margins. The consensus view heading into the print reflects strong fundamentals mixed with heightened expectations and execution risk.  Can AI Momentum Meaningfully Reaccelerate Google Cloud Growth This Quarter? Yes — but with important caveats. • AI-driven demand is supporting robust Google Cloud expansion. Consensus estimates before the earnings release project ~34 – 36 per cent year-on-year Cloud revenue growth in Q4, with approximately $16 billion in sales, signalling continued acceleration. This is notable given the hyper-competitive landscape against AWS and Azure.  • Cloud ba

🌟🌟🌟 I believe that $Alphabet(GOOG)$ will close at USD334 tomorrow while $Amazon.com(AMZN)$ will close at USD 234. The market is witnessing a brutal show me moment for Big Tech.  While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. Google's earnings report showed that it is benefiting from its long term AI integration.  However the cost is substantial. The Harvest: Google Cloud increased 48% as AI workloads grew.  It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises. The Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending. The

Google Cloud Growth: A 48% growth in Google Cloud revenue is a significant milestone, indicating strong demand for cloud services. This growth can be attributed to the increasing adoption of cloud computing across various industries. CapEx Increase: The spike in CapEx (Capital Expenditures) suggests that Google is heavily investing in infrastructure, likely to support the growing demand for its cloud services. This investment is crucial for expanding data center capacity, enhancing network infrastructure, and developing new technologies. All-In AI Strategy: Google's all-in approach to Artificial Intelligence (AI) involves integrating AI into various aspects of its business, including Google Cloud. While this strategy can drive innovation and competitiveness, it also requires significant in

🧠 After Alphabet Hits $4T — Can Earnings Defend the AI Re-Rating? Alphabet has officially crossed the $4 trillion market cap, cementing its place as the world’s #2 most valuable company after Nvidia. This move wasn’t driven by ads alone — it was powered by a renewed belief that Alphabet is no longer “late” to AI, but quietly building one of the deepest AI stacks in the market 🤖🔥 With earnings on Feb 4, expectations are elevated — and so is execution risk. ⸻ 📊 What Wall Street Is Pricing In Consensus expectations • EPS: $2.64 (+23% YoY) • Revenue: $111.3B (+16% YoY) • Key focus: Google Cloud growth + AI monetization signals At $4T, Alphabet is no longer trading on potential. It’s trading on proof. ⸻ 1️⃣ Google Cloud: Is AI Finally Creating an Inflection? ☁️🤖 Google Cloud is the clearest mon

$Alphabet(GOOGL)$ is scheduled to report its fiscal Q4 2025 earnings on Wednesday, February 4, 2026, after the market close. Heading into the report, the stock has been a standout performer, rallying nearly 70% over the past year and recently hitting record highs near $340. Here is a breakdown of what to expect, the key metrics to watch, and how Alphabet stacks up against AMD in the AI race. Consensus Expectations (Q4 2025) Wall Street has high expectations for Alphabet, driven by the rollout of Gemini 3 and strong Cloud adoption. *Note: Range reflects differences in "Net Revenue" vs. "Total Revenue" reporting across analyst models. Alphabet’s fiscal Q3 2025 earnings, reported in late October 2025, marked a historic turning point for the company.

Google Cloud growth is impressive at +48% YoY, showing AI demand is clearly accelerating 🚀 However, Alphabet’s rising CapEx spend on AI infrastructure is raising investor concerns. The market reaction says it all — strong revenue growth but volatile share price after earnings. Personally, I think this comes down to a key question: Will AI investment translate into sustainable long-term revenue and margin expansion, or will costs weigh on profits in the near term? With hyperscalers racing for AI dominance, short-term pressure might be the price for long-term leadership. What do you think? 👉 Bullish or cautious on $GOOG / $GOOGL? 👉 Who will monetise AI better — Alphabet or Amazon?

🌟🌟🌟If you are bullish on $Alphabet(GOOG)$ but want a discount, a Cash Secured Put is a good options strategy. The Set Up: Sell a put at a strike price slightly below the current price. Collect premium. If the stock dips, you get assigned at a cheaper level. If it does not , you pocket the premium. Why it works for Google: Google rarely collapses post earnings unless something catastrophic happens.  Its fundamentals are fortress level.  Selling puts lets you monetise that stability. This is a strategy that says "I love you Alphabet but I would love you even more at a 3 to 5% discount." @Tiger_comments @Tiger_SG

I’m leaning toward $Alphabet(GOOGL)$ this week, as it’s clearly moving into the harvest phase of AI rather than just telling the story. Gemini 3.0 driving higher Search conversion is exactly what the market wants, and a re-acceleration in Search growth gives earnings a very direct boost. At the same time, GCP looks structurally stronger. Self-developed TPUs are lowering costs, while large deals like Anthropic support both scale and margins. The Apple AI partnership remains a strong validation of Google’s full-stack capabilities, even if valuation concerns linger. By comparison, I’m more cautious on $Amazon.com(AMZN)$ in the near term. Elevated inventory and expected margin pullback still pose risks,

Alphabet vs Amazon: whose earnings best prove AI monetisation? Alphabet Alphabet’s proof point is Search + Cloud. If Gemini features lift ad yield and engagement without compressing margins, and Google Cloud shows faster growth with improving operating margins, that is direct evidence AI is monetising at scale. Risk: high AI capex diluting margins if revenue lift lags. Amazon Amazon’s test is AWS. Clear signs that AI workloads are driving reacceleration in AWS growth and margin expansion would validate monetisation more cleanly. Enterprise contracts, higher attach rates, and operating leverage make AI revenue easier to attribute. Verdict • Cleaner AI monetisation signal: Amazon (AWS is a paid, usage-driven platform). • Bigger strategic payoff if it lands: Alphabet (AI defending Search mar

$Alphabet(GOOGL)$   This is a strong stock at the moment. Dark clouds have gone to $Microsoft(MSFT)$   Strong earnings, and because capex 2026 will double, after hours drop 2%. At this level, Google is a hold. There's still a little upside but hard to buy at these valuation when you have shares already.

🌟🌟🌟 Alphabet $Alphabet(GOOG)$ vs Amazon $Amazon.com(AMZN)$ Who will win? The competition between the 2 "A"s in Mag 7 is one focused on margins & monetisation. Alphabet has a tactical advantage as an "AI first" company.  It has a 32% net profit margins and a large cash reserve, allowing it to innovate. Amazon is the leader in infrastructure but its more than USD 400 billion capex for AWS & logistics is affecting its free cash flow, which dropped 69% recently. Alphabet can turn Gemini AI into advertising revenue.  Amazon must show that its spending won't reduce profits. The Verdict Alphabet has superior margins while Amazon is building a large logistics & cloud empire that is expen

Analysts are optimistic that Google will continue to grow earnings and revenue, with particular strength in search ads, cloud, and AI initiatives — but stock reactions can still swing on guidance and execution, not just numbers.

Think Google can close above $340 with its full-stack AI advantage.

I pick Alphabet Goggle. Germini doing well in AI. I believe in them

I agree that Amazon might be the surprise here. Both are great companies though