Asking for expectations on Alphabet's earnings numbers
Sam
Jawad Hussain
Alphabet continues solid performance with double-digit growth accelerating in search, YouTube, and cloud (30%+ growth with expanding margins)
Asking if Alphabet will confirm the 'changing of the guard' narrative and likely street reaction
Sam
Jawad Hussain
Fundamental trends continue with strength in ad market from AI investments and TPU deals showing Alphabet can expand into new markets
Asking about balancing CapEx with proof of spend and potential market reaction
Sam
Jawad Hussain
CapEx likely to be higher as Alphabet needs to be aggressive in AI land grab, and money is being well spent