I'm getting more concerned about $Alphabet - C(GOOG.US) because they need an answer to personalized bots. Three key topi…
I'm getting more concerned about $Alphabet - C(GOOG.US) because they need an answer to personalized bots.
Three key topics for earnings tonight:1. Cloud growth outlook. Expect 92% growth in September and 95% in December. I think they guide to a slight step-up in growth in December.2. Capex. Street at $201B in CY26 and $312B in CY27. I think that's the right number.3. How do they win with personalized bots? Can Google have an AI Overview and AI Mode encore to direct search traffic into personalized bot usage?Source: Gene Munster
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