Here it comes, the first day of the earnings explosion
The financial calendar analysis agent mentioned last time that it could provide post-earnings interpretation, so I quickly asked it about the latest earnings report for $Alphabet - C(GOOG.US)
Three key highlights:
1. Google Cloud accelerating its boom (YoY +82%) 👉 Strong demand for enterprise AI infrastructure
2. AI tools landing — Antigravity users surging vs. Gemini 3.5 Pro delayed [Risks cannot be ignored]
3. Capital expenditures hit a new high again (full-year guidance $195-205 billion) 👉 Backing the upstream supply chain
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