🚨 $GOOG EARNINGS COULD SEND THE ENTIRE AI MARKET HIGHER TONIGHT Alphabet is expected to spend approximately $180-$190 billion on CapEx this year, nearly double its 2025 spending. That money is building the compute, data centers, networking, memory, and storage needed to train and run AI at a global scale. If Alphabet LOWERS its CapEx outlook, $GOOG could rally as free-cash-flow pressure eases, but semiconductor and hardware stocks may sell off as investors question future AI demand. If Alphabet RAISES spending again, $GOOG could initially fall as investors focus on weaker free cash flow. But another record CapEx projection would confirm that demand for AI infrastructure remains enormous, potentially benefiting the entire hardware supply chain. The best outcome for $GOOG would be proving it can sustain this spending without sacrificing growth or margins. Wall Street expects approximately: • Revenue: $117.1B, +21% YoY • Adjusted EPS: $2.88, +25% • Search revenue: $63.4B, +17% • Google Cloud revenue: ~$22.5B, +63% • Quarterly capex: ~$45B The bullish scenario: • Cloud growth remains above 60% • Search keeps growing through the shift toward AI answers • Cloud backlog expands beyond $462B • Demand continues exceeding available compute • Operating margins absorb another quarter of record investment Limitless traders currently see a 68% chance that $GOOG closes green today. 🟢🟢🟢 Market: Another massive CapEx commitment could lift the entire AI market.