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Alphabet Earnings Signal Trends
- Alphabet's earnings will signal the impact of tariffs and macroeconomic factors on mega cap tech firms. - Ad revenue remains Google's core driver but faces risks from tariffs and AI-generated content shifts.
Gemini Chatbot Growth Urgency
- Google's Gemini AI chatbot has reached 350 million monthly active users, nearly matching ChatGPT. - This rapid adoption heightens the urgency for Google to monetize Gemini amid cannibalization of search ads.
Investors Seek Future Clarity
- Alphabet provides no guidance, so investors focus on any hints about future quarters and years. - The big concern is how market and regulatory pressures will affect growth moving forward.