🎯 $GOOGL’s July 22 Q2 earnings are the key AI-infrastructur

kautious

🎯 $GOOGL’s July 22 Q2 earnings are the key AI-infrastructure catalyst: $180B-$190B FY2026 capex must translate into Cloud growth, margins and free-cash-flow conversion. 📊 Consensus: revenue of $116.9B-$117.1B and adjusted EPS of $2.87-$2.90. Search is estimated at $63.4B, +17% YoY; Cloud at $22.2B-$22.8B, +63%-67%, with backlog near $462B. 📊 Quarterly capex is estimated at $44.8B-$45.1B. Higher spending without margin gains elevates depreciation and overinvestment risk; a demand-led cut would pressure semis, memory, networking, power and data centers. 🔥 Watch Search resilience, Cloud margins, AI monetization and capex guidance after the close. Tesla, ServiceNow, IBM and Texas Instruments add concentrated after-hours risk. #Alphabet #AI #Cloud #Semiconductors

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