Google's (GOOG) investors have a few things in their favor coming into earnings day this week that Meta (META) investors weren't afforded when the tech giant reported a few negative surprises. "Google has already done some of its fundraising and indicated a 'significant' increase in capex next year when it reported Q2, so that particular reckoning may be behind it," D.A. Davidson analyst Gil Luria wrote in a note on Monday. "It is worth noting that Mr. Brin and Mr. Page moved out of California before the 1/1/26 cutoff and may be able to avoid having to sell their shares. Which means that investors will be able to focus on the Anthropic-driven growth in Google Cloud.
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