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.
我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论，并结合市场和 OSINT 背景分析。