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"All eyes are clearly going to be on cloud revenue as well as CapEx numbers," says Angelo Zino as he discusses expectations for Alphabet (GOOGL) earnings. He notes a very high bar for the stock with Wall Street eyeing 20% growth. With China releasing cheaper AI models compared to U.S. counterparts, Angelo believes regulation will come into play. It also puts a greater emphasis on the Mag 7 giant's ROI.

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GOOGL CapEx, Chinese Competition Add Attention to Cloud & ROI in Earnings

Schwab Network

GOOGL CapEx, Chinese Competition Add Attention to Cloud & ROI in Earnings