Alphabet earnings: What investors are keeping an eye out for

So that Alphabet print really setting the bar for the next wave of AI spending with nearly every major analyst sharply raising hyperscaler CapEx estimates in recent weeks. Now Alphabet already more than doubled CapEx last quarter and Bank of America now sees spending reaching a hundred ninety-five billion this year and nearly three hundred billion next year. But with hyperscaler CapEx collectively consuming ninety-eight percent of operating cash flow, the street needs proof the demand is catching up.Alphabe ...