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Dan Ives: Alphabet earnings will set the tone for mega-cap tech earnings
CNBC Television· 2026-07-22 20:18
For more, let's bring in Yorkville Ives partner Dan Ives and CBC contributor requisites Bin Talkington. Thank you both so much for being here. Um Dan, you think Alphabet is actually the best positioned of the hyperscalers and today is about proving it. Why do you think it's the best position and and what do you think it needs to do to actually prove it.>> I think it sets the tone for this tech earning season because when you think about what's happened on cloud, call it mid60% growth. This has really been a ...