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Tanggol

Tanggol

Hello,,World together us One,, Everyone love's,,, Love,, Peach,, Care,, Respect,, 🙏🙂😎❤😊☺🫂

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01-30

Thank you poh,, everyone love's,,,, together us,, One 🫂🥰😎😘❤🙏🙂

01-30

Thank you❤🌹🙏 poh,, all,, Team Tiger broker

01-30

Great👍👏😊,, Sir President Trump,, good job,,,, Great Leadership,, God bless you,,, and Us🫂😎❤🙏🙂

Trump Says US Should Have World's Lowest Interest Rates

01-30

Good morning poh,, Ma'am,,, Sir,, thank you for your support,,, 🙂❤🙏🫂😎🥰God bless you,, 🙏

@Barcode:🚗🤖⚡ TSLA earnings reset + analyst PT divergence + gold-band liquidity flush + Optimus Gen 3 reprice autos and AI ⚡🤖🚗

01-30

🙂❤🙏🫂

@TigerPicks:‌E&C/E&E Winners | Are LNKS, NXT, SMXT, EOSE, FLNC, SHLS, XPON & TE leading the AI-driven rally？

01-30

Hello poh,,, good morning poh,,, Ma'am,,, Sir,, 🙂❤🙏😎🫂

01-29

Thank you Lord,, God bless us❤🫂❤😎🙂🙏

Alphabet Q4 Preview | Google Cloud Growth and Margin Expansion Are Key Catalysts; Gemini Traffic Gain Helps Core Search Business

01-29

Good afternoon poh,,, Ma'am, , Sir,, thank you,, always support to each other's,, God bless us❤🫂,, people around the world🌎☺🙂

Go to Tiger App to see more news

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The U.S. should have substantially lower interest rates now and should have the lowest in the world, President Donald Trump on Thursday, one day after the U.S. Federal Reserve moved to hold benchmark rates steady.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/950502dac8ec4e6d96b4ab048860ef99\" tg-width=\"808\" tg-height=\"1312\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Says US Should Have World's Lowest Interest Rates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Says US Should Have World's Lowest Interest Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-29 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Jan 29 (Reuters) - The U.S. should have substantially lower interest rates now and should have the lowest in the world, President Donald Trump on Thursday, one day after the U.S. Federal Reserve moved to hold benchmark rates steady.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/950502dac8ec4e6d96b4ab048860ef99\" tg-width=\"808\" tg-height=\"1312\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VGIT":"中期国债ETF-Vanguard","BOXX":"ALPHA ARCHITECT 1-3 MONTH BOX ETF","TMV":"3倍做空20年期以上美国国债ETF-Direxion","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","VGLT":"美国长期国债ETF-Vanguard",".SPX":"S&P 500 Index","GOVT":"iShares安硕核心美国国债ETF","BND":"债券指数ETF-Vanguard美国","TLH":"iShares安硕10-20年国债ETF","TLT":"20+年以上美国国债ETF-iShares","AGG":"债券指数ETF-iShares Barclays综合国债","TBT":"债券20+美国债指数ETF-ProShares两倍做空","IEF":"债券指数ETF-iShares Barclays 7-10年","SCHO":"嘉信短期美国国债ETF",".IXIC":"NASDAQ Composite","UBT":"债券20+美国债-ProShares两倍做多","SGOV":"iShares 0-3 Month Treasury Bond ETF","HYG":"债券指数ETF-iShares iBoxx高收益公司债",".DJI":"道琼斯","SHV":"美国短期国债ETF-iShares","EDV":"美国延期国债ETF-Vanguard","TMF":"3倍做多20年期以上国债ETF-Direxion","VGSH":"美国短期国债ETF-Vanguard","SHY":"债券指数ETF-iShares Barclays 1-3年国债"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260129:nFWN3YU07W:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607608748","content_text":"WASHINGTON, Jan 29 (Reuters) - The U.S. should have substantially lower interest rates now and should have the lowest in the world, President Donald Trump on Thursday, one day after the U.S. Federal Reserve moved to hold benchmark rates steady.","news_type":1,"symbols_score_info":{"GOVT":2,"HYG":2,"TMF":2,"EDV":2,"BND":2,".SPX":2.1,"TLH":2,"VGIT":2,"SHV":2,"TLT":2,"TBT":2,"BOXX":2,"IEF":2,"VGLT":2,".DJI":2.1,"TMV":2,"UBT":2,"SCHO":2,"VGSH":2,"AGG":2,".IXIC":2.1,"TLTW":2,"SHY":2,"SGOV":2}},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527045238297896,"gmtCreate":1769708670979,"gmtModify":1769708673373,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"htmlText":"Good morning poh,, Ma'am,,, Sir,, thank you for your support,,, 🙂❤🙏🫂😎🥰God bless you,, 🙏","listText":"Good morning poh,, Ma'am,,, Sir,, thank you for your support,,, 🙂❤🙏🫂😎🥰God bless you,, 🙏","text":"Good morning poh,, Ma'am,,, Sir,, thank you for your support,,, 🙂❤🙏🫂😎🥰God bless you,, 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/527045238297896","repostId":"527037629932256","repostType":1,"repost":{"id":527037629932256,"gmtCreate":1769706676851,"gmtModify":1769727602876,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🚗🤖⚡ TSLA earnings reset + analyst PT divergence + gold-band liquidity flush + Optimus Gen 3 reprice autos and AI ⚡🤖🚗","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Tesla’s post-earnings repricing reflects a liquidity-driven regime transition, where analyst dispersion, convexity flow, gold-band mean reversion, FSD scale, and the Optimus production pivot converge into a defining inflection for autos, AI compute, and embodied robotics. The current tape balances short-term valuation compression 📉 against long-duration autonomy, robotics, and software optionality 🧠🤖 as capital allocation discipline, supply chain restructuring, and dataset scale recalibrate forward earnings power. 🧠📊 Tesla: Analyst PT divergence,","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Tesla’s post-earnings repricing reflects a liquidity-driven regime transition, where analyst dispersion, convexity flow, gold-band mean reversion, FSD scale, and the Optimus production pivot converge into a defining inflection for autos, AI compute, and embodied robotics. The current tape balances short-term valuation compression 📉 against long-duration autonomy, robotics, and software optionality 🧠🤖 as capital allocation discipline, supply chain restructuring, and dataset scale recalibrate forward earnings power. 🧠📊 Tesla: Analyst PT divergence,","text":"$Tesla Motors(TSLA)$ $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Tesla’s post-earnings repricing reflects a liquidity-driven regime transition, where analyst dispersion, convexity flow, gold-band mean reversion, FSD scale, and the Optimus production pivot converge into a defining inflection for autos, AI compute, and embodied robotics. The current tape balances short-term valuation compression 📉 against long-duration autonomy, robotics, and software optionality 🧠🤖 as capital allocation discipline, supply chain restructuring, and dataset scale recalibrate forward earnings power. 🧠📊 Tesla: Analyst PT divergence,","images":[{"img":"https://community-static.tradeup.com/news/bce07d358f810c053d0adb64339ab675","width":"1473","height":"823"},{"img":"https://community-static.tradeup.com/news/de9eedd3ea6701c9381db1e39fb8b777","width":"1010","height":"1083"},{"img":"https://community-static.tradeup.com/news/218955eeead41269546ff2dda96d6692","width":"1685","height":"828"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527037629932256","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527044510524560,"gmtCreate":1769708489034,"gmtModify":1769708957674,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"htmlText":"🙂❤🙏🫂","listText":"🙂❤🙏🫂","text":"🙂❤🙏🫂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527044510524560","repostId":"527072494711608","repostType":1,"repost":{"id":527072494711608,"gmtCreate":1769688412343,"gmtModify":1769694264216,"author":{"id":"9000000000000572","authorId":"9000000000000572","name":"TigerPicks","avatar":"https://community-static.tradeup.com/news/a6d452b050ca40d986d2e3e339c5dab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000572","idStr":"9000000000000572"},"themes":[],"title":"‌E&C/E&E Winners | Are LNKS, NXT, SMXT, EOSE, FLNC, SHLS, XPON & TE leading the AI-driven rally？","htmlText":"Electrical Components &amp; Equipment sector rose an average of ~1.52% at the January 28, 2026 ET market close, mainly driven by surging AI data center power demand, record grid infrastructure needs, and strong outlook from players like <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> and <a href=\"https://ttm.financial/S/ETN\">$Eaton Corp PLC(ETN)$</a> . The S&amp;P 500 <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Electrical Components &amp; Equipment. Considering the different perceptions of the stock, this time TigerPicks chose <a href=\"https://ttm.financial/S/LNKS\">$Linkers Industries limited(LNKS)$</a>","listText":"Electrical Components &amp; Equipment sector rose an average of ~1.52% at the January 28, 2026 ET market close, mainly driven by surging AI data center power demand, record grid infrastructure needs, and strong outlook from players like <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> and <a href=\"https://ttm.financial/S/ETN\">$Eaton Corp PLC(ETN)$</a> . The S&amp;P 500 <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Electrical Components &amp; Equipment. Considering the different perceptions of the stock, this time TigerPicks chose <a href=\"https://ttm.financial/S/LNKS\">$Linkers Industries limited(LNKS)$</a>","text":"Electrical Components & Equipment sector rose an average of ~1.52% at the January 28, 2026 ET market close, mainly driven by surging AI data center power demand, record grid infrastructure needs, and strong outlook from players like $GE Vernova Inc.(GEV)$ and $Eaton Corp PLC(ETN)$ . The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Electrical Components & Equipment. Considering the different perceptions of the stock, this time TigerPicks chose $Linkers Industries limited(LNKS)$","images":[{"img":"https://community-static.tradeup.com/news/763ab38d1332646323aacffd5dd06e5d","width":"990","height":"500"},{"img":"https://community-static.tradeup.com/news/769f907c04c9131b40f43339ebd78a52","width":"676","height":"291"},{"img":"https://community-static.tradeup.com/news/b6bca49f59da776c5ac0f6b1a48b0797","width":"924","height":"264"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527072494711608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527044447654776,"gmtCreate":1769708344785,"gmtModify":1769708954733,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"htmlText":"Hello poh,,, good morning poh,,, Ma'am,,, Sir,, 🙂❤🙏😎🫂","listText":"Hello poh,,, good morning poh,,, Ma'am,,, Sir,, 🙂❤🙏😎🫂","text":"Hello poh,,, good morning poh,,, Ma'am,,, Sir,, 🙂❤🙏😎🫂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527044447654776","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526937794008552,"gmtCreate":1769682321115,"gmtModify":1769683255176,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"title":"","htmlText":"Thank you Lord,, God bless us❤🫂❤😎🙂🙏","listText":"Thank you Lord,, God bless us❤🫂❤😎🙂🙏","text":"Thank you Lord,, God bless us❤🫂❤😎🙂🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526937794008552","repostId":"1152023222","repostType":4,"repost":{"id":"1152023222","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769677060,"share":"https://ttm.financial/m/news/1152023222?lang=en_US&edition=fundamental","pubTime":"2026-01-29 16:57","market":"us","language":"en","title":"Alphabet Q4 Preview | Google Cloud Growth and Margin Expansion Are Key Catalysts; Gemini Traffic Gain Helps Core Search Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1152023222","media":"Tiger Newspress","summary":"$Alphabet(GOOGL)$ is expected to report its fourth quarter 2025 earnings after the market closes on Wednesday, 4 February 2026.Here are consensus expectations from Tiger Trade for Alphabet's Q4...","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></strong> is expected to report its fourth quarter 2025 earnings after the market closes on <strong>Wednesday, 4 February 2026</strong>.</p><p>Here are consensus expectations from Tiger Trade for Alphabet&#39;s Q4 earnings:</p><ul style=\"\"><li><p><strong>Revenue:</strong> $111.4 billion, up 15.34% YoY</p></li><li><p><strong>EPS:</strong> $2.63, up 23.65% YoY</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26f0d1ecff2e6adf4be7b631e167bc72\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1118\" tg-height=\"590\"/><span>Source: Tiger Trade App</span></p><h2 id=\"id_3681954167\" style=\"text-align: left;\">What To Look For In The Q4 Report</h2><h3 id=\"id_1487811296\">1. Search Advertising Revenue (With AI Overview, Gemini Integration) Expected to Rise 13%</h3><p>Alphabet&#39;s recent traction with Gemini over OpenAI provides a catalyst to help accelerate growth in the former&#39;s core Search business, where ad sales have so far remained insulated from any query-volume loss to OpenAI&#39;s ChatGPT.</p><p>At the forefront of the AI development cycle, Alphabet is realizing strong wins for Gemini AI as one of the top-ranked AI applications above pure-play developers like OpenAI ChatGPT and Anthropic Claude. From an enterprise adoption perspective, Gemini AI may be one of the leading models with enterprise-ready applications like Gemini Code Assist that can be deployed to potentially improve operations.</p><p>Google&#39;s release of Universal Commerce Protocol (UCP) and agentic offerings that span across its apps are likely to further aid ad targeting and personalization, adding a tailwind for YouTube ads growth. Apple&#39;s choice of Gemini for use on iOS should aid model engagement.</p><p>The digital advertisement market is estimated to expand by a CAGR of more than 13% from 2026 to 2035. The company is serving in high-growth markets, and therefore its growth momentum is likely to last in the long run.</p><h3 id=\"id_3208237019\">2. Google Cloud Growth Seen Around 44%, Operating Margin to Remain Strong in Search &amp; Cloud</h3><p>Compared to peers like Microsoft &amp; Amazon, Alphabet’s growth may more heavily balance cloud services and AI development as part of its broader business model. This may make Alphabet more dependent on the success of new AI model development as well as adoption of the applications, whereas peer hyperscalers are more geared towards <em>facilitating</em> AI development.</p><p>Fundamentally, Google Cloud growth and margin expansion are expected to be the biggest catalysts for Alphabet going into Q4 2025 earnings. Alphabet has been making substantial progress in improving Cloud margins in recent quarters, breaking double digits in Q2 2025 and surpassing 20% in Q3 2025. For Q4 2025, Google Cloud is expected to grow by 44% with a 775bps uplift in the segment operating margin.</p><p>Segment margin growth is also a key factor to lead Alphabet shares’ outperformance in 2025, where peer hyperscalers’ shares returned modest single-digit growth.</p><h3 id=\"id_3703172180\">3. 2026 Consensus Capex $115 Billion Can Rise as AI Infrastructure Build-Out Continues</h3><p>The last point of interest is the CapEx and FCF outlook, particularly for 2026 FY guidance on these two metrics. As mentioned above, peak spending would signal FCF inflection and a possible journey to sustainable margin growth.</p><p>With growth in Google Cloud will come increased capital investments to support demand. The growth in cloud services amongst the hyperscalers has been underpinned by significant capital spend for compute capacity, with the investment cycle nowhere near the end. Given that Cloud growth is dependent on capital deployed, Alphabet, as well as peer hyperscalers, may report a significant uplift in capital budgets for 2026.</p><p>The Google Cloud segment expects a boost from increased demand from AI inference workloads, where Gemini&#39;s API token usage has surpassed that of OpenAI. Commercialization of tensor processing units, coupled with the company&#39;s lead in token generation, would increase capex growth expectations for 2026.</p><h2 id=\"id_3351655491\">Analysts&#39; Opinions</h2><p><strong>Roth Capital raised the firm&#39;s price target on Alphabet to $365 from $310 and keeps a Buy rating </strong>on the shares ahead of the Q4 earnings report. The company&#39;s catalysts in the first half of 2026 include tensor processing unit chip partnerships, Waymo city launches, Gemini App user milestones, and likely Gemini 4.0 news, the analyst tells investors in a research note. Roth also sees &#34;tentpole industry events&#34; like FIFA World Cup, the Winter Olympics, and the U.S. midterm elections offsetting tougher compares in the second half of 2026. It expects the company to modestly beat consensus estimates in Q4.</p><p><strong>KeyBanc raised its price target on Alphabet to $360.00 from $330.00, while maintaining an Overweight rating on the stock. </strong>The firm cited a favorable environment for Alphabet, noting several emerging core trends in artificial intelligence that benefit the company. KeyBanc identified compute capabilities, distribution networks, and proprietary data as critical factors for AI performance.</p><p><strong>Stifel raised the firm&#39;s price target on Alphabet to $346 from $333 and keeps a Buy rating on the shares</strong> as part of the firm&#39;s digital ads Q4 preview. The firm prefers Alphabet into the print with what it sees as &#34;solid fundamentals that are likely ahead of Street,&#34; the analyst tells investors. However, the wildcard is incremental releases from OpenAI that are likely to show well versus the latest Gemini, though the firm thinks &#34;that&#39;s something to worry about after the print.&#34;</p><p><strong>UBS analyst Stephen Ju raised the firm&#39;s price target on Alphabet to $345 from $306 and keeps a Neutral rating</strong> on the shares. The Q4 earnings outlook for advertising-driven companies points to slimmer beats after a slow October tied to a government shutdown, followed by a rebound in November and December, the analyst tells investors in a research note. Among nine companies, five exceeded prior forecasts, two were in line, and two came in modestly below expectations, UBS says.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Q4 Preview | Google Cloud Growth and Margin Expansion Are Key Catalysts; Gemini Traffic Gain Helps Core Search Business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Q4 Preview | Google Cloud Growth and Margin Expansion Are Key Catalysts; Gemini Traffic Gain Helps Core Search Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-01-29 16:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></strong> is expected to report its fourth quarter 2025 earnings after the market closes on <strong>Wednesday, 4 February 2026</strong>.</p><p>Here are consensus expectations from Tiger Trade for Alphabet&#39;s Q4 earnings:</p><ul style=\"\"><li><p><strong>Revenue:</strong> $111.4 billion, up 15.34% YoY</p></li><li><p><strong>EPS:</strong> $2.63, up 23.65% YoY</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26f0d1ecff2e6adf4be7b631e167bc72\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1118\" tg-height=\"590\"/><span>Source: Tiger Trade App</span></p><h2 id=\"id_3681954167\" style=\"text-align: left;\">What To Look For In The Q4 Report</h2><h3 id=\"id_1487811296\">1. Search Advertising Revenue (With AI Overview, Gemini Integration) Expected to Rise 13%</h3><p>Alphabet&#39;s recent traction with Gemini over OpenAI provides a catalyst to help accelerate growth in the former&#39;s core Search business, where ad sales have so far remained insulated from any query-volume loss to OpenAI&#39;s ChatGPT.</p><p>At the forefront of the AI development cycle, Alphabet is realizing strong wins for Gemini AI as one of the top-ranked AI applications above pure-play developers like OpenAI ChatGPT and Anthropic Claude. From an enterprise adoption perspective, Gemini AI may be one of the leading models with enterprise-ready applications like Gemini Code Assist that can be deployed to potentially improve operations.</p><p>Google&#39;s release of Universal Commerce Protocol (UCP) and agentic offerings that span across its apps are likely to further aid ad targeting and personalization, adding a tailwind for YouTube ads growth. Apple&#39;s choice of Gemini for use on iOS should aid model engagement.</p><p>The digital advertisement market is estimated to expand by a CAGR of more than 13% from 2026 to 2035. The company is serving in high-growth markets, and therefore its growth momentum is likely to last in the long run.</p><h3 id=\"id_3208237019\">2. Google Cloud Growth Seen Around 44%, Operating Margin to Remain Strong in Search &amp; Cloud</h3><p>Compared to peers like Microsoft &amp; Amazon, Alphabet’s growth may more heavily balance cloud services and AI development as part of its broader business model. This may make Alphabet more dependent on the success of new AI model development as well as adoption of the applications, whereas peer hyperscalers are more geared towards <em>facilitating</em> AI development.</p><p>Fundamentally, Google Cloud growth and margin expansion are expected to be the biggest catalysts for Alphabet going into Q4 2025 earnings. Alphabet has been making substantial progress in improving Cloud margins in recent quarters, breaking double digits in Q2 2025 and surpassing 20% in Q3 2025. For Q4 2025, Google Cloud is expected to grow by 44% with a 775bps uplift in the segment operating margin.</p><p>Segment margin growth is also a key factor to lead Alphabet shares’ outperformance in 2025, where peer hyperscalers’ shares returned modest single-digit growth.</p><h3 id=\"id_3703172180\">3. 2026 Consensus Capex $115 Billion Can Rise as AI Infrastructure Build-Out Continues</h3><p>The last point of interest is the CapEx and FCF outlook, particularly for 2026 FY guidance on these two metrics. As mentioned above, peak spending would signal FCF inflection and a possible journey to sustainable margin growth.</p><p>With growth in Google Cloud will come increased capital investments to support demand. The growth in cloud services amongst the hyperscalers has been underpinned by significant capital spend for compute capacity, with the investment cycle nowhere near the end. Given that Cloud growth is dependent on capital deployed, Alphabet, as well as peer hyperscalers, may report a significant uplift in capital budgets for 2026.</p><p>The Google Cloud segment expects a boost from increased demand from AI inference workloads, where Gemini&#39;s API token usage has surpassed that of OpenAI. Commercialization of tensor processing units, coupled with the company&#39;s lead in token generation, would increase capex growth expectations for 2026.</p><h2 id=\"id_3351655491\">Analysts&#39; Opinions</h2><p><strong>Roth Capital raised the firm&#39;s price target on Alphabet to $365 from $310 and keeps a Buy rating </strong>on the shares ahead of the Q4 earnings report. The company&#39;s catalysts in the first half of 2026 include tensor processing unit chip partnerships, Waymo city launches, Gemini App user milestones, and likely Gemini 4.0 news, the analyst tells investors in a research note. Roth also sees &#34;tentpole industry events&#34; like FIFA World Cup, the Winter Olympics, and the U.S. midterm elections offsetting tougher compares in the second half of 2026. It expects the company to modestly beat consensus estimates in Q4.</p><p><strong>KeyBanc raised its price target on Alphabet to $360.00 from $330.00, while maintaining an Overweight rating on the stock. </strong>The firm cited a favorable environment for Alphabet, noting several emerging core trends in artificial intelligence that benefit the company. KeyBanc identified compute capabilities, distribution networks, and proprietary data as critical factors for AI performance.</p><p><strong>Stifel raised the firm&#39;s price target on Alphabet to $346 from $333 and keeps a Buy rating on the shares</strong> as part of the firm&#39;s digital ads Q4 preview. The firm prefers Alphabet into the print with what it sees as &#34;solid fundamentals that are likely ahead of Street,&#34; the analyst tells investors. However, the wildcard is incremental releases from OpenAI that are likely to show well versus the latest Gemini, though the firm thinks &#34;that&#39;s something to worry about after the print.&#34;</p><p><strong>UBS analyst Stephen Ju raised the firm&#39;s price target on Alphabet to $345 from $306 and keeps a Neutral rating</strong> on the shares. The Q4 earnings outlook for advertising-driven companies points to slimmer beats after a slow October tied to a government shutdown, followed by a rebound in November and December, the analyst tells investors in a research note. Among nine companies, five exceeded prior forecasts, two were in line, and two came in modestly below expectations, UBS says.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152023222","content_text":"Alphabet is expected to report its fourth quarter 2025 earnings after the market closes on Wednesday, 4 February 2026.Here are consensus expectations from Tiger Trade for Alphabet's Q4 earnings:Revenue: $111.4 billion, up 15.34% YoYEPS: $2.63, up 23.65% YoYSource: Tiger Trade AppWhat To Look For In The Q4 Report1. Search Advertising Revenue (With AI Overview, Gemini Integration) Expected to Rise 13%Alphabet's recent traction with Gemini over OpenAI provides a catalyst to help accelerate growth in the former's core Search business, where ad sales have so far remained insulated from any query-volume loss to OpenAI's ChatGPT.At the forefront of the AI development cycle, Alphabet is realizing strong wins for Gemini AI as one of the top-ranked AI applications above pure-play developers like OpenAI ChatGPT and Anthropic Claude. From an enterprise adoption perspective, Gemini AI may be one of the leading models with enterprise-ready applications like Gemini Code Assist that can be deployed to potentially improve operations.Google's release of Universal Commerce Protocol (UCP) and agentic offerings that span across its apps are likely to further aid ad targeting and personalization, adding a tailwind for YouTube ads growth. Apple's choice of Gemini for use on iOS should aid model engagement.The digital advertisement market is estimated to expand by a CAGR of more than 13% from 2026 to 2035. The company is serving in high-growth markets, and therefore its growth momentum is likely to last in the long run.2. Google Cloud Growth Seen Around 44%, Operating Margin to Remain Strong in Search & CloudCompared to peers like Microsoft & Amazon, Alphabet’s growth may more heavily balance cloud services and AI development as part of its broader business model. This may make Alphabet more dependent on the success of new AI model development as well as adoption of the applications, whereas peer hyperscalers are more geared towards facilitating AI development.Fundamentally, Google Cloud growth and margin expansion are expected to be the biggest catalysts for Alphabet going into Q4 2025 earnings. Alphabet has been making substantial progress in improving Cloud margins in recent quarters, breaking double digits in Q2 2025 and surpassing 20% in Q3 2025. For Q4 2025, Google Cloud is expected to grow by 44% with a 775bps uplift in the segment operating margin.Segment margin growth is also a key factor to lead Alphabet shares’ outperformance in 2025, where peer hyperscalers’ shares returned modest single-digit growth.3. 2026 Consensus Capex $115 Billion Can Rise as AI Infrastructure Build-Out ContinuesThe last point of interest is the CapEx and FCF outlook, particularly for 2026 FY guidance on these two metrics. As mentioned above, peak spending would signal FCF inflection and a possible journey to sustainable margin growth.With growth in Google Cloud will come increased capital investments to support demand. The growth in cloud services amongst the hyperscalers has been underpinned by significant capital spend for compute capacity, with the investment cycle nowhere near the end. Given that Cloud growth is dependent on capital deployed, Alphabet, as well as peer hyperscalers, may report a significant uplift in capital budgets for 2026.The Google Cloud segment expects a boost from increased demand from AI inference workloads, where Gemini's API token usage has surpassed that of OpenAI. Commercialization of tensor processing units, coupled with the company's lead in token generation, would increase capex growth expectations for 2026.Analysts' OpinionsRoth Capital raised the firm's price target on Alphabet to $365 from $310 and keeps a Buy rating on the shares ahead of the Q4 earnings report. The company's catalysts in the first half of 2026 include tensor processing unit chip partnerships, Waymo city launches, Gemini App user milestones, and likely Gemini 4.0 news, the analyst tells investors in a research note. Roth also sees \"tentpole industry events\" like FIFA World Cup, the Winter Olympics, and the U.S. midterm elections offsetting tougher compares in the second half of 2026. It expects the company to modestly beat consensus estimates in Q4.KeyBanc raised its price target on Alphabet to $360.00 from $330.00, while maintaining an Overweight rating on the stock. The firm cited a favorable environment for Alphabet, noting several emerging core trends in artificial intelligence that benefit the company. KeyBanc identified compute capabilities, distribution networks, and proprietary data as critical factors for AI performance.Stifel raised the firm's price target on Alphabet to $346 from $333 and keeps a Buy rating on the shares as part of the firm's digital ads Q4 preview. The firm prefers Alphabet into the print with what it sees as \"solid fundamentals that are likely ahead of Street,\" the analyst tells investors. However, the wildcard is incremental releases from OpenAI that are likely to show well versus the latest Gemini, though the firm thinks \"that's something to worry about after the print.\"UBS analyst Stephen Ju raised the firm's price target on Alphabet to $345 from $306 and keeps a Neutral rating on the shares. The Q4 earnings outlook for advertising-driven companies points to slimmer beats after a slow October tied to a government shutdown, followed by a rebound in November and December, the analyst tells investors in a research note. Among nine companies, five exceeded prior forecasts, two were in line, and two came in modestly below expectations, UBS says.","news_type":1,"symbols_score_info":{"GOOG":2,"GOOGL":2}},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526932905567288,"gmtCreate":1769681115623,"gmtModify":1769683255289,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"htmlText":"Good afternoon poh,,, Ma'am, , Sir,, thank you,, always support to each other's,, God bless us❤🫂,, people around the world🌎☺🙂","listText":"Good afternoon poh,,, Ma'am, , Sir,, thank you,, always support to each other's,, God bless us❤🫂,, people around the world🌎☺🙂","text":"Good afternoon poh,,, Ma'am, , Sir,, thank you,, always support to each other's,, God bless us❤🫂,, people around the world🌎☺🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526932905567288","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":527045238297896,"gmtCreate":1769708670979,"gmtModify":1769708673373,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"htmlText":"Good morning poh,, Ma'am,,, Sir,, thank you for your support,,, 🙂❤🙏🫂😎🥰God bless you,, 🙏","listText":"Good morning poh,, Ma'am,,, Sir,, thank you for your support,,, 🙂❤🙏🫂😎🥰God bless you,, 🙏","text":"Good morning poh,, Ma'am,,, Sir,, thank you for your support,,, 🙂❤🙏🫂😎🥰God bless you,, 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/527045238297896","repostId":"527037629932256","repostType":1,"repost":{"id":527037629932256,"gmtCreate":1769706676851,"gmtModify":1769727602876,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🚗🤖⚡ TSLA earnings reset + analyst PT divergence + gold-band liquidity flush + Optimus Gen 3 reprice autos and AI ⚡🤖🚗","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Tesla’s post-earnings repricing reflects a liquidity-driven regime transition, where analyst dispersion, convexity flow, gold-band mean reversion, FSD scale, and the Optimus production pivot converge into a defining inflection for autos, AI compute, and embodied robotics. The current tape balances short-term valuation compression 📉 against long-duration autonomy, robotics, and software optionality 🧠🤖 as capital allocation discipline, supply chain restructuring, and dataset scale recalibrate forward earnings power. 🧠📊 Tesla: Analyst PT divergence,","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Tesla’s post-earnings repricing reflects a liquidity-driven regime transition, where analyst dispersion, convexity flow, gold-band mean reversion, FSD scale, and the Optimus production pivot converge into a defining inflection for autos, AI compute, and embodied robotics. The current tape balances short-term valuation compression 📉 against long-duration autonomy, robotics, and software optionality 🧠🤖 as capital allocation discipline, supply chain restructuring, and dataset scale recalibrate forward earnings power. 🧠📊 Tesla: Analyst PT divergence,","text":"$Tesla Motors(TSLA)$ $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Tesla’s post-earnings repricing reflects a liquidity-driven regime transition, where analyst dispersion, convexity flow, gold-band mean reversion, FSD scale, and the Optimus production pivot converge into a defining inflection for autos, AI compute, and embodied robotics. The current tape balances short-term valuation compression 📉 against long-duration autonomy, robotics, and software optionality 🧠🤖 as capital allocation discipline, supply chain restructuring, and dataset scale recalibrate forward earnings power. 🧠📊 Tesla: Analyst PT divergence,","images":[{"img":"https://community-static.tradeup.com/news/bce07d358f810c053d0adb64339ab675","width":"1473","height":"823"},{"img":"https://community-static.tradeup.com/news/de9eedd3ea6701c9381db1e39fb8b777","width":"1010","height":"1083"},{"img":"https://community-static.tradeup.com/news/218955eeead41269546ff2dda96d6692","width":"1685","height":"828"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527037629932256","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527190862771208,"gmtCreate":1769744216837,"gmtModify":1769744220499,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"htmlText":"Thank you❤🌹🙏 poh,, all,, Team Tiger broker","listText":"Thank you❤🌹🙏 poh,, all,, Team Tiger broker","text":"Thank you❤🌹🙏 poh,, all,, Team Tiger broker","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527190862771208","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527194555945304,"gmtCreate":1769744986656,"gmtModify":1769745631838,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"htmlText":"Thank you poh,, everyone love's,,,, together us,, One 🫂🥰😎😘❤🙏🙂","listText":"Thank you poh,, everyone love's,,,, together us,, One 🫂🥰😎😘❤🙏🙂","text":"Thank you poh,, everyone love's,,,, together us,, One 🫂🥰😎😘❤🙏🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527194555945304","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526937794008552,"gmtCreate":1769682321115,"gmtModify":1769683255176,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"title":"","htmlText":"Thank you Lord,, God bless us❤🫂❤😎🙂🙏","listText":"Thank you Lord,, God bless us❤🫂❤😎🙂🙏","text":"Thank you Lord,, God bless us❤🫂❤😎🙂🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526937794008552","repostId":"1152023222","repostType":4,"repost":{"id":"1152023222","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769677060,"share":"https://ttm.financial/m/news/1152023222?lang=en_US&edition=fundamental","pubTime":"2026-01-29 16:57","market":"us","language":"en","title":"Alphabet Q4 Preview | Google Cloud Growth and Margin Expansion Are Key Catalysts; Gemini Traffic Gain Helps Core Search Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1152023222","media":"Tiger Newspress","summary":"$Alphabet(GOOGL)$ is expected to report its fourth quarter 2025 earnings after the market closes on Wednesday, 4 February 2026.Here are consensus expectations from Tiger Trade for Alphabet's Q4...","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></strong> is expected to report its fourth quarter 2025 earnings after the market closes on <strong>Wednesday, 4 February 2026</strong>.</p><p>Here are consensus expectations from Tiger Trade for Alphabet&#39;s Q4 earnings:</p><ul style=\"\"><li><p><strong>Revenue:</strong> $111.4 billion, up 15.34% YoY</p></li><li><p><strong>EPS:</strong> $2.63, up 23.65% YoY</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26f0d1ecff2e6adf4be7b631e167bc72\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1118\" tg-height=\"590\"/><span>Source: Tiger Trade App</span></p><h2 id=\"id_3681954167\" style=\"text-align: left;\">What To Look For In The Q4 Report</h2><h3 id=\"id_1487811296\">1. Search Advertising Revenue (With AI Overview, Gemini Integration) Expected to Rise 13%</h3><p>Alphabet&#39;s recent traction with Gemini over OpenAI provides a catalyst to help accelerate growth in the former&#39;s core Search business, where ad sales have so far remained insulated from any query-volume loss to OpenAI&#39;s ChatGPT.</p><p>At the forefront of the AI development cycle, Alphabet is realizing strong wins for Gemini AI as one of the top-ranked AI applications above pure-play developers like OpenAI ChatGPT and Anthropic Claude. From an enterprise adoption perspective, Gemini AI may be one of the leading models with enterprise-ready applications like Gemini Code Assist that can be deployed to potentially improve operations.</p><p>Google&#39;s release of Universal Commerce Protocol (UCP) and agentic offerings that span across its apps are likely to further aid ad targeting and personalization, adding a tailwind for YouTube ads growth. Apple&#39;s choice of Gemini for use on iOS should aid model engagement.</p><p>The digital advertisement market is estimated to expand by a CAGR of more than 13% from 2026 to 2035. The company is serving in high-growth markets, and therefore its growth momentum is likely to last in the long run.</p><h3 id=\"id_3208237019\">2. Google Cloud Growth Seen Around 44%, Operating Margin to Remain Strong in Search &amp; Cloud</h3><p>Compared to peers like Microsoft &amp; Amazon, Alphabet’s growth may more heavily balance cloud services and AI development as part of its broader business model. This may make Alphabet more dependent on the success of new AI model development as well as adoption of the applications, whereas peer hyperscalers are more geared towards <em>facilitating</em> AI development.</p><p>Fundamentally, Google Cloud growth and margin expansion are expected to be the biggest catalysts for Alphabet going into Q4 2025 earnings. Alphabet has been making substantial progress in improving Cloud margins in recent quarters, breaking double digits in Q2 2025 and surpassing 20% in Q3 2025. For Q4 2025, Google Cloud is expected to grow by 44% with a 775bps uplift in the segment operating margin.</p><p>Segment margin growth is also a key factor to lead Alphabet shares’ outperformance in 2025, where peer hyperscalers’ shares returned modest single-digit growth.</p><h3 id=\"id_3703172180\">3. 2026 Consensus Capex $115 Billion Can Rise as AI Infrastructure Build-Out Continues</h3><p>The last point of interest is the CapEx and FCF outlook, particularly for 2026 FY guidance on these two metrics. As mentioned above, peak spending would signal FCF inflection and a possible journey to sustainable margin growth.</p><p>With growth in Google Cloud will come increased capital investments to support demand. The growth in cloud services amongst the hyperscalers has been underpinned by significant capital spend for compute capacity, with the investment cycle nowhere near the end. Given that Cloud growth is dependent on capital deployed, Alphabet, as well as peer hyperscalers, may report a significant uplift in capital budgets for 2026.</p><p>The Google Cloud segment expects a boost from increased demand from AI inference workloads, where Gemini&#39;s API token usage has surpassed that of OpenAI. Commercialization of tensor processing units, coupled with the company&#39;s lead in token generation, would increase capex growth expectations for 2026.</p><h2 id=\"id_3351655491\">Analysts&#39; Opinions</h2><p><strong>Roth Capital raised the firm&#39;s price target on Alphabet to $365 from $310 and keeps a Buy rating </strong>on the shares ahead of the Q4 earnings report. The company&#39;s catalysts in the first half of 2026 include tensor processing unit chip partnerships, Waymo city launches, Gemini App user milestones, and likely Gemini 4.0 news, the analyst tells investors in a research note. Roth also sees &#34;tentpole industry events&#34; like FIFA World Cup, the Winter Olympics, and the U.S. midterm elections offsetting tougher compares in the second half of 2026. It expects the company to modestly beat consensus estimates in Q4.</p><p><strong>KeyBanc raised its price target on Alphabet to $360.00 from $330.00, while maintaining an Overweight rating on the stock. </strong>The firm cited a favorable environment for Alphabet, noting several emerging core trends in artificial intelligence that benefit the company. KeyBanc identified compute capabilities, distribution networks, and proprietary data as critical factors for AI performance.</p><p><strong>Stifel raised the firm&#39;s price target on Alphabet to $346 from $333 and keeps a Buy rating on the shares</strong> as part of the firm&#39;s digital ads Q4 preview. The firm prefers Alphabet into the print with what it sees as &#34;solid fundamentals that are likely ahead of Street,&#34; the analyst tells investors. However, the wildcard is incremental releases from OpenAI that are likely to show well versus the latest Gemini, though the firm thinks &#34;that&#39;s something to worry about after the print.&#34;</p><p><strong>UBS analyst Stephen Ju raised the firm&#39;s price target on Alphabet to $345 from $306 and keeps a Neutral rating</strong> on the shares. The Q4 earnings outlook for advertising-driven companies points to slimmer beats after a slow October tied to a government shutdown, followed by a rebound in November and December, the analyst tells investors in a research note. Among nine companies, five exceeded prior forecasts, two were in line, and two came in modestly below expectations, UBS says.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Q4 Preview | Google Cloud Growth and Margin Expansion Are Key Catalysts; Gemini Traffic Gain Helps Core Search Business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Q4 Preview | Google Cloud Growth and Margin Expansion Are Key Catalysts; Gemini Traffic Gain Helps Core Search Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-01-29 16:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></strong> is expected to report its fourth quarter 2025 earnings after the market closes on <strong>Wednesday, 4 February 2026</strong>.</p><p>Here are consensus expectations from Tiger Trade for Alphabet&#39;s Q4 earnings:</p><ul style=\"\"><li><p><strong>Revenue:</strong> $111.4 billion, up 15.34% YoY</p></li><li><p><strong>EPS:</strong> $2.63, up 23.65% YoY</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26f0d1ecff2e6adf4be7b631e167bc72\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1118\" tg-height=\"590\"/><span>Source: Tiger Trade App</span></p><h2 id=\"id_3681954167\" style=\"text-align: left;\">What To Look For In The Q4 Report</h2><h3 id=\"id_1487811296\">1. Search Advertising Revenue (With AI Overview, Gemini Integration) Expected to Rise 13%</h3><p>Alphabet&#39;s recent traction with Gemini over OpenAI provides a catalyst to help accelerate growth in the former&#39;s core Search business, where ad sales have so far remained insulated from any query-volume loss to OpenAI&#39;s ChatGPT.</p><p>At the forefront of the AI development cycle, Alphabet is realizing strong wins for Gemini AI as one of the top-ranked AI applications above pure-play developers like OpenAI ChatGPT and Anthropic Claude. From an enterprise adoption perspective, Gemini AI may be one of the leading models with enterprise-ready applications like Gemini Code Assist that can be deployed to potentially improve operations.</p><p>Google&#39;s release of Universal Commerce Protocol (UCP) and agentic offerings that span across its apps are likely to further aid ad targeting and personalization, adding a tailwind for YouTube ads growth. Apple&#39;s choice of Gemini for use on iOS should aid model engagement.</p><p>The digital advertisement market is estimated to expand by a CAGR of more than 13% from 2026 to 2035. The company is serving in high-growth markets, and therefore its growth momentum is likely to last in the long run.</p><h3 id=\"id_3208237019\">2. Google Cloud Growth Seen Around 44%, Operating Margin to Remain Strong in Search &amp; Cloud</h3><p>Compared to peers like Microsoft &amp; Amazon, Alphabet’s growth may more heavily balance cloud services and AI development as part of its broader business model. This may make Alphabet more dependent on the success of new AI model development as well as adoption of the applications, whereas peer hyperscalers are more geared towards <em>facilitating</em> AI development.</p><p>Fundamentally, Google Cloud growth and margin expansion are expected to be the biggest catalysts for Alphabet going into Q4 2025 earnings. Alphabet has been making substantial progress in improving Cloud margins in recent quarters, breaking double digits in Q2 2025 and surpassing 20% in Q3 2025. For Q4 2025, Google Cloud is expected to grow by 44% with a 775bps uplift in the segment operating margin.</p><p>Segment margin growth is also a key factor to lead Alphabet shares’ outperformance in 2025, where peer hyperscalers’ shares returned modest single-digit growth.</p><h3 id=\"id_3703172180\">3. 2026 Consensus Capex $115 Billion Can Rise as AI Infrastructure Build-Out Continues</h3><p>The last point of interest is the CapEx and FCF outlook, particularly for 2026 FY guidance on these two metrics. As mentioned above, peak spending would signal FCF inflection and a possible journey to sustainable margin growth.</p><p>With growth in Google Cloud will come increased capital investments to support demand. The growth in cloud services amongst the hyperscalers has been underpinned by significant capital spend for compute capacity, with the investment cycle nowhere near the end. Given that Cloud growth is dependent on capital deployed, Alphabet, as well as peer hyperscalers, may report a significant uplift in capital budgets for 2026.</p><p>The Google Cloud segment expects a boost from increased demand from AI inference workloads, where Gemini&#39;s API token usage has surpassed that of OpenAI. Commercialization of tensor processing units, coupled with the company&#39;s lead in token generation, would increase capex growth expectations for 2026.</p><h2 id=\"id_3351655491\">Analysts&#39; Opinions</h2><p><strong>Roth Capital raised the firm&#39;s price target on Alphabet to $365 from $310 and keeps a Buy rating </strong>on the shares ahead of the Q4 earnings report. The company&#39;s catalysts in the first half of 2026 include tensor processing unit chip partnerships, Waymo city launches, Gemini App user milestones, and likely Gemini 4.0 news, the analyst tells investors in a research note. Roth also sees &#34;tentpole industry events&#34; like FIFA World Cup, the Winter Olympics, and the U.S. midterm elections offsetting tougher compares in the second half of 2026. It expects the company to modestly beat consensus estimates in Q4.</p><p><strong>KeyBanc raised its price target on Alphabet to $360.00 from $330.00, while maintaining an Overweight rating on the stock. </strong>The firm cited a favorable environment for Alphabet, noting several emerging core trends in artificial intelligence that benefit the company. KeyBanc identified compute capabilities, distribution networks, and proprietary data as critical factors for AI performance.</p><p><strong>Stifel raised the firm&#39;s price target on Alphabet to $346 from $333 and keeps a Buy rating on the shares</strong> as part of the firm&#39;s digital ads Q4 preview. The firm prefers Alphabet into the print with what it sees as &#34;solid fundamentals that are likely ahead of Street,&#34; the analyst tells investors. However, the wildcard is incremental releases from OpenAI that are likely to show well versus the latest Gemini, though the firm thinks &#34;that&#39;s something to worry about after the print.&#34;</p><p><strong>UBS analyst Stephen Ju raised the firm&#39;s price target on Alphabet to $345 from $306 and keeps a Neutral rating</strong> on the shares. The Q4 earnings outlook for advertising-driven companies points to slimmer beats after a slow October tied to a government shutdown, followed by a rebound in November and December, the analyst tells investors in a research note. Among nine companies, five exceeded prior forecasts, two were in line, and two came in modestly below expectations, UBS says.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152023222","content_text":"Alphabet is expected to report its fourth quarter 2025 earnings after the market closes on Wednesday, 4 February 2026.Here are consensus expectations from Tiger Trade for Alphabet's Q4 earnings:Revenue: $111.4 billion, up 15.34% YoYEPS: $2.63, up 23.65% YoYSource: Tiger Trade AppWhat To Look For In The Q4 Report1. Search Advertising Revenue (With AI Overview, Gemini Integration) Expected to Rise 13%Alphabet's recent traction with Gemini over OpenAI provides a catalyst to help accelerate growth in the former's core Search business, where ad sales have so far remained insulated from any query-volume loss to OpenAI's ChatGPT.At the forefront of the AI development cycle, Alphabet is realizing strong wins for Gemini AI as one of the top-ranked AI applications above pure-play developers like OpenAI ChatGPT and Anthropic Claude. From an enterprise adoption perspective, Gemini AI may be one of the leading models with enterprise-ready applications like Gemini Code Assist that can be deployed to potentially improve operations.Google's release of Universal Commerce Protocol (UCP) and agentic offerings that span across its apps are likely to further aid ad targeting and personalization, adding a tailwind for YouTube ads growth. Apple's choice of Gemini for use on iOS should aid model engagement.The digital advertisement market is estimated to expand by a CAGR of more than 13% from 2026 to 2035. The company is serving in high-growth markets, and therefore its growth momentum is likely to last in the long run.2. Google Cloud Growth Seen Around 44%, Operating Margin to Remain Strong in Search & CloudCompared to peers like Microsoft & Amazon, Alphabet’s growth may more heavily balance cloud services and AI development as part of its broader business model. This may make Alphabet more dependent on the success of new AI model development as well as adoption of the applications, whereas peer hyperscalers are more geared towards facilitating AI development.Fundamentally, Google Cloud growth and margin expansion are expected to be the biggest catalysts for Alphabet going into Q4 2025 earnings. Alphabet has been making substantial progress in improving Cloud margins in recent quarters, breaking double digits in Q2 2025 and surpassing 20% in Q3 2025. For Q4 2025, Google Cloud is expected to grow by 44% with a 775bps uplift in the segment operating margin.Segment margin growth is also a key factor to lead Alphabet shares’ outperformance in 2025, where peer hyperscalers’ shares returned modest single-digit growth.3. 2026 Consensus Capex $115 Billion Can Rise as AI Infrastructure Build-Out ContinuesThe last point of interest is the CapEx and FCF outlook, particularly for 2026 FY guidance on these two metrics. As mentioned above, peak spending would signal FCF inflection and a possible journey to sustainable margin growth.With growth in Google Cloud will come increased capital investments to support demand. The growth in cloud services amongst the hyperscalers has been underpinned by significant capital spend for compute capacity, with the investment cycle nowhere near the end. Given that Cloud growth is dependent on capital deployed, Alphabet, as well as peer hyperscalers, may report a significant uplift in capital budgets for 2026.The Google Cloud segment expects a boost from increased demand from AI inference workloads, where Gemini's API token usage has surpassed that of OpenAI. Commercialization of tensor processing units, coupled with the company's lead in token generation, would increase capex growth expectations for 2026.Analysts' OpinionsRoth Capital raised the firm's price target on Alphabet to $365 from $310 and keeps a Buy rating on the shares ahead of the Q4 earnings report. The company's catalysts in the first half of 2026 include tensor processing unit chip partnerships, Waymo city launches, Gemini App user milestones, and likely Gemini 4.0 news, the analyst tells investors in a research note. Roth also sees \"tentpole industry events\" like FIFA World Cup, the Winter Olympics, and the U.S. midterm elections offsetting tougher compares in the second half of 2026. It expects the company to modestly beat consensus estimates in Q4.KeyBanc raised its price target on Alphabet to $360.00 from $330.00, while maintaining an Overweight rating on the stock. The firm cited a favorable environment for Alphabet, noting several emerging core trends in artificial intelligence that benefit the company. KeyBanc identified compute capabilities, distribution networks, and proprietary data as critical factors for AI performance.Stifel raised the firm's price target on Alphabet to $346 from $333 and keeps a Buy rating on the shares as part of the firm's digital ads Q4 preview. The firm prefers Alphabet into the print with what it sees as \"solid fundamentals that are likely ahead of Street,\" the analyst tells investors. However, the wildcard is incremental releases from OpenAI that are likely to show well versus the latest Gemini, though the firm thinks \"that's something to worry about after the print.\"UBS analyst Stephen Ju raised the firm's price target on Alphabet to $345 from $306 and keeps a Neutral rating on the shares. The Q4 earnings outlook for advertising-driven companies points to slimmer beats after a slow October tied to a government shutdown, followed by a rebound in November and December, the analyst tells investors in a research note. Among nine companies, five exceeded prior forecasts, two were in line, and two came in modestly below expectations, UBS says.","news_type":1,"symbols_score_info":{"GOOG":2,"GOOGL":2}},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526932905567288,"gmtCreate":1769681115623,"gmtModify":1769683255289,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"htmlText":"Good afternoon poh,,, Ma'am, , Sir,, thank you,, always support to each other's,, God bless us❤🫂,, people around the world🌎☺🙂","listText":"Good afternoon poh,,, Ma'am, , Sir,, thank you,, always support to each other's,, God bless us❤🫂,, people around the world🌎☺🙂","text":"Good afternoon poh,,, Ma'am, , Sir,, thank you,, always support to each other's,, God bless us❤🫂,, people around the world🌎☺🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526932905567288","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527188837237744,"gmtCreate":1769743717309,"gmtModify":1769745631363,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"title":"","htmlText":"Great👍👏😊,, Sir President Trump,, good job,,,, Great Leadership,, God bless you,,, and Us🫂😎❤🙏🙂","listText":"Great👍👏😊,, Sir President Trump,, good job,,,, Great Leadership,, God bless you,,, and Us🫂😎❤🙏🙂","text":"Great👍👏😊,, Sir President Trump,, good job,,,, Great Leadership,, God bless you,,, and Us🫂😎❤🙏🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527188837237744","repostId":"2607608748","repostType":2,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527044510524560,"gmtCreate":1769708489034,"gmtModify":1769708957674,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"htmlText":"🙂❤🙏🫂","listText":"🙂❤🙏🫂","text":"🙂❤🙏🫂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527044510524560","repostId":"527072494711608","repostType":1,"repost":{"id":527072494711608,"gmtCreate":1769688412343,"gmtModify":1769694264216,"author":{"id":"9000000000000572","authorId":"9000000000000572","name":"TigerPicks","avatar":"https://community-static.tradeup.com/news/a6d452b050ca40d986d2e3e339c5dab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000572","idStr":"9000000000000572"},"themes":[],"title":"‌E&C/E&E Winners | Are LNKS, NXT, SMXT, EOSE, FLNC, SHLS, XPON & TE leading the AI-driven rally？","htmlText":"Electrical Components &amp; Equipment sector rose an average of ~1.52% at the January 28, 2026 ET market close, mainly driven by surging AI data center power demand, record grid infrastructure needs, and strong outlook from players like <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> and <a href=\"https://ttm.financial/S/ETN\">$Eaton Corp PLC(ETN)$</a> . The S&amp;P 500 <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Electrical Components &amp; Equipment. Considering the different perceptions of the stock, this time TigerPicks chose <a href=\"https://ttm.financial/S/LNKS\">$Linkers Industries limited(LNKS)$</a>","listText":"Electrical Components &amp; Equipment sector rose an average of ~1.52% at the January 28, 2026 ET market close, mainly driven by surging AI data center power demand, record grid infrastructure needs, and strong outlook from players like <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> and <a href=\"https://ttm.financial/S/ETN\">$Eaton Corp PLC(ETN)$</a> . The S&amp;P 500 <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Electrical Components &amp; Equipment. Considering the different perceptions of the stock, this time TigerPicks chose <a href=\"https://ttm.financial/S/LNKS\">$Linkers Industries limited(LNKS)$</a>","text":"Electrical Components & Equipment sector rose an average of ~1.52% at the January 28, 2026 ET market close, mainly driven by surging AI data center power demand, record grid infrastructure needs, and strong outlook from players like $GE Vernova Inc.(GEV)$ and $Eaton Corp PLC(ETN)$ . The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Electrical Components & Equipment. Considering the different perceptions of the stock, this time TigerPicks chose $Linkers Industries limited(LNKS)$","images":[{"img":"https://community-static.tradeup.com/news/763ab38d1332646323aacffd5dd06e5d","width":"990","height":"500"},{"img":"https://community-static.tradeup.com/news/769f907c04c9131b40f43339ebd78a52","width":"676","height":"291"},{"img":"https://community-static.tradeup.com/news/b6bca49f59da776c5ac0f6b1a48b0797","width":"924","height":"264"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527072494711608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527044447654776,"gmtCreate":1769708344785,"gmtModify":1769708954733,"author":{"id":"4232774924775252","authorId":"4232774924775252","name":"Tanggol","avatar":"https://community-static.tradeup.com/news/c43a270310c69ebaa5009cca2ccf0abe","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4232774924775252","idStr":"4232774924775252"},"themes":[],"htmlText":"Hello poh,,, good morning poh,,, Ma'am,,, Sir,, 🙂❤🙏😎🫂","listText":"Hello poh,,, good morning poh,,, Ma'am,,, Sir,, 🙂❤🙏😎🫂","text":"Hello poh,,, good morning poh,,, Ma'am,,, Sir,, 🙂❤🙏😎🫂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527044447654776","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}